What is the Nifty Next 50 Index?
- The Nifty Next 50 represents the 50 stocks ranked beyond the Nifty 50 within the Nifty 100.
- The index accounts for 18% of the total market capitalisation of stocks listed on the NSE.
Source- NSE. Data as of the end of 31st January 2025. For detailed methodology, click here.
Why the Nifty Next 50 Index Deserves Your Attention?
- Though classified as large caps, the companies in this index exhibit mid and small-cap-like growth potential.
- The index includes industry disruptors across sectors like consumer discretionary, FMCG, IT, and more.*
- A proven launchpad for the Nifty 50, the Nifty Next 50 Index has seen 24 stocks transition to the Nifty 50 over the last nine years.** It has also outperformed the Nifty 50 across multiple market cycles.#
- Following the recent market correction, the Nifty Next 50 Index is down over 20%# and trading below its five-year average.## Historically, such declines have been followed by remarkable recoveries, making this a potentially compelling entry point.
* Source: NSE, Bandhan MF. Data as of 31st January 2025. The sectors/stocks mentioned above are part of the Nifty Next 50 Index and are for illustration purposes. It should not be used for the development/implementation of an investment strategy. The sector may/may not be part of our portfolio/strategy/scheme. It may not be construed as investment advice to any party.
** Source- NSE. Data as per the latest available report (November 2024).
# Source- NSE. Data as of the end of 31st January 2025. Performance results have several inherent limitations, and no assurances are made that any investor will or is likely to achieve similar outcomes. Past performance is not necessarily indicative of future results.
## Source- NSE. Data as of the end of 31st January 2025. The sectors/stocks mentioned above are for illustration purposes and should not be used for the development/ implementation of an investment strategy. The sector may/may not be part of our portfolio/strategy/scheme. It may not be construed as investment advice to any party.
#1 Comebacks After Market Dips
After declines of over 20%, the index has rebounded sharply: +179% in 2009, +89.3% in 2020. With a 21.8% dip
in January 2025, history suggests another strong comeback.
#2 Stepping Stone to the Nifty 50
Over the last nine years, 24 stocks have transitioned from the Nifty Next 50 to the Nifty 50.
#3 Track Record of Outperformance
The index has historically delivered approximately 2% higher rolling returns over three and five years compared to the Nifty 50.
Consider Investing in this Fund if…
You’re seeking high growth potential and are comfortable with high volatility.
You want exposure to large-cap companies via cost-effective passive investing.
You’ve a high-risk appetite and a long-term investment horizon.
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Make an informed decision. Learn more about investing in Bandhan Nifty Next 50 Index Fund
Fund Facts
Type of Scheme
An open‐ended scheme tracking Nifty Next 50 Index
Fund Manager
Mr. Nemish Sheth
Benchmark
Nifty Next 50 TRI
Exit Load
0.25% - if redeemed on or before 15 days from the allotment date
Nil – if redeemed after 15 days from the allotment date
Plans/Options
Regular/Direct Plan: Growth Option.
NFO Date
13th February 2025 to 25th February 2025
Minimum Investment
During New Fund Offer
₹ 1,000And in multiples of Rs. 1/- thereafter
Investment Objective
The investment objective of the Scheme is to replicate the Nifty Next 50 Index by investing in securities of the Nifty Next 50 Index in the same proportion/weightage with an aim to provide returns before expenses that track the total return of the Nifty Next 50 Index, subject to tracking errors. However, there is no assurance or guarantee that the objectives of the scheme will be realized and the scheme does not assure or guarantee any returns.
Fund Manager
Nemish Sheth
Vice President – EquitiesBandhan AMC Limited
Mr. Nemish Sheth is a Fund Manager at Bandhan AMC (Erstwhile IDFC AMC) since November 2021. He comes with an experience of over a decade in fund management and Dealing in Equity, Derivatives, and Passive Funds. His prior stint includes Nippon AMC and ICICI Prudential AMC, as Dealer for Equity, Derivative and Passive Funds. Mr. Sheth completed his post-graduation in Management Studies with a specialization in Finance from IES Management College (Mumbai).
Product info
Bandhan Nifty Next 50 Index Fund
(An open-ended scheme tracking Nifty Next 50 Index)
This product is suitable for investors who are seeking*:
- To create wealth over a long term.
- Investment in equity and equity related instruments belonging to Nifty Next 50 Index
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
