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Bajaj Finserv Nifty Next 50 Index Fund Direct-Growth

Equity: Large Cap - Growth (Open ended)

Bajaj Finserv Nifty Next 50 Index Fund Direct-GrowthNAV: 11.43 as on 16 Jul, 2026

Risk levelCategoryBenchmark

Factsheet

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

NAV: ₹11.43-0.07%

17 Jul 2026

Similar Funds

Side-by-side comparison of Bajaj Finserv Nifty Next 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	+4.56%	0.36%	29 / 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 Next 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 Next 50 Total Return Index

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

ICICI Prudential Nifty Next 50 Index Direct-Growth

UTI Nifty Next 50 Index Fund Direct-Growth

HDFC NIFTY Next 50 Index Fund Direct-Growth

SBI Nifty Next 50 Index Fund Direct-Growth

DSP Nifty Next 50 Index Fund Direct-Growth

Frequently Asked Questions

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

Funds similar to Bajaj Finserv Nifty Next 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 Next 50 Index Fund Direct-Growth in its category?

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

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

Bajaj Finserv Nifty Next 50 Index Fund Direct-Growth has an expense ratio of 0.44%. 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 Next 50 Index Fund Direct-Growth's AUM compare to similar funds?

Bajaj Finserv Nifty Next 50 Index Fund Direct-Growth has an AUM of ₹31.14 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 Next 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 Next 50 Index Fund Direct-Growth rank in risk-adjusted returns vs peers?

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