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Bajaj Finserv AMC expands the passive fund offerings by announcing the launch of ‘Bajaj Finserv Nifty 50 Index Fund’ and ‘Bajaj Finserv Nifty Next 50 Index Fund’.

Bajaj Finserv Nifty 50 Index Fund is an open-ended scheme benchmarked against Nifty 50 Total Return Index (TRI). The scheme is an index fund that seeks to track returns by investing in stocks covered by Nifty 50 Index. The fund has relatively lower expense ratio than actively managed funds.

While, Bajaj Finserv Nifty Next 50 Index Fund is benchmarked against Nifty Next 50 Total Return Index (TRI) and is an open-ended index fund that seeks to achieve beta mirroring the returns by investing in stocks covered by Nifty Next 50 Index, subject to tracking error. The fund invests in high-growth companies that have historically served as stepping stones to the Nifty 50. It offers the benefits of a well-balanced sector mix and diversified exposure to top 100 companies.

Both the NFOs follow a disciplined passive investment strategy aligned with long-term wealth creation goals, offering a cost-efficient method for gaining broad market exposure to India's biggest and rapidly expanding companies. With lower management fees compared to actively managed funds, the schemes offer a cost-effective choice for investors. The funds follow a consistent strategy by replicating the index, which helps minimize the impact of short-term market volatility. Designed with a long-term focus, it’s ideal for those seeking steady equity growth without the need for frequent portfolio adjustments.

Speaking on the launch, Ganesh Mohan, Managing Director, Bajaj Finserv AMC adds, “The launch of our new passive funds reflects our belief that high-quality investment solutions should be accessible, transparent, and cost-effective. As more individuals look for smarter ways to grow their wealth, low-cost passive strategies offer a disciplined and efficient path forward. Expanding our product suite in this space is a natural progression that supports our commitment to offering investors simple, efficient solutions—fully aligned with our core beliefs and broad range of offerings.”

Nimesh Chandan, Chief Investment Officer, Bajaj Finserv AMC said, “With the launch of our passive fund range, we are adding an important offering to our bouquet of investment products. Index funds offer investors staple, cost-effective exposure to the broader markets. Our current focus on large-cap indices signals our constructive and bullish view on this segment, which we believe offers stability and long-term growth potential in the current environment.

The Bajaj Finserv Nifty Next 50 Index Fund has minimum application amount Rs. 500/- and in multiples of Re. 1/- thereafter. While, Bajaj Finserv Nifty 50 Index Fund have a minimum application amount Rs. 500/- and in multiples of Rs. 500/- thereafter. Both schemes are available in Growth and IDCW (Income Distribution cum Capital Withdrawal) options and have no entry or exit load. The funds support Systematic Investment Plans (SIP), Systematic Withdrawal Plans (SWP), and Systematic Transfer Plans (STP), offering investors flexibility in their investment strategies. Both schemes will be managed by Mr. Ilesh Savla, Fund Manager at Bajaj Finserv AMC.

Bajaj Finserv Nifty 50 Index Fund

(An open ended scheme tracking Nifty 50 Index)

This product is suitable for investors who are seeking*:

• Wealth creation over long term

• An index fund that seeks to replicate returns by investing in a basket of stocks covered by Nifty 50 Index and aims to achieve returns of the Nifty 50 Index, subject to tracking error.

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them

Bajaj Finserv Nifty Next 50 Index Fund

(An open ended scheme tracking Nifty Next 50 Index)

This product is suitable for investors who are seeking*:

· wealth creation over long term

· an index fund that seeks to replicate returns by investing in a basket of stocks covered by Nifty Next 50 Index and aims to achieve returns of the Nifty Next 50 Index, subject to tracking error.

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

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