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Bajaj Finserv Nifty Next 50 Index Fund - Reg (G)

Index Fund
  • NAV

    10.43(0.00%)
  • Fund Size (CR)

    -
  • Expense Ratio

    -
  • Scheme Type

    Passive Fund
  • Value Research

    -
  • Min. investment

    ₹500
  • Minimum Additional Investment

    ₹100
  • Minimum SIP Investment

    ₹500
  • Minimum Withdrawal

    ₹500
  • Exit Load Nil

    0%
  • Return Since Launch

    -
  • 3M
  • 6M
  • 1Y
  • 3Y
  • All
Absolute Return: 0%
Annualized Return: 0% [object Object]

Basic Details

Scheme Manager

Ilesh Savla

Bench Mark

Nifty Next 50 - TRI

Type

OPEN

Lumpsum Returns

Period Invested For₹10,000 Invested onLatest ValueAbsolute ReturnsAnnualised ReturnsCategory AvgRank 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 onInvestmentsLatest ValueAbsolute ReturnsAnnualised 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

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

  • 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

There is no Asset Allocation data

Sector Allocation

There is no Sector Allocation data

Top 10 stock holding in portfolio

Stock Invested in% of Total HoldingsQuantityValue (Cr)Asset TypeSegment
There's no data available of Stock Holdings

Peer Comparison

Scheme NameValue ResearchAsset Size (Cr)1M3M6M1Y3Y
Kotak Nifty Financial Services Ex-Bank Index Fund-Dir (G)
49.377.31%11.37%12.92%22.79%-
Kotak Nifty Financial Services Ex-Bank Index Fund-Dir (IDCW)
49.377.31%11.37%12.92%22.79%-
Tata Nifty Financial Services Index Fund-Dir (G)
84.276.58%12.43%12.65%22.78%-
Tata Nifty Financial Services Index Fund-Dir (IDCW)
84.276.58%12.43%12.65%22.78%-
Tata Nifty Financial Services Index Fund-Dir (IDCW) RI
84.276.58%12.43%12.65%22.78%-

List of Schemes under Bajaj Finserv Mutual Fund

Fund NameCategoryRisk1Y ReturnsRatingsFund Size (Cr)
Bajaj Finserv Money Market FundDebtModerately Low8.13%3₹3,691.34
Bajaj Finserv Large Cap FundEquityVery High0%0₹1,446.94
Bajaj Finserv Banking and PSU FundDebtModerate10%0₹114.72
Bajaj Finserv Healthcare FundEquityVery High0%0₹310.41
Bajaj Finserv Balanced Advantage FundHybridHigh7.41%0₹1,287.96
Bajaj Finserv Nifty Next 50 Index FundOtherVery High0%0₹0.00
Bajaj Finserv Overnight FundDebtLow6.56%3₹358.23
Bajaj Finserv Multi Asset Allocation FundHybridVery High0%0₹1,155.76
Bajaj Finserv Large and Mid Cap FundEquityVery High12.92%0₹1,870.45
Bajaj Finserv ELSS Tax Saver FundEquityVery High0%0₹49.40
Bajaj Finserv Flexi Cap FundEquityVery High13.64%0₹4,494.32
Bajaj Finserv Gilt FundDebtModerate0%0₹33.15
Bajaj Finserv Arbitrage FundHybridLow7.37%0₹917.73
Bajaj Finserv Consumption FundEquityVery High0%0₹549.69
Bajaj Finserv Nifty 50 Index FundOtherVery High0%0₹0.00
Bajaj Finserv Multi Cap FundEquityVery High0%0₹603.84
Bajaj Finserv Liquid FundDebtModerately Low7.37%5₹4,388.52

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 Mehta
    Mr. Ilesh Savla
    Bajaj Finserv Nifty Bank ETF Mr. Ilesh Savla
    Mr. Haresh Mehta
    Mr. 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 2024

    Change 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 Savla
    Mr. Ilesh Savla
    Mr. Haresh Mehta
    Bajaj Finserv Nifty Bank ETF Mr. Sorbh Gupta
    Mr. Ilesh Savla
    Mr. Ilesh Savla
    Mr. Haresh Mehta

    Powered 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?

In the short term, i.e., 1 year, Bajaj Finserv Nifty Next 50 Index Fund - Reg (G) has generated annualised return of -. In the long-term, the fund has generated - and undefined% in 3 and 5 years respectively. Since its inception, the fund has generated undefined% returns.

What is the expense ratio of Bajaj Finserv Nifty Next 50 Index Fund - Reg (G) Direct Growth?

The expense ratio of Bajaj Finserv Nifty Next 50 Index Fund - Reg (G) Direct Growth is undefined%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of Bajaj Finserv Nifty Next 50 Index Fund - Reg (G) Fund Direct Growth?

The Assets Under Management (AUM) of Bajaj Finserv Nifty Next 50 Index Fund - Reg (G) is ₹undefined (Cr) as of 2025-05-14 AUM shows the fund’s popularity and is often indicative of fund strength.

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).