IS
Ilesh SavlaLead
Since May 2025
AUM managed
₹1,903.64Cr
Tenure
Since May 2025
Funds
7
Bajaj Finserv Nifty Next 50 Idx Reg Gr
Index FundsBajaj Finserv Mutual Fund
NAV
₹11.12
+0.12% today
AUM
₹32.76 Cr
Fund size
Expense
1.15%
Regular plan
Min SIP
₹1,000
per month
Min Lumpsum
₹5,000
one-time
Exit Load
0.0
on redemption
Fund snapshot
Category rank--
Risk-o-meterVery High Risk
BenchmarkNifty Next 50 TR INR (100%)
Number of holdings50
Inception12 May 2025
Exit load0.0
Risk metrics
Alpha0
Beta0
Sharpe ratio0.34
Standard deviation22.02%
Sortino ratio0.53
Capital gains tax
Equity
STCG · short-term
20%Short-term gains taxed at 20%
Applies when equity fund units are sold within 12 months.
LTCG · long-term
12.5%Long-term gains taxed at 12.5%
Applies when equity fund units are sold after 12 months.
Equity-oriented mutual fund taxation applies based on holding period.
Fund managers
About Bajaj Finserv Nifty Next 50 Idx Reg Gr
Bajaj Finserv Nifty Next 50 Idx Reg Gr is an open-ended Index Funds mutual fund scheme offered by Bajaj Finserv Mutual Fund under the regular plan with the growth option. Its latest net asset value (NAV) is ₹11.12 per unit and the scheme manages ₹32.76 Cr in assets under management. The fund charges an expense ratio of 1.15% and is benchmarked against Nifty Next 50 TR INR (100%). Over the trailing 1 year, Bajaj Finserv Nifty Next 50 Idx Reg Gr has delivered +1.23% returns. SEBI's riskometer places this scheme in the Very High Risk category, so read the scheme information document before investing.
Investment objective
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.
Regular Plan · Growth option · NAV as of 11 Sept 2026
Bajaj Finserv Nifty Next 50 Idx Reg Gr returns
| Period | Fund |
|---|---|
| 1 month | -5.58% |
| 3 months | -1.90% |
| 6 months | +9.06% |
| 1 year | +1.23% |
| 3 years | 0.00% |
| 5 years | 0.00% |
Rolling returns
| Period | Fund |
|---|---|
| 1 month | 0.00% |
| 3 months | +3.82% |
| 6 months | +5.71% |
| 1 year | +11.33% |
| 3 years | 0.00% |
| 5 years | 0.00% |
Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
Bajaj Finserv Nifty Next 50 Idx Reg Gr — frequently asked questions
What is the NAV of Bajaj Finserv Nifty Next 50 Idx Reg Gr?
The latest net asset value (NAV) of Bajaj Finserv Nifty Next 50 Idx Reg Gr is ₹11.12 per unit, +0.12% over the previous trading day. NAV is declared by the AMC at the end of every business day.
What returns has Bajaj Finserv Nifty Next 50 Idx Reg Gr delivered?
Bajaj Finserv Nifty Next 50 Idx Reg Gr has returned +1.23% over the trailing 1 year. Returns beyond one year are annualised. Past performance does not guarantee future returns.
What is the expense ratio of Bajaj Finserv Nifty Next 50 Idx Reg Gr?
Bajaj Finserv Nifty Next 50 Idx Reg Gr charges an expense ratio of 1.15% per annum. The expense ratio is deducted from the scheme's assets, so the NAV you see is already net of it.
How risky is Bajaj Finserv Nifty Next 50 Idx Reg Gr?
SEBI's riskometer classifies Bajaj Finserv Nifty Next 50 Idx Reg Gr as Very High Risk, which is typical for a Index Funds scheme. Match the scheme's risk level to your own risk tolerance and investment horizon before investing.
What is the minimum investment in Bajaj Finserv Nifty Next 50 Idx Reg Gr?
You can start a SIP in Bajaj Finserv Nifty Next 50 Idx Reg Gr from ₹1,000 per month, and the minimum lumpsum investment is ₹5,000.
Who manages Bajaj Finserv Nifty Next 50 Idx Reg Gr?
Bajaj Finserv Nifty Next 50 Idx Reg Gr is managed by Bajaj Finserv Mutual Fund, holds ₹32.76 Cr in assets under management and invests across 50 holdings. This page covers the regular plan with the growth option.
Scheme identifiers
- Fund house
- Bajaj Finserv Mutual Fund
- Scheme category
- Equity
- Scheme sub-category
- Index Funds
- Plan
- Regular plan
- Option
- Growth
- ISIN
- INF0QA701BD3
- Scheme code
- FS0000JHC6
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