36
Index — Large CapAvoid
Bajaj Finserv Nifty Next 50 Index
Bajaj Finserv · Direct–Growth · rank #56 of 82 by Smart Score
Data updated
Trailing returns
1 Year
-1.0%
+9.2% vs index
3 Years
—
5 Years
—
Since launch
3.5%
Year-by-year performance
2026
-0.9%+10.8% vs index
Why this score
Bajaj Finserv Nifty Next 50 Index scores 36/100 — #56 of 82 Index — Large Cap fund (Avoid). It stands out for alpha — beating 77% of peers on alpha. The main drag is its sharpe ratio (better than only 26% of peers).
Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.
Sharpe ratio-0.19 · 26th percentile in category
Fund size29.11 Cr · 14th percentile in category
Alpha7.37 · 77th percentile in category
Volatility15.76 · 28th percentile in category
Sortino ratio-0.25 · 26th percentile in category
Expense ratio0.41% · 30th percentile in category
Top holdings
1.Divi's Laboratories Ltd4.85%
2.TVS Motor Company Ltd3.96%
3.Hindustan Aeronautics Ltd3.64%
4.Tata Motors Ltd3.62%
5.Adani Power Ltd3.49%
50 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.