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Bajaj Finserv Nifty 50 Index Fund Direct-Growth

Equity: Large Cap - Growth (Open ended)

Bajaj Finserv Nifty 50 Index Fund Direct-GrowthNAV: 9.93 as on 16 Jul, 2026

Risk levelCategoryBenchmark

Factsheet

SEBI Riskometer: Very HighCategory: Equity: Large CapBenchmark: NIFTY 50 Total Return Index

NAV: ₹9.93+1.10%

17 Jul 2026

Similar Funds

Side-by-side comparison of Bajaj Finserv Nifty 50 Index Fund Direct-Growth with similar funds — trailing returns, risk metrics, AUM and expense ratio.

Period	This Fund	Category Avg	Category Rank
1Y Return	-2.47%	0.36%	82 / 101
3Y Return	—	11.68%	—
5Y Return	—	11.19%	—
10Y Return	—	12.49%	—

Trailing annualised returns (%). Category rank: lower is better. Green = top third of category.

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Funds in Equity: Large Cap

Top funds by AUM in the Equity: Large Cap category — see how Bajaj Finserv Nifty 50 Index Fund Direct-Growth compares on size and returns.

ICICI Prudential Large Cap Fund Direct-Growth

SBI Large Cap Direct Plan-Growth

Nippon India Large Cap Fund Direct-Growth

HDFC Large Cap Fund Direct-Growth

Mirae Asset Large Cap Fund Direct-Growth

Funds Tracking NIFTY 50 Total Return Index

Top funds tracking the NIFTY 50 Total Return Index — sorted by AUM to show the largest options available.

UTI Nifty 50 Index Fund Direct-Growth

HDFC NIFTY 50 Index Fund Direct-Growth

ICICI Prudential Nifty 50 Index Direct Plan-Growth

SBI Nifty Index Direct Plan-Growth

Navi Nifty 50 Index Fund Direct-Growth

Frequently Asked Questions

Which funds are similar to Bajaj Finserv Nifty 50 Index Fund Direct-Growth?

Funds similar to Bajaj Finserv Nifty 50 Index Fund Direct-Growth in the Equity: Large Cap category include ICICI Prudential Large Cap Fund Direct-Growth, SBI Large Cap Direct Plan-Growth, and Nippon India Large Cap Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.

What is the rank of Bajaj Finserv Nifty 50 Index Fund Direct-Growth in its category?

The category rank of Bajaj Finserv Nifty 50 Index Fund Direct-Growth is shown in the Trailing Returns section above.

How does Bajaj Finserv Nifty 50 Index Fund Direct-Growth's expense ratio compare to similar funds?

Bajaj Finserv Nifty 50 Index Fund Direct-Growth has an expense ratio of 0.31%. The peers ICICI Prudential Large Cap Fund Direct-Growth has an expense ratio of 1.02% and SBI Large Cap Direct Plan-Growth has 0.85%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.

How does Bajaj Finserv Nifty 50 Index Fund Direct-Growth's AUM compare to similar funds?

Bajaj Finserv Nifty 50 Index Fund Direct-Growth has an AUM of ₹38.45 crore. The peers ICICI Prudential Large Cap Fund Direct-Growth has an AUM of ₹79,420.7 crore and SBI Large Cap Direct Plan-Growth has ₹55,064 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.

Which fund has the best 3-year returns in the Equity: Large Cap?

The top performing fund in the Equity: Large Cap category on a 3-year basis is Nippon India Nifty Next 50 Junior BeES FoF Direct-Growth with a CAGR of 17.97% as of 16 Jul 2026. Bajaj Finserv Nifty 50 Index Fund Direct-Growth has delivered - CAGR over the same period. You can view and compare the full category ranking on sharpely.

How does Bajaj Finserv Nifty 50 Index Fund Direct-Growth rank in risk-adjusted returns vs peers?

The Sharpe ratio of Bajaj Finserv Nifty 50 Index Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section on the Performance tab.