How to check the XIRR of Bajaj Finserv Nifty Next 50 Index Fund - Direct - Growth?

You can track the exact XIRR and portfolio overlapping of Bajaj Finserv Nifty Next 50 Index Fund - Direct - Growth alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for Bajaj Finserv Nifty Next 50 Index Fund - Direct - Growth?

Use the MutualSaathi Portfolio Analyzer to compare Bajaj Finserv Nifty Next 50 Index Fund - Direct - Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

Bajaj Finserv NIFTY Next 50 Index Fund - Direct - Growth

Bajaj Finserv Mutual Fund

Expense Ratio: 0.3

Risk: Very High

Other Scheme - Index Funds

Plan: Direct

Benchmark: Nifty Next 50 TRI

Inception: 22-04-2025

Exit Load: Nil

Fund Size:₹15.90 Cr

Performance

Fund4.39%

Cat. Avg.2.26%

FundN/A

Cat. Avg.3.16%

FundN/A

Cat. Avg.11.16%

FundN/A

Cat. Avg.11.31%

10Y

FundN/A

Cat. Avg.11.84%

Fund8.20%

Cat. Avg.7.39%

Fund Facts

No available Data

Taxation

Any Holding Period (STCG & LTCG):As per Income Slab Rate

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Market Cap

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Top Sectors

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Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	Vedanta Limited	Equity	Listed	Large Cap	Diversified Metals	1.30	5.19%
2	Tata Motors Ltd	Equity	Listed	Large Cap	Agricultural, Commercial & Construction Vehicles	0.95	3.81%
3	TVS Motor Company Limited	Equity	Listed	Large Cap	Automobiles	0.92	3.69%
4	Divi's Laboratories Limited	Equity	Listed	Large Cap	Pharmaceuticals & Biotechnology	0.88	3.53%
5	Hindustan Aeronautics Limited	Equity	Listed	Large Cap	Aerospace & Defense	0.77	3.09%
6	Britannia Industries Limited	Equity	Listed	Large Cap	Food Products	0.75	2.98%
7	Tata Power Company Limited	Equity	Listed	Large Cap	Power	0.74	2.96%
8	Adani Power Limited	Equity	Listed	Large Cap	Power	0.73	2.90%
9	Cummins India Limited	Equity	Listed	Large Cap	Industrial Products	0.70	2.81%
10	Avenue Supermarts Limited	Equity	Listed	Large Cap	Retailing	0.68	2.72%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	62978	+5.0%	+10.5%
SI	09 Jun, 25	70000	73425	+4.9%	+8.8%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Jul, 25	1 L.	1.04 L.	+4.4%	+4.4%
SI	14 May, 25	1 L.	1.10 L.	+9.7%	+8.2%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.