50
Index — Large CapHold
Bajaj Finserv Nifty Next 50 Index
Bajaj Finserv · Direct–Growth · rank #36 of 82 by Smart Score
Data updated
Trailing returns
1 Year
8.4%
+11.0% vs index
3 Years
—
5 Years
—
Since launch
8.6%
Year-by-year performance
2026
+5.1%+12.9% vs index
Why this score
Bajaj Finserv Nifty Next 50 Index scores 50/100 — #36 of 82 Index — Large Cap fund (Hold). It stands out for alpha and sharpe ratio — beating 95% of peers on alpha. The main drag is its fund size (better than only 16% of peers).
Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.
Alpha9.61 · 95th percentile in category
Fund size32.34 Cr · 16th percentile in category
Volatility15.69 · 27th percentile in category
Expense ratio0.44% · 26th percentile in category
Sharpe ratio0.14 · 63rd percentile in category
1Y return8.45% · 75th percentile in category
Top holdings
1.Divi's Laboratories Ltd4.03%
2.TVS Motor Company Ltd3.99%
3.Tata Motors Ltd3.6%
4.Hindustan Aeronautics Ltd3.47%
5.Adani Power Ltd3.46%
50 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.