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.
Exit Load--
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.
Ilesh Savla
Mr. Savla has done B.Com and MBA, Finance
Prior to joining Bajaj Finserv Mutual Fund, he has worked with Reliance Nippon Life Insurance, Equirus Securities and Maybank KimEng Securities, SBI Capital Markets, Emkay Global Financial Services Ltd, Citi and ENAM
Common questions about this fund, answered from scheme data
The latest Net Asset Value (NAV) of Bajaj Finserv Nifty Next 50 Index Fund is ₹11.72 as of 2026-08-28.
Bajaj Finserv Nifty Next 50 Index Fund is classified as a Large Cap fund.
The Assets Under Management (AUM) of Bajaj Finserv Nifty Next 50 Index Fund is ₹32.34 Cr.
The expense ratio of Bajaj Finserv Nifty Next 50 Index Fund is 1.14%.
Bajaj Finserv Nifty Next 50 Index Fund is managed by Ilesh Savla.
The minimum SIP investment for Bajaj Finserv Nifty Next 50 Index Fund is ₹500.
As per the SEBI Riskometer, Bajaj Finserv Nifty Next 50 Index Fund carries a Very High risk level.
Bajaj Finserv Nifty Next 50 Index Fund has delivered 11.6% (1Y), 0% (3Y) and 0% (5Y) annualised returns as of 2026-08-28.
Bajaj Finserv Nifty Next 50 Index Fund was launched on 2021-10-18.
Open an account with Indiabulls Securities, complete your KYC, and invest via SIP or a one-time lumpsum through our platform.
A Systematic Investment Plan (SIP) lets you invest a fixed amount at regular intervals (e.g., monthly) instead of a single lumpsum.
There is no separate brokerage on mutual fund units. The AMC charges an expense ratio, which is already reflected in the NAV. An exit load may apply if you redeem before the specified period.
Mutual fund NAVs are declared once per business day after market close, in line with SEBI norms.
The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.
