Bajaj Finserv Nifty Next 50 Index Fund Review – Bajaj Finserv Nifty Next 50 Index Fund Review Direct NFO Open on 22 April 2025 and Close on 06 May 2025. Bajaj Finserv Nifty Next 50 Index Fund Direct NFO Allotment Date is 12 May 2025, and the NFO Type is Open-Ended. NFO Riskometer is Very High Risk, and the Minimum Investment Amount is ₹500. The Minimum SIP Investment Amount is ₹500.
Type of the Scheme
An open ended scheme tracking Nifty Next 50 Index
Scheme Benchmark: Nifty Next 50 Total Return Index (TRI)
Bajaj Finserv Nifty Next 50 Index Fund Scheme Benchmark
| Company | Weightage |
|---|---|
| InterGlobe Aviation Ltd. | 4.55 |
| Hindustan Aeronautics Ltd. | 3.60 |
| Vedanta Ltd. | 3.56 |
| Divi's Laboratories Ltd. | 3.32 |
| Varun Beverages Ltd. | 3.28 |
| Indian Hotels Co. Ltd. | 3.14 |
| Cholamandalam Investment and Finance Company Ltd. | 2.90 |
| Tata Power Co. Ltd. | 2.86 |
| Power Finance Corporation Ltd. | 2.73 |
| Avenue Supermarts Ltd. | 2.72 |
Bajaj Finserv Nifty Next 50 Index Fund Important Date
| Scheme Offer | Bajaj Finserv Nifty Next 50 Index Fund |
|---|---|
| Offer Price | Rs. 10/- per Unit |
| Type of Scheme | An open-ended |
| Open Date | 22 April 2025 |
| Close Date | 06 May 2025 |
| Allotment Date | 12 May 2025 |
| Category | Index Fund |
| Min Inv ₹ | ₹500 |
| Lock in Period | N/A |
| Risk | Very High |
| Scheme Benchmark | Nifty Next 50 Total Return Index |
Investment Objective of the Scheme?
An open ended index linked growth scheme seeking to replicate the returns of the Nifty Next 50 through investments in a basket of stocks drawn from the constituents of the Nifty Next 50 index.
The objective of 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.
Bajaj Finserv Nifty Next 50 Index Fund Other Details
| Exit Load | N/A |
|---|---|
| Exit Load Details | N/A |
| Entry Load | N/A |
| Stamp Duty | 0.005% |
| Min. Investment | Rs. 500 |
| Min. SIP | Rs. 500 |
Bajaj Finserv Nifty Next 50 Index Fund Asset Allocation
| Instruments | Allocation Min | Allocation Max |
|---|---|---|
| Equity Stocks forming part of the Nifty Next 50 Index | 95% | 100% |
| Debt & Money Market instruments | 0% | 5% |
Manager Manage the Scheme?
Fund Manger: Mr. Ilesh Savla
Qualification: MBA (Finance)
Experience: 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.
Bajaj Finserv Nifty Next 50 Index Fund Sector Representation
| Sector | Weightage |
|---|---|
| Financial Services | 20.57 |
| Fast Moving Consumer Goods | 11.67 |
| Capital Goods | 8.89 |
| Consumer Services | 8.79 |
| Power | 8.73 |
| Oil, Gas & Consumable Fuels | 6.85 |
| Automobile and Auto Components | 6.38 |
| Healthcare | 5.86 |
| Metals & Mining | 5.14 |
| Services | 4.55 |
| Realty | 3.49 |
| Construction Materials | 3.48 |
| Chemicals | 1.99 |
| Information Technology | 1.88 |
| Consumer Durables | 1.75 |
Bajaj Finserv Nifty Next 50 Index Fund Index Return
| Index Return | QTD | YTD | 1 Year | 5 Years | Since Inception |
|---|---|---|---|---|---|
| Price Return | -7.27 | -7.27 | 3.99 | 24.45 | 15.70 |
| Total Return | -7.09 | -7.09 | 4.76 | 25.42 | - |
Where Will the Scheme Invest?
- Debt securities and money market instruments including G-Sec/T-Bills/Cash Management Bills and CBLO/Repo/Reverse Repo.
- Certificate of Deposits (CDs).
- Commercial Paper (CPs).
- Units of Mutual Funds.
- Any other securities / instruments as may be permitted by SEBI from time to time, subject to regulatory approvals if any.
Also Read: Nippon India Nifty 500 Quality 50 Index Fund Review
Bajaj Finserv Nifty Next 50 Index Fund Registrar
KFIN TECHNOLOGIES LIMITED
Selenium Tower- B, Plot 31-32, Gachibowli, Financial
District, Nanakramguda, Serilingampally, Hyderabad 500 032, Telangana, India.
Tel No.: +91 40 6716 2222
Website: Www.Kfintech.Com
Email: Hoacfoods.Ipo@Kfintech.Com
Investor Grievance Email:Einward.Ris@Kfintech.Com
Contact Person: Mr. M Murali Krishna
Bajaj Finserv Nifty Next 50 Index Fund Form Download
People also ask F&Q
Question 1: Is Bajaj Finserv Nifty Next 50 Index Fund Fund good or bad?
Answer 1: Yes, Bajaj Finserv Nifty Next 50 Index Fund is a good choice for investors & Retailer Also.
