Tata Nifty Next 50 Index Fund - Direct - Growth
A Other Scheme by Tata Asset Management Limited
6M Returns
1.86%
Expense Ratio
0.22%
as of 01/05/2026
AUM
₹46.15 Cr
Qtr End: Mar 26
NAV
₹10.277
as of 03/06/2026
6M Returns
1.86%
Expense Ratio
0.22%
as of 01/05/2026
AUM
₹46.15 Cr
Qtr End: Mar 26
NAV
₹10.277
as of 03/06/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 3.65% | 15.41% | 25.13% |
| 6M | 1.86% | 3.76% | 21.23% |
| 1Y | N/A | N/A | N/A |
| 3Y | N/A | N/A | N/A |
| 5Y | N/A | N/A | N/A |
Scheme Details
- Launch Date
- 12/09/2025
- Fund Age
- 0.7 years
- Minimum Investment
- ₹5,000
- Benchmark
- Nifty Next 50
- Fund House
- Tata Mutual Fund
- Category
- Other Scheme
- Sub-category
- Index Funds (Other Scheme)
Similar Funds
Top funds in the same category and sub-category.
| Scheme | 3Y CAGR (%) | TER (%) | AUM (Cr) |
|---|---|---|---|
| Aditya Birla Sun Life Nifty Next 50 Index Fund - Direct - Growth | 17.05% | 0.35% | ₹139.92 |
| Tata Nifty Next 50 Index Fund - Direct - Growth | - | 0.22% | ₹46.15 |
| Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Direct - Growth | 19.13% | 0.40% | ₹303.04 |
| Franklin India NSE Nifty 50 Index Fund - Direct - Growth | 8.65% | 0.29% | ₹295.23 |
| Aditya Birla Sun Life Nifty 50 Index Fund - Direct - Growth | 8.47% | 0.18% | ₹970.44 |
| Aditya Birla Sun Life Nifty Smallcap 50 Index Fund - Direct - Growth | 21.84% | 0.48% | ₹182.38 |
| Motilal Oswal Nifty Microcap 250 Index Fund - Direct - Growth | - | 0.52% | ₹1,524.9 |