NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹11.02
0.96%
NAV as on 16 Feb 26, 12:00 AM
risk
index
equity
NAV as on 16 Feb 26, 12:00 AM
risk
index
equity
0.00%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
10.16%p.a.
Since Inception
About Bajaj Finserv Nifty Next 50 Index Fund -Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Bajaj Finserv Nifty Next 50 Index Fund -Growth scheme from Bajaj Finserv Asset Management Limited. It is a Index mutual fund scheme that predominantly invests in Index stocks of companies. Launched on May 2025, Bajaj Finserv Nifty Next 50 Index Fund -Growth is Index fund of its category with 17.37 Cr fund under management as on Feb 2026. The expense ratio of this fund is less than that of most other Fund category Index funds.
- Bajaj Finserv Nifty Next 50 Index Fund -Growth delivered 0.0% annual returns during the last year. It has delivered 10.2% average annual returns since the fund was launched.
- Bajaj Finserv Nifty Next 50 Index Fund -Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
An open ended index linked growth scheme seeking to replicate the returns of the Nifty Next 50 through investments in a basket of stocks drawn from the constituents of the Nifty Next 50 index. The objective of the Scheme is to invest in companies whose securities are included in the Nifty Next 50 Index and subject to tracking errors, to endeavor to achieve the returns of the Nifty Next 50 Index. This would be done by investing in all the stocks comprising Nifty Next 50 in approximately the same
Top 10 Holdings
The Indian Hotels Company Ltd
2.61%
Indian Oil Corporation Ltd
2.69%
Info Edge (India) Ltd
2.14%
Jindal Steel & Power Ltd
1.87%
Samvardhana Motherson International Ltd
2.22%
Pidilite Industries Ltd
1.96%
Power Finance Corporation Ltd
2.44%
Punjab National Bank
1.90%
REC Ltd
2.01%
Vedanta Ltd
5.10%
Fund Managers
- Ilesh Savla (Apr 2025 - Present)
Key Information
View Scheme Document
Bajaj Finserv Nifty Next 50 Index Fund -Growth SIP Calculator
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NRI Mutual Fund Tax on Bajaj Finserv Nifty Next 50 Index Fund -Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Bajaj Finserv Nifty Next 50 Index Fund -Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Bajaj Finserv Nifty Next 50 Index Fund -Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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