Bajaj Finserv Nifty 50 Index Fund Direct Growth

Bajaj Finserv Nifty 50 Index Fund Direct Growth

Equity

Bajaj Finserv Mutual Fund

Index Funds

Get the latest NAV of Bajaj Finserv Nifty 50 Index Fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹10.00

NAV as on 25 Apr 2025

Absolute Gain%

▲▼

42 people have invested ₹ 2.3L in Bajaj Finserv Nifty 50 Index Fund Direct Growth in the last three months

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
Inception Returns
Bajaj Finserv Nifty 50 Index Fund
-
0Cr
0%
-
-
-
UTI Nifty 50 Index Fund Direct Growth
3/17
22,521Cr
0.17%
11.96%
17.11%
13.14%
ICICI Prudential Nifty 50 Index Fund Direct Growth
4/17
13,169Cr
0.19%
11.89%
17.06%
13.2%
HDFC Nifty 50 Index Fund Direct Growth
6/17
19,877Cr
0.2%
11.89%
17.08%
13.19%
See all

Bajaj Finserv Nifty 50 Index Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit

Total Corpus

0

Absolute Return
▲
▼

Bajaj Finserv Nifty 50 Index Fund Direct Growth Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio--
Benchmark
Nifty 50 TR INR
AUM₹0 Cr
Inception Date16 May, 2025
Min Lumpsum/SIP--/--
Exit Load0%
Lock InNo Lock-in
TurnOver
0%
STCGSelling mutual fund before 1 year, returns taxed at 20%.
LTCGAfter 1 year, 12.5% tax on returns over ₹1.25 lakh/year.
Risk
Risk meter
pointer
Very High Risk

About Bajaj Finserv Nifty 50 Index Fund

Bajaj Finserv Nifty 50 Index Fund Direct Growth is an equity fund. This fund was started on 16 May, 2025. The fund is managed by . The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Bajaj Finserv Nifty 50 Index Fund Direct Growth has ₹0 Cr worth of assets under management (AUM) as on Dec 1969 and is less than category average.
  2. The fund has an expense ratio 0.

Returns

Bajaj Finserv Nifty 50 Index Fund Direct Growth has given a CAGR return of 0.00% since inception.

Holdings

Bajaj Finserv Nifty 50 Index Fund Direct Growth has allocated its funds majorly in . Its top holdings are

Taxation

As it is a index funds mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

Investment objective of Bajaj Finserv Nifty 50 Index Fund Direct Growth

An open ended index linked growth scheme seeking to replicate the returns of the Nifty 50 through investments in a basket of stocks drawn from the constituents of the Nifty 50 index.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. Bajaj Finserv Nifty 50 Index Fund Direct Growth has no lock in period.

Learn more about Bajaj Finserv Mutual Fund

Frequently Asked Questions for Bajaj Finserv Nifty 50 Index Fund Direct Growth

What is the current NAV of Bajaj Finserv Nifty 50 Index Fund Direct Growth?

The current NAV of Bajaj Finserv Nifty 50 Index Fund Direct Growth is ₹10 as on 25-Apr-2025.

What are the average returns of Bajaj Finserv Nifty 50 Index Fund Direct Growth?

Existing (Absolute + CAGR) as on 25-Apr-2025.
Bajaj Finserv Nifty 50 Index Fund Direct Growth
Absolute Returns
CAGR Returns
1 Month Returns
0%
0%
6 Month Returns
0%
0%
1 Year Returns
0%
0%
3 Years Returns
0%
0%

How do I invest in Bajaj Finserv Nifty 50 Index Fund Direct Growth?

With INDmoney, the process of investing is very simple and involves zero commission.
  • Click Buy on the fund name.
  • Input the amount you are looking to invest.
  • Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
  • Select your bank account and proceed with Payment.

What is the alpha of Bajaj Finserv Nifty 50 Index Fund Direct Growth?

The alpha ratio for the Bajaj Finserv Nifty 50 Index Fund Direct Growth for various period is as follows:
Fund Name
Alpha 1 Year
Alpha 3 Years
Alpha 5 Years
Bajaj Finserv Nifty 50 Index Fund Direct Growth
-
-
-
As on April 2025
The alpha for Bajaj Finserv Nifty 50 Index Fund Direct Growth is calculated against Nifty 50 TR INR. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.

What is the beta of Bajaj Finserv Nifty 50 Index Fund Direct Growth??

The Beta ratio for the Bajaj Finserv Nifty 50 Index Fund Direct Growth for various period is as follows:
Fund Name
Beta 1 Year
Beta 3 Years
Beta 5 Years
Bajaj Finserv Nifty 50 Index Fund Direct Growth
-
-
-
As on April 2025
The Beta for Bajaj Finserv Nifty 50 Index Fund Direct Growth is calculated with Nifty 50 TR INR. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.

What is the sharpe ratio of Bajaj Finserv Nifty 50 Index Fund Direct Growth?

The sharpe ratio for the Bajaj Finserv Nifty 50 Index Fund Direct Growth for various period is as follows:
Fund Name
Sharpe Ratio 1 Year
Sharpe Ratio 3 Years
Sharpe Ratio 5 Years
Bajaj Finserv Nifty 50 Index Fund Direct Growth
-
-
-
As on April 2025
The sharpe ratio for Bajaj Finserv Nifty 50 Index Fund Direct Growth is calculated with Nifty 50 TR INR. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.

What is the standard deviation of Bajaj Finserv Nifty 50 Index Fund Direct Growth?

The standard deviation for the Bajaj Finserv Nifty 50 Index Fund Direct Growth for various period is as follows:
Fund Name
Standard Deviation 1 Year
Standard Deviation 3 Years
Standard Deviation 5 Years
Bajaj Finserv Nifty 50 Index Fund Direct Growth
-
-
-
As on April 2025
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.

What is the exit load of Bajaj Finserv Nifty 50 Index Fund Direct Growth?

The Exit load of Bajaj Finserv Nifty 50 Index Fund Direct Growth is 0%