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Bajaj Finserv Nifty Next 50 Index Fund(G)-Direct Plan

Bajaj Finserv Nifty Next 50 Index Fund(G)-Direct Plan

Index FundsDirect GrowthHigh Risk

+0.00%

1Y annualised

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NAV : 27 Jul 2026

₹11.55

Min. SIP amount

₹500

Fund size (AUM)

31 Cr

Expense ratio

0.3%

Launched on

12 May 2025

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
0
Would've become
0

Stock Allocation

Stock nameSectorAllocation
Vedanta LimitedNon - Ferrous Metals3.72%
Tvs Motor Company LimitedAutomobile & Ancillaries3.55%
Hindustan Aeronautics LimitedCapital Goods3.46%

Fund Composition

31 Cr

Large Cap

93.03%

Mid Cap

14.30%

Others

3.42%

Sector Allocation

31 Cr

Finance

11.94%

Automobile & Ancillaries

9.76%

Power

9.72%

Capital Goods

9.07%

Fmcg

7.49%

Bank

6.54%

Healthcare

6.29%

Crude Oil

5.30%

Others

33.81%

Minimum investments

Min. for SIP500
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

Exit load, stamp duty and tax

Exit load

No exit load

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

IS

Ilesh Savla

Present

Similar/Peer Fund Comparison

Fund name
I

ICICI Pru NASDAQ 100 Index Fund(G)-Direct Plan

+28.61%
M

Motilal Oswal Nifty MidSmall Financial Services Index Fund(G)-Direct Plan

+0.00%
M

Motilal Oswal Nifty Capital Market Index Fund(G)-Direct Plan

+0.00%
T

Tata Nifty Capital Markets Index Fund(G)-Direct Plan

+0.00%
S

SBI BSE PSU Bank Index Fund(G)-Direct Plan

+0.00%
M

Motilal Oswal Nifty India Defence Index Fund(G)-Direct Plan

+0.00%
A

Aditya Birla SL Nifty India Defence Index Fund(G)-Direct Plan

+0.00%
N

Nippon India Nifty Auto Index Fund(G)-Direct Plan

+0.00%

FAQs

Bajaj Finserv Nifty Next 50 Index Fund(G)-Direct Plan is a part of Bajaj Asset Management Ltd., it was incepted on 12 May 2025. This fund is managed by Ilesh Savla. It is a Index Funds type of fund.

The current NAV of Bajaj Finserv Nifty Next 50 Index Fund(G)-Direct Plan is ₹11.55 (as of 27 Jul 2026).

Bajaj Finserv Nifty Next 50 Index Fund(G)-Direct Plan has delivered 8.08% in 1 year, 0.00% in 3 years, and 0.00% in 5 years (annualised).

The minimum SIP amount for Bajaj Finserv Nifty Next 50 Index Fund(G)-Direct Plan is ₹500.

The expense ratio of Bajaj Finserv Nifty Next 50 Index Fund(G)-Direct Plan is 0.3%.

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