Bajaj Finserv Nifty Next 50 Index Fund Direct Growth

Equity
Large Cap
Very High Risk
1M
All
NAV: 18 Jul 2025₹10.85
Min. SIP amount₹500
RatingNA
Fund size₹9.45Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (50)

NameSectorInstrumentAssets
ServicesEquity4.92%
Capital GoodsEquity3.88%
HealthcareEquity3.62%
Metals & MiningEquity3.28%
Consumer StaplesEquity2.89%
FinancialEquity2.88%
AutomobileEquity2.87%
EnergyEquity2.86%
ServicesEquity2.80%
EnergyEquity2.70%
ServicesEquity2.70%
FinancialEquity2.61%
FinancialEquity2.60%
Consumer StaplesEquity2.57%
ServicesEquity2.42%
EnergyEquity2.30%
ConstructionEquity2.25%
EnergyEquity2.16%
FinancialEquity2.11%
InsuranceEquity2.06%
TechnologyEquity2.06%
Consumer StaplesEquity1.99%
ChemicalsEquity1.98%
EnergyEquity1.93%
FinancialEquity1.93%
AutomobileEquity1.91%
Capital GoodsEquity1.83%
Consumer StaplesEquity1.77%
ConstructionEquity1.74%
Capital GoodsEquity1.64%
ConstructionEquity1.63%
FinancialEquity1.62%
FinancialEquity1.60%
ConstructionEquity1.58%
HealthcareEquity1.49%
Metals & MiningEquity1.46%
Capital GoodsEquity1.34%
EnergyEquity1.34%
AutomobileEquity1.33%
Capital GoodsEquity1.32%
Capital GoodsEquity1.20%
Consumer StaplesEquity1.20%
AutomobileEquity1.18%
Capital GoodsEquity1.17%
InsuranceEquity1.08%
FinancialEquity1.06%
HealthcareEquity1.04%
InsuranceEquity0.91%
ServicesEquity0.65%
FinancialEquity0.48%
See All

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500

Returns and rankings

Category: Equity Large Cap
Absolute returns
1M3M6MAll
Fund returns-1.2%NANA8.1%
Category averageNANANANA
Rank with in categoryNANANANA
Understand terms

Peer Comparison

Equity, Large Cap fundsRating1Y3YFund Size(Cr)
5
3.3%23.8%43,828.60
5
5.3%21.8%6,323.27
5
3.3%21.4%72,336.05
5
0.1%20.0%38,905.12
4
4.4%19.4%16,617.33

Expense ratio, exit load and tax

Expense ratio: 0.30%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Fund management

Ilesh Savla
Apr 2025 - Present
View details

Education
Mr. Savla has done B.Com and MBA, Finance
Experience
Prior to joining Bajaj Finserv Mutual Fund, he has worked with Reliance Nippon Life Insurance, Equirus Securities and Maybank KimEng Securities, SBI Capital Markets, Emkay Global Financial Services Ltd, Citi and ENAM
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
8th floor, E-Core,Solitaire Business Hub (formerly Marvel Edge),Viman Nagar Pune 411014
Phone
1800-309-3900
Launch Date
18 Oct 2021
E-mail
NA
Website
Bajaj Finserv Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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