Investments in top banking stocks
Offers diversified exposure to leading Indian banks listed on NSE, capturing the growth potential of the banking sector.
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BAJAJ FINSERV ASSET MANAGEMENT LIMITED.
Top banking stocks
Low cost
The investment objective of the scheme is to provide returns that are corresponding with the performance of the Nifty Bank Index, subject to tracking errors. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved. Open configuration options.
Investments in top banking stocks
Offers diversified exposure to leading Indian banks listed on NSE, capturing the growth potential of the banking sector.
Read MoreLiquidity and trading flexibility
Offers real-time trading opportunities as it is listed on the stock exchange.
Read MoreCost-effective investment
Has lower expense ratios compared to actively managed mutual funds.
Read More
Mr. Savla has over 25 years of work experience across various functions in Equity Dealing and Sales Trading / Dealing profile. Prior to joining the Company, Mr. Savla was associated with Reliance Nippon Life Insurance, Equirus Securities and Maybank KimEng Securities.
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An open ended exchange traded fund tracking NIFTY Bank Index
Through Stock Exchange – 1 Unit & in multiple of 1 thereof.
Directly with Mutual Fund – in creation unit size viz. 50,000 Units and in multiples thereof.
| Tenors | Current value of ₹10,000 Invested | CAGR | ||||
|---|---|---|---|---|---|---|
| Since Inception 19 Jan '24 |
1Y | 3Y | Since Inception 19 Jan '24 |
1Y | 3Y | |
| Bajaj Finserv Nifty Bank ETF | ₹13,408 | ₹12,599 | — | 14.91% | 25.99% | — |
| Nifty Bank TRI | ₹13,469 | ₹12,620 | — | 15.16% | 26.20% | — |
| Nifty 50 TRI | ₹11,937 | ₹11,507 | — | 8.75% | 15.07% | — |
Disclaimer: Past performance may or may not be sustained in future. Inception Date: 19 January 2024. Period for which scheme’s performance has been provided is computed basis last day of the previous month preceding the date of this material (January 31, 2026). Returns less than 1-year period are simple annualized and greater than 1 year are compounded annualized.
Nil
Nil
**If charged, the same shall be credited to the scheme immediately net of service tax, if any.
to view Total Expense Ratio
The broad principles on which the AMC would determine the compensation would include the trading volume, generating liquidity in the market, bid-ask spread in units of ETFs, expense ratio of the ETFs and such other information as may be required to formalize performance based incentive structure.
Maximum Total Expense Ratio (TER) permissible under Regulation 52 (6) I (i) and (6) (a) (Upto 1.00) Additional expenses for gross new inflows from specified cities (Upto 0.30*)
The Bajaj Finserv Nifty Bank ETF is an exchange-traded fund that tracks the Nifty Bank Index, which represents India’s top banking stocks in terms of market capitalisation.
The Nifty Bank ETF provides investors with diversified exposure to the banking sector, including private and public sector banks. The scheme is passively managed and the portfolio mirror’s that of the benchmark index. The scheme aims to match the index’s performance, subject to tracking error.
The ETF offers real-time trading on stock exchanges, making it a liquid and cost-effective way to invest in banking stocks. It allows investors to access the banking sector’s long-term growth potential without the need to select and manage individual stocks.
ETFs, or Exchange-Traded Funds, are diversified investment avenues that trade on stock exchanges like individual stocks. Similar to mutual funds, ETF investments offer diversification by holding a variety of stocks, bonds, or commodities.
However, unlike mutual funds, ETFs can be bought and sold throughout the trading day at the price quoted on exchange, which is based on the current value of their underlying securities. Moreover, with most mutual funds, a manager actively chooses the portfolio holdings and makes buy or sell decisions based on the investment strategy and objectives. The goal is usually to outperform the broader market. In comparison, ETFs mirror an existing stock market index (such as the Nifty 50) and seek to replicate its performance (subject to a tracking error, which is the difference between the fund’s performance and that of its benchmark).
Here are some of the benefits of investing in ETFs:
ETF investments can be suitable for a diverse range of investors. This can include:
1. New investors who seek exposure to various assets through a single investment.
2. Seasoned investors seeking portfolio diversification or the inclusion of specific asset classes.
3. Investors who want to reduce the role of a fund manager’s decision-making on their investment and prefer to align it with broader market movements.
4. Investors seeking intra-day liquidity and trading flexibility.
5. Investors who want lower expense ratios than that charged by active mutual funds
It is an exchange-traded fund that tracks the Nifty Bank Index, providing exposure to India’s top banking stocks.
It offers diversification across multiple banks, reducing the risk associated with investing in a single stock. Moreover, the portfolio is professionally managed.
The Bajaj Finserv Nifty Bank ETF can be suitable for those looking for potential wealth-creation in the long-term through a low-cost, passive exposure to the country’s banking sector. It is also suitable for those seeking intra-day liquidity and trading flexibility.
ETFs are traded on the stock exchange and investors need a demat account to buy or sell units.
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Our Investment Philosophy reflects what we, as an organisation, believe will generate a good return on equity investment for our investors in the long term. It dictates our goals and guides decision making.
Alpha (a) is a term used in investing to describe an investment strategy’s ability to beat the market.
Alpha is thus also often referred to as excess return or the abnormal rate of return in relation to a benchmark, when adjusted for risk. Essentially, it means doing better than the crowd without taking disproportionate risk.
Collecting superior information
Analysts and portfolio managers strive to collect superior information about the business and the management of the company. They try to generate superior earnings forecast and the balance strength of the company and the industry, thereby trying to 'beat the market' on information edge. This is an important source of alpha for an investor. However, over the years, retaining the information edge has become more difficult and expensive. With a whole lot of investors trying to collect superior information, how can an investor be sure to continuously have accurate and material information about the companies, ahead of others, all the time?
Processing information better
Even if you don't have material information earlier than the crowd, you can still generate better outcomes if you are able to process this information better. Investors develop models and algorithms with enhanced predictive powers to forecast the next move. Fund managers who invest based on some pure formal analytical models are quantitative managers. Here, the goal is to try and beat other investors based on the sophistication of procedures or analytics. The analytical edge can be quite useful until it gets copied by many, and then it may stop generating superior returns.
Exploiting behavioural biases
As the name suggests, this edge is achieved by superior behaviour in reacting to the inputs available to maximise alpha. Modern finance assumes people behave with extreme rationality. However, researchers in behavioural finance have shown that this is not true. Moreover, these deviations from rationality are often systematic. Behavioural managers try to exploit situations where securities are mispriced by the market because of behavioural factors. At Bajaj Finserv AMC, we endeavour to combine the best of these edges.
