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Value Research Rating
Our Opinion
Riskometer
Very High
₹10.7163 0.89%
As on 24-Jun-2025
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Bajaj Finserv Nifty Next 50 Index Fund - Direct Plan
|
|
Very High
|
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0.30 |
||
 |
|
Very High
|
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0.39 |
||
|
|
Very High
|
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0.40 |
||
 |
|
Very High
|
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0.19 |
||
|
|
Very High
|
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0.20 |
₹8 Cr
--
500
500
500
6
Investment Strategy
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.
Suitability
"When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns of fixed income options. But be prepared for ups and downs in your investment value along the way.
This is a fund that invests in big companies. Compared to those that invest in smaller companies, such funds tend to fall less when stock prices fall. Therefore, they are more suited to conservative equity investors.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other large-cap fund, if you need to redeem your investment in less than five years.
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Bajaj Finserv Nifty Next 50 Index Fund - Direct Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Bajaj Finserv Nifty Next 50 Index Fund - Direct Plan can be bought from the Bajaj Finserv Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Bajaj Finserv Nifty Next 50 Index Fund - Direct Plan, is ₹10.7163 as of 25-Jun-2025.
| Company | Percentage of Portfolio |
|---|---|
|
4.49
|
|
|
4.06
|
|
|
3.60
|
|
|
3.18
|
|
|
2.91
|
Over the past five years, Bajaj Finserv Nifty Next 50 Index Fund - Direct Plan has delivered an annualised return of --% as of 25-Jun-2025.
The minimum investment required to start investing in Bajaj Finserv Nifty Next 50 Index Fund - Direct Plan is ₹500 for the lump sum option and ₹500 for the SIP (Systematic Investment Plan) option.
