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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"debt": "Debt/Cash 100%",
"equity": "Equity 0%",
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"date": "31-10-2024",
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This is an Index fund with Nifty 50 Total Return Index (TRI) as its benchmark. The risk level for this fund is categorised as Very High.Index Fund
Nifty 50 Total Return Index (TRI)
Low expense ratio
Since this scheme replicates the the Nifty 50 index performance. It has relatively lower expense ratio than actively managed funds
Long-term wealth creation
Focus on delivering a disciplined passive investment strategy, aligning with long-term wealth creation goals
Minimal tracking difference
Track the Nifty 50 Index with minimal tracking difference, no fund manager bias and minimal intervention
An open ended index linked growth scheme seeking to replicate the returns of the Nifty 50 through investments in a basket of stocks drawn from the constituents of the Nifty 50 index. The objective of the Scheme is to invest in companies whose securities are included in the Nifty 50 Index and subject to tracking errors, to endeavor to achieve the returns of the Nifty 50 Index. This would be done by investing in all the stocks comprising Nifty 50 in approximately the same weightage that they represent in Nifty 50. The Scheme will not seek to outperform the Nifty 50 or to underperform it. The objective is that the performance of the NAV of the Scheme should track the performance of the Nifty 50 over the same period.
However, there is no assurance that the investment objective of the Scheme will be achieved.
| Instruments | Indicative allocations (% of total assets) | |
|---|---|---|
| Minimum | Maximum | |
| Equity Stocks forming part of the Nifty 50 Index | 95% | 100% |
| Debt & Money Market instruments* | 0% | 5% |
Rs. 500 and in multiples of Re. 0.01/- or the account balance of the investor whichever is less.
Entry Load: Nil
Exit Load :Nil
An open ended scheme tracking Nifty 50 Index
Rs. 100/- and in multiples of Re. 1/- thereafter.
Bajaj Finserv Nifty 50 Index Fund – Direct Plan
Bajaj Finserv Nifty 50 Index Fund – Regular Plan
The Bajaj Finserv Nifty 50 Index Fund is a simple and low-cost option for investors who are looking to gain exposure to India’s Top 50 companies. The fund mirrors the Nifty 50 Index through investing in similar proportions. It is designed to replicate the index and deliver returns that are in line with overall market movements. While there is no active stock picking, the focus is on efficient tracking. This makes it a suitable choice for investors who prefer a hands-off approach that’s also linked to the markets. The fund combines not only diversification and transparency but also consistency, thereby making a solid long-term equity option.
When you invest in Bajaj Finserv Multi Asset Allocation Fund, you have two options – direct and regular. Each plan caters to different types of investors and the level of involvement their looking for.
For investors looking to invest independently with no help from a distributor a direct plan is likely suitable. Since there is no commission involved, the expense ratio is often slightly lower. This means that this can lead to potentially better returns in the longer run.
The regular plan differs in the fact that there is a mutual fund distributor who is involved in the investment process. This middle man offers you guidance throughout the journey. Here a commission is involved often hence the expense ratio has a chance to run slightly higher.
However, this plan comes with its own potential advantages like personalized advice, goal-based recommendations and on-going support with transactions like purchases and redemptions.
Since it’s an equity-oriented fund, gains are taxed as follows:
A Nifty 50 Index Fund is a type of passive mutual fund that mirrors the Nifty 50 Index, a list of India’s top 50 companies by market capitalization. It doesn’t try to beat the market but aims to match its performance. These funds have lower costs (TER) than actively managed funds and offer a simple way to invest in India’s stock market.
This fund mirrors the Nifty 50 Index. Each stock in the fund has the same weight as it does in the index. Since it just follows the index, there's no active decision-making. This reduces fund management costs and helps lower risk, compared to active funds that pick and choose stocks.
This fund can be a suitable option if you want long-term growth, are okay with market-matching returns, and prefer low-cost investing. It’s also a suitable option for beginners or anyone who wants a simple approach to equity markets.
To get the most benefit, stay invested for at least 5 years. Long-term investing helps ride out market ups and downs and allows your money to grow through compounding.
You can invest online through the Bajaj Finserv AMC portal or via your demat account. Offline, you can apply through a mutual fund distributor or submit the form directly at the AMC’s Official Point of Acceptance (OPAT).
NAV updates on every business day and fluctuates based on market conditions. For the latest NAV, please check the top of this scheme page.
Top holdings are subject to change. For the latest portfolio details, please refer to the fund’s official Factsheet.
Returns vary over time and are influenced by market performance. Please visit the AMC website or refer for the most recent performance data.
You can typically start with a minimum investment of ₹500. For exact terms, please refer to the scheme document or check with your distributor.
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