
Bajaj Finserv Nifty Next 50 Index Fund - Reg (G)
Index FundNAV
10.43(0.00%)Fund Size (CR)
-Expense Ratio
-Scheme Type
Passive FundValue Research
-
Min. investment
₹500Minimum Additional Investment
₹100Minimum SIP Investment
₹500Minimum Withdrawal
₹500Exit Load
0%Return Since Launch
-
- 3M
- 6M
- 1Y
- 3Y
- All
Basic Details
Scheme Manager
Ilesh Savla
Bench Mark
Nifty Next 50 - TRI
Type
OPEN
Lumpsum Returns
Period Invested For | ₹10,000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
---|---|---|---|---|---|---|
1 Week | - | - | - | - | - | -/- |
1 Month | - | - | - | - | - | -/- |
3 Month | - | - | - | - | - | -/- |
6 Month | - | - | - | - | - | -/- |
1 Year | - | - | - | - | - | -/- |
3 Year | - | - | - | - | - | -/- |
5 Year | - | - | - | - | - | -/- |
Since Inception | - | - | - | - | - | -/- |
Note: Lumpsum Returns since Inception Date.
SIP Returns
Period Invested For | ₹10,000 Invested on | Investments | Latest Value | Absolute Returns | Annualised Returns |
---|
Note: SIP Returns since Inception Date.
Tax Treatment
If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.
Mutual Funds Calculator
- Investment type
- Scheme based
- SIP
- Lumpsum
Invested Amount
₹25,000
Estimated Returns
₹19,059
76%
Returns
Future value of your investment
₹44,059
Risk Ratios
-
Standard Deviation
-
Beta
-
Sharpe Ratio
-
Treynor's Ratio
-
Jension's Alpha
Asset Allocation
Sector Allocation
Top 10 stock holding in portfolio
Stock Invested in | % of Total Holdings | Quantity | Value (Cr) | Asset Type | Segment |
---|---|---|---|---|---|
There's no data available of Stock Holdings |
Peer Comparison
Scheme Name | Value Research | Asset Size (Cr) | 1M | 3M | 6M | 1Y | 3Y |
---|---|---|---|---|---|---|---|
Kotak Nifty Financial Services Ex-Bank Index Fund-Dir (G) | 49.37 | 7.31% | 11.37% | 12.92% | 22.79% | - | |
Kotak Nifty Financial Services Ex-Bank Index Fund-Dir (IDCW) | 49.37 | 7.31% | 11.37% | 12.92% | 22.79% | - | |
Tata Nifty Financial Services Index Fund-Dir (G) | 84.27 | 6.58% | 12.43% | 12.65% | 22.78% | - | |
Tata Nifty Financial Services Index Fund-Dir (IDCW) | 84.27 | 6.58% | 12.43% | 12.65% | 22.78% | - | |
Tata Nifty Financial Services Index Fund-Dir (IDCW) RI | 84.27 | 6.58% | 12.43% | 12.65% | 22.78% | - |
List of Schemes under Bajaj Finserv Mutual Fund
News
Bajaj Finserv Mutual Fund announces change in Key Personnel
Bajaj Finserv Mutual Fund has announced that Mr. Sayan Das Sharma has been appointed as an Associate Fund Manager on the Board of the Trustee Company with effect from May 12, 2025.Details of Mr. Sayan Das Sharma,
Age: 38 years
Designation: Associate Fund Manager
Education Qualification : Masters of Business Administration
Powered by Capital Market - Live News
Bajaj Finserv Mutual Fund announces change in fund manager under its schemes
Bajaj Finserv Mutual Fund has announced change in fund manager under the following schemes, with effect from 26 April 2025.Change in Fund Manager:
Name of the Scheme Existing Fund Manager(s) Revised Fund Manager(s) Bajaj Finserv Nifty 50 ETF Mr. Ilesh Savla
Mr. Haresh MehtaMr. Ilesh Savla Bajaj Finserv Nifty Bank ETF Mr. Ilesh Savla
Mr. Haresh MehtaMr. Ilesh Savla Powered by Capital Market - Live News
Bajaj MF announces change in Fund Manager of the following schemes
Bajaj Mutual Fund has announced change in Fund Managers of the following scheme with effect from: 16 December 2024Change in Fund Managers of the Scheme:
Scheme Name Existing Fund Manager(s) New Fund Manager(s) Bajaj Finserv Nifty 50 ETF Mr. Sorbh Gupta
