Bajaj Finserv Nifty Next 50 Index Fund
Get the latest NAV of Bajaj Finserv Nifty Next 50 Index Fund. 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.
₹10.34
1D
NAV as on 17 Mar 2026
2.5%/per year
Since Inception
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196 people have invested ₹ 9.8L in Bajaj Finserv Nifty Next 50 Index Fund in the last three months
Peer comparison
Bajaj Finserv Nifty Next 50 Index Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Bajaj Finserv Nifty Next 50 Index Fund Asset Allocation
See fund asset allocation details as on (14-Mar-26)
Fund Distribution
as on (14-Mar-26)
Bajaj Finserv Nifty Next 50 Index Fund Sector Allocation
See fund sector allocation details as on (14-Mar-26)
Sector Allocation
Top 3 Sectors in February were Corporate, Financial Services & Basic Materials
Corporate
48%
Financial Services
20%
Basic Materials
15%
Corporate
27%
Financial Services
20%
Basic Materials
15%
Bajaj Finserv Nifty Next 50 Index Fund Holdings Details
as on (28-Feb-26)
Bajaj Finserv Nifty Next 50 Index Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.3% |
Benchmark | Nifty Next 50 TR INR |
| AUM | ₹29 Cr |
| Inception Date | 12 May, 2025 |
| Min Lumpsum/SIP | ₹5,000/₹500 |
| Exit Load | 0% |
| Lock In | No Lock-in |
TurnOver | 0% |
| Risk |   Very High Risk |
About Bajaj Finserv Nifty Next 50 Index Fund
Bajaj Finserv Nifty Next 50 Index Fund is an equity fund. This fund was started on 12 May, 2025. The fund is managed by Ilesh Savla. The fund could potentially beat inflation in the long-run.
Key Parameters
- Bajaj Finserv Nifty Next 50 Index Fund has ₹29 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
- The fund has an expense ratio 0.3.
Returns
Bajaj Finserv Nifty Next 50 Index Fund has given a CAGR return of 2.50% since inception.
Holdings
Bajaj Finserv Nifty Next 50 Index Fund has allocated its funds majorly in Cash Equivalent, Corporate, Financial Services, Basic Materials, Utilities, Consumer Defensive, Consumer Cyclical, Industrial, Health, Energy, Real Estate, Tech, Communication. Its top holdings are Vedanta Ltd, TVS Motor Co Ltd, Divi's Laboratories Ltd, Bharat Petroleum Corp Ltd, Hindustan Aeronautics Ltd Ordinary Shares
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 benefitDividends 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 Next 50 Index Fund
An open ended index linked growth scheme seeking to replicate the returns of the Nifty Next 50 through investments in a basket of stocks drawn from the constituents of the Nifty Next 50 index. The objective of the Scheme is to invest in companies whose securities are included in the Nifty Next 50 Index and subject to tracking errors, to endeavor to achieve the returns of the Nifty Next 50 Index. This would be done by investing in all the stocks comprising Nifty Next 50 in approximately the same weightage that they represent in Nifty Next 50. The Scheme will not seek to outperform the Nifty Next 50 or to underperform it. The objective is that the performance of the NAV of the Scheme should track the performance of the Nifty Next 50 over the same period.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 500.00. Bajaj Finserv Nifty Next 50 Index Fund has no lock in period.
Fund Manager
Ilesh Savla
Fund Manager of Bajaj Finserv Nifty Next 50 Index Fund, since 12 May 2025
- AUM of the fund stands at 28.7 Cr as of Feb'26
- AUM increased by 11.3 Cr between Feb'26 and Jan'26
Frequently Asked Questions for Bajaj Finserv Nifty Next 50 Index Fund
How do I invest in Bajaj Finserv Nifty Next 50 Index Fund?
- Download the INDmoney app.
- Search for ‘Bajaj Finserv Nifty Next 50 Index Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.