Index — Large CapHold

Bajaj FInserv Nifty Next 50 Index

Bajaj Finserv · Direct–Growth · rank #37 of 81 by Smart Score

Data updated 22 Jul 2026

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Trailing returns

vs Nifty 50 (index-fund proxy)

1 Year

6.3%

+8.9% vs index

3 Years

—

5 Years

—

Since launch

9.2%

Year-by-year performance

last entry = YTD

2026

+4.7%+11.6% vs index

Why this score

Bajaj FInserv Nifty Next 50 Index scores 51/100 — #37 of 81 Index — Large Cap fund (Hold). It stands out for alpha and 1y return — beating 96% of peers on alpha. The main drag is its fund size (better than only 15% of peers).

Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.

Alpha9.47 · 96th percentile in category

Fund size31.14 Cr · 15th percentile in category

Volatility16.28 · 24th percentile in category

Expense ratio0.39% · 33rd percentile in category

1Y return6.26% · 77th percentile in category

Sharpe ratio0.17 · 61st percentile in category

Other Index — Large Cap funds

Kotak Nifty Next 50 Index

3Y 18.6%

Edelweiss Nifty Next 50 Index

3Y 18.6%

Axis Nifty Next 50 Index

3Y 18.6%

UTI Nifty Next 50 Index

3Y 18.6%