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Fund Overview of Bajaj Finserv Nifty Next 50 Index Fund Regular-growth
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₹30.1 CrAUM
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₹11.47NAV
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1.15%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Bajaj Finserv Nifty Next 50 Index Fund Regular-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 15.38% | NA | 2.02% |
| 6 Months | 2.35% | NA | 10.55% |
| 1 Year | 5.15% | 5.15% | -1.10% |
Asset Allocation
equities
100.71%Bajaj Finserv Nifty Next 50 Index Fund Regular-growth is one Equity mutual fund offered by Bajaj Finserv Mutual Fund. Launched on 12 May 2025, the fund aims Wealth creation over long term. An index fund that seeks to replicate returns by investing in a basket of stocks covered by Nifty Next 50 Index and aims to achieve returns of the Nifty Next 50 Index, subject to tracking error. It manages assets worth ₹30.1 crore as on Sun May 31, 2026. The expense ratio stands at 1.15%. Fund Manager Manager EducationAbout Bajaj Finserv Nifty Next 50 Index Fund Regular-growth
The portfolio allocation consists of 100.71% in equities.Managed by Ilesh Savla, it has delivered a return of 5.15% in the last year, a total return since inception of 12.65%.
Long-term investors generally evaluate different best sip in india to plan disciplined wealth.
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Nippon India Large Cap Fund Direct-growth  |
₹51,660 | 5.02% | 8.24% | 0.33% | 14.18% | 16.29% |
| Nippon India Large Cap Fund Direct-idcw |
₹51,660 | 5.02% | 8.24% | 0.33% | 14.18% | 16.29% |
| UTI Bse Sensex Next 50 Etf-growth |
₹33 | 4.15% | 12.69% | 3.21% | 18.19% | 15.92% |
| SBI Bse Sensex Next 50 Etf-idcw |
₹25 | 4.15% | 12.70% | 3.18% | 18.15% | 15.92% |
| Nippon India Etf Bse Sensex Next 50-growth |
₹117 | 4.15% | 12.67% | 3.08% | 18.00% | 15.72% |
| Nippon India Large Cap Fund-growth |
₹51,660 | 4.95% | 8.03% | -0.48% | 13.21% | 15.32% |
| Nippon India Large Cap Fund-idcw |
₹51,660 | 4.95% | 8.03% | -0.48% | 13.21% | 15.32% |
| Invesco India Largecap Fund Direct-growth |
₹1,848 | 6.21% | 13.45% | 3.35% | 15.32% | 14.34% |
| Invesco India Largecap Fund Direct-idcw |
₹1,848 | 6.21% | 13.45% | 3.35% | 15.32% | 14.34% |
| UTI Nifty Next 50 Exchange Traded Fund-growth |
₹2,194 | 3.67% | 15.85% | 6.89% | 18.73% | 14.23% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Bajaj Finserv Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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Bajaj Finserv Large Cap Fund Direct-growth
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₹1,471 | 5.47% | 9.06% | -2.26% | 1.64% | - |
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Bajaj Finserv Large Cap Fund Regular-growth
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₹1,471 | 5.33% | 8.65% | -2.98% | 0.15% | - |
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Bajaj Finserv Large Cap Fund Direct-idcw
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₹1,471 | 5.47% | 9.06% | -2.26% | 1.64% | - |
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Bajaj Finserv Large Cap Fund Regular-idcw
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₹1,471 | 5.33% | 8.65% | -2.98% | 0.15% | - |
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Bajaj Finserv Nifty 50 Etf-growth
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₹169 | 4.84% | 6.89% | -6.11% | -3.00% | - |
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Bajaj Finserv Nifty 50 Index Fund Regular-growth
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₹38 | 4.76% | 6.63% | -6.32% | -4.09% | - |
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Bajaj Finserv Nifty 50 Index Fund Direct-growth
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₹38 | 4.83% | 6.83% | -5.98% | -3.43% | - |
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Bajaj Finserv Nifty 50 Index Fund Regular-idcw
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₹38 | 4.76% | 6.63% | -6.32% | -4.09% | - |
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Bajaj Finserv Nifty 50 Index Fund Direct-idcw
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₹38 | 4.83% | 6.83% | -5.98% | -3.43% | - |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| SBI Nifty 50 Etf-idcw |
₹205,278 | ₹262.59 | 9.03% | 10.30% | 12.60% |
| SBI Bse Sensex Etf |