Mr. Ilesh SavlaMr. Ilesh Savla
Mr. Haresh MehtaBajaj Finserv Nifty Bank ETF Mr. Sorbh Gupta
Mr. Ilesh SavlaMr. Ilesh Savla
Mr. Haresh MehtaPowered by Capital Market - Live News
Fund House Details & Investment Objective
Date of Incorporation
22 April 2025
Total AUM (Cr)
₹undefined
Bajaj Finserv Nifty Next 50 Index Fund - Reg (G) is an Index Fund-oriented fund from the renowned AMC, Bajaj Finserv Mutual Fund. Launched in 22 April 2025, this fund is managed by Ilesh Savla. With assets under management (AUM) worth - (Cr), as of 14 May 2025, Bajaj Finserv Nifty Next 50 Index Fund - Reg (G) is categorized as a Index Fund within its segment. The fund has generated a return of undefined% since its launch.
The current NAV of Bajaj Finserv Nifty Next 50 Index Fund - Reg (G) is ₹10.43, as on 14 May 2025. The fund's benchmark index is Nifty Next 50 - TRI. You can invest in Bajaj Finserv Nifty Next 50 Index Fund - Reg (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹500 while the minimum lumpsum investment is ₹500.
Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
Nil The fund has generated - and - CAGR in the last 3 and 5 years respectively.
The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments .
FAQs
How to Invest in Bajaj Finserv Nifty Next 50 Index Fund - Reg (G) Direct Growth?
Bajaj Finserv Nifty Next 50 Index Fund - Reg (G) is a popular fund in the Index Fund segment. The fund has generated a return of undefined% since inception. Looking to invest in Bajaj Finserv Nifty Next 50 Index Fund - Reg (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in Bajaj Finserv Nifty Next 50 Index Fund - Reg (G) is super easy and convenient with m.Stock. Here’s how you can begin:
- Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage on Mutual Funds, Delivery & IPO.
- In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
- In the search bar, enter the fund name, in this case, Bajaj Finserv Nifty Next 50 Index Fund - Reg (G)
- On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
- If you choose to invest a Lumpsum: Use the Lumpsum Calculator to estimate returns, then enter the investment amount, select the payment mode mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
- If you choose the SIP route: Utilize the SIP Calculator to forecast potential growth, then enter the SIP amount, SIP date, and set up ‘Autopay’ facility.
So, why wait? Invest in Bajaj Finserv Nifty Next 50 Index Fund - Reg (G) today and reap the benefits of this Index Fund fund!
How much returns has Bajaj Finserv Nifty Next 50 Index Fund - Reg (G) Direct Growth generated?
What is the expense ratio of Bajaj Finserv Nifty Next 50 Index Fund - Reg (G) Direct Growth?
What is the AUM of Bajaj Finserv Nifty Next 50 Index Fund - Reg (G) Fund Direct Growth?
How to redeem or withdraw money from Bajaj Finserv Nifty Next 50 Index Fund - Reg (G) Direct Growth?
Redeeming or selling units of Bajaj Finserv Nifty Next 50 Index Fund - Reg (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.
To redeem from Bajaj Finserv Nifty Next 50 Index Fund - Reg (G):
- Login to your m.Stock account
- In portfolio, your mutual fund investments will be visible under ‘MF’
- Select the fund you wish to redeem from (in this case Bajaj Finserv Nifty Next 50 Index Fund - Reg (G)).
- Click on ‘Redeem’ button
- You have 2 options – redeem by units and redeem by value (you can only redeem free units)
- Select units to be redeemed and click on submit.
- Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).