Tata Nifty Next 50 Index Fund - Direct - Growth
A Other Scheme by Tata Asset Management Limited
6M Returns
1.43%
Expense Ratio
0.21%
as of 01/03/2026
AUM
₹44.14 Cr
Qtr End: Dec 25
NAV
₹10.335
as of 17/04/2026
6M Returns
1.43%
Expense Ratio
0.21%
as of 01/03/2026
AUM
₹44.14 Cr
Qtr End: Dec 25
NAV
₹10.335
as of 17/04/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 2.48% | 10.28% | 26.97% |
| 6M | 1.43% | 2.88% | 20.44% |
| 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
- 0.6 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 | 20.58% | 0.36% | ₹132.24 |
| Tata Nifty Next 50 Index Fund - Direct - Growth | - | 0.21% | ₹44.14 |
| Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Direct - Growth | 22.10% | 0.40% | ₹298.8 |
| Franklin India NSE Nifty 50 Index Fund - Direct - Growth | 11.15% | 0.28% | ₹300.22 |
| Aditya Birla Sun Life Nifty 50 Index Fund - Direct - Growth | 11.20% | 0.17% | ₹933.31 |
| Aditya Birla Sun Life Nifty Smallcap 50 Index Fund - Direct - Growth | 23.25% | 0.49% | ₹186.13 |
| Motilal Oswal Nifty Microcap 250 Index Fund - Direct - Growth | - | 0.69% | ₹1,784.45 |