₹115,687 | ₹871.20 | 7.16% | 9.40% | 12.41% |
| ICICI Prudential Large Cap Fund-growth |
₹76,297 | ₹109.93 | 13.19% | 13.54% | 13.70% |
| ICICI Prudential Large Cap Fund Direct-growth |
₹76,297 | ₹121.35 | 13.82% | 14.20% | 14.48% |
| ICICI Prudential Large Cap Fund-idcw |
₹76,297 | ₹29.64 | 13.19% | 13.54% | 13.70% |
| ICICI Prudential Large Cap Fund Direct-idcw |
₹76,297 | ₹61.40 | 13.82% | 14.20% | 14.48% |
| UTI Nifty 50 Etf |
₹68,963 | ₹270.40 | 9.04% | 10.31% | 12.62% |
| Nippon India Etf Nifty 50 Bees |
₹62,890 | ₹277.85 | 9.04% | 10.32% | 12.58% |
| SBI Large Cap Fund-growth |
₹53,527 | ₹94.99 | 10.28% | 11.32% | 12.05% |
| SBI Large Cap Direct Plan-growth |
₹53,527 | ₹105.91 | 11.04% | 12.10% | 12.96% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Vedanta Ltd | Materials | 5.25% | ₹1.50 Cr |
| Vedanta Ltd | Materials | 5.19% | ₹1.30 Cr |
| Adani Power Ltd | Energy & Utilities | 4.03% | ₹1.21 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 3.91% | ₹1.12 Cr |
| Adani Power Ltd | Energy & Utilities | 3.72% | ₹1.09 Cr |
| Divi's Laboratories Ltd | Healthcare | 3.39% | ₹1.02 Cr |
| Tata Motors Ltd | 3.47% | ₹1.01 Cr | |
| Divi's Laboratories Ltd | Healthcare | 3.50% | ₹1.00 Cr |
| Hindustan Aeronautics Ltd | Industrials | 3.27% | ₹0.98 Cr |
| Divi's Laboratories Ltd | Healthcare | 3.35% | ₹0.98 Cr |
| Hindustan Aeronautics Ltd | Industrials | 3.34% | ₹0.97 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 3.32% | ₹0.97 Cr |
| Cummins India Ltd | Industrials | 3.18% | ₹0.96 Cr |
| Tata Motors Ltd | 3.17% | ₹0.96 Cr | |
| Tata Motors Ltd | 3.81% | ₹0.95 Cr | |
| Tvs Motor Company Ltd | Consumer Discretionary | 3.15% | ₹0.95 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 3.69% | ₹0.92 Cr |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | 3.21% | ₹0.92 Cr |
| Hindustan Aeronautics Ltd | Industrials | 3.19% | ₹0.92 Cr |
| Cholamandalam Investment & Finance Company Ltd | Financial | 3.15% | ₹0.90 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Nippon India Large Cap Fund Direct-growth |
₹102.13 | 14.18% | 16.29% | - |
| Nippon India Large Cap Fund Direct-idcw |
₹40.62 | 14.18% | 16.29% | - |
| UTI Bse Sensex Next 50 Etf-growth |
₹93.95 | 18.19% | 15.92% | - |
| SBI Bse Sensex Next 50 Etf-idcw |
₹942.39 | 18.15% | 15.92% | - |
| Nippon India Etf Bse Sensex Next 50-growth |
₹92.00 | 18.00% | 15.72% | - |
| Nippon India Large Cap Fund-growth |
₹90.84 | 13.21% | 15.32% | - |
| Nippon India Large Cap Fund-idcw |
₹26.56 | 13.21% | 15.32% | - |
| Invesco India Largecap Fund Direct-growth |
₹87.41 | 15.32% | 14.34% | - |
| Invesco India Largecap Fund Direct-idcw |
₹35.47 | 15.32% | 14.34% | - |
| UTI Nifty Next 50 Exchange Traded Fund-growth |
₹78.34 | 18.73% | 14.23% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Bajaj Finserv Nifty Next 50 Index Fund Regular-growth
What is the current AUM of Bajaj Finserv Nifty Next 50 Index Fund Regular-growth?
As of Sun May 31, 2026, Bajaj Finserv Nifty Next 50 Index Fund Regular-growth manages assets worth ₹30.1 crore
How has Bajaj Finserv Nifty Next 50 Index Fund Regular-growth performed recently?
- 3 Months: 15.38%
- 6 Months: 2.35%
What is the long-term performance of Bajaj Finserv Nifty Next 50 Index Fund Regular-growth?
- Since Inception: 12.65%
What is the portfolio composition of Bajaj Finserv Nifty Next 50 Index Fund Regular-growth?
Equity: 100.71%, Others: -0.71%.
Who manages Bajaj Finserv Nifty Next 50 Index Fund Regular-growth?
Bajaj Finserv Nifty Next 50 Index Fund Regular-growth is managed by Ilesh Savla from Bajaj Finserv Mutual Fund.
What is the market-cap allocation of Bajaj Finserv Nifty Next 50 Index Fund Regular-growth?
Large Cap: 92.40%, Mid Cap: 7.60%.
Which are the top companies Bajaj Finserv Nifty Next 50 Index Fund Regular-growth has invested in?
- Vedanta Ltd – 5.25% of the fund's portfolio
- Vedanta Ltd – 5.19% of the fund's portfolio
- Adani Power Ltd – 4.03% of the fund's portfolio
- TVS Motor Company Ltd – 3.91% of the fund's portfolio
- Adani Power Ltd – 3.72% of the fund's portfolio
Which are the major sectors Bajaj Finserv Nifty Next 50 Index Fund Regular-growth focuses on?
- Consumer Discretionary – 14.07% of the fund's portfolio
- Industrials – 12.98% of the fund's portfolio
- Energy & Utilities – 10.96% of the fund's portfolio
- Other – 10.45% of the fund's portfolio
- Materials – 10.44% of the fund's portfolio
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