51
Index — Large CapHold
Bajaj Finserv Nifty Next 50 Index
Bajaj Finserv · Direct–Growth · rank #37 of 82 by Smart Score
Data updated
Trailing returns
1 Year
3.8%
+11.2% vs index
3 Years
—
5 Years
—
Since launch
7.4%
Year-by-year performance
2026
+3.8%+13.8% vs index
Why this score
Bajaj Finserv Nifty Next 50 Index scores 51/100 — #37 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 15% of peers).
Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.
Alpha10.28 · 95th percentile in category
Fund size32.76 Cr · 15th percentile in category
Volatility15.72 · 27th percentile in category
Expense ratio0.43% · 29th percentile in category
Sharpe ratio0.06 · 63rd percentile in category
1Y return3.82% · 75th percentile in category
Top holdings
1.Divi's Laboratories Ltd4.74%
2.TVS Motor Company Ltd4.02%
3.Tata Motors Ltd3.88%
4.Hindustan Aeronautics Ltd3.59%
5.Adani Power Ltd3.24%
50 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.