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 Next 50 Total Return Index (TRI) as its benchmark. The risk level for this fund is categorised as Very High.Index Fund
Nifty Next 50 Total Return Index (TRI)
Invests in high growth companies
Invests in companies that have historically been steppingstones to Nifty 50
Sectoral mix
Benefit of a well-balanced sector mix and a diversified exposure to large cap companies
Long-term wealth creation
Focus on delivering a disciplined passive investment strategy, aligning with long-term wealth creation goals
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.
| Instruments | Indicative allocations (% of total assets) | |
|---|---|---|
| Minimum | Maximum | |
| Equity Stocks forming part of the Nifty Next 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 Next 50 Index
Rs. 100/- and in multiples of Re. 1/- thereafter.
Bajaj Finserv Nifty Next 50 Index Fund – Direct Plan
Bajaj Finserv Nifty Next 50 Index Fund – Regular Plan
A passively managed, open-ended equity scheme, the Bajaj Finserv Nifty Next 50 Index Fund mirrors the performance of the Nifty 50 Index. The fund aims to invest in the same set of companies as the Nifty 50 Index. By doing so, it can closely mimic the Index’s composition and weightage. The fund simply aims to replicate the returns of the Nifty 50 and is subject to minimal tracking error. It offers investors a low-cost and efficient way to participate in the fund performance of India’s top 50 large-cap companies. The fund’s performance is expected to move in line with the Nifty 50 over a similar timeline.
You can invest in Bajaj Finserv Nifty Next 50 Index Fund through both online and offline modes.
This plan is suitable for investors who prefer to invest on their own, without involving a distributor. Expense ratio is lower for this plan because the AMC does not have to pay a distributor commission. Over time, a lower expense ratio can result in slightly higher potential net returns.
Here, you invest through a distributor who assists you with scheme selection and application. In return, the fund charges a higher expense ratio to pass on to distributors as a commission. However, the involvement of a distributor helps investors get tailored fund recommendations based on their goals and risk profile. A distributor also helps with investments, redemptions and all other mutual fund transactions.
Bajaj Finserv Nifty Next 50 Index Fund is an equity-oriented mutual fund, so it follows the tax rules applicable to equity-oriented schemes. The tax you pay depends on how long you stay invested.
A Nifty Next 50 Index Fund is a passive mutual fund that invests in the 50 companies just below the Nifty 50 in terms of market capitalization. These companies are part of the Nifty Next 50 Index and are considered potential future leaders of the stock market.
While the Nifty 50 Index Fund invests in the top 50 companies, the Nifty Next 50 Index Fund targets the next set of large companies. These firms are usually in a growth phase and may carry higher risk but also better return potential over time.
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.
A holding period of at least 5 years is suggested to handle market ups and downs and benefit from the potential growth of these emerging large-cap companies.
You can invest in the Bajaj Finserv Nifty Next 50 Index Fund online through the AMC’s investor portal or via a registered mutual fund distributor. Offline, you can submit the application form at a local branch or any official point of acceptance. Distributors can also assist you with form filling and submission.
NAV updates on every business day and fluctuates based on market conditions. For the latest NAV, please check the top of this scheme page.
Returns depend on market performance and may vary over time. Please refer to the AMC’s website for the latest performance details.
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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