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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹5000

AUM (Fund size)

₹99 Cr

Lock In Period

N/A

Expense Ratio

1.08

Benchmark

Nifty Next 50 Total Return

Exit Load

0.25% of the applicable NAV, if redeemed on or before 15 days from the date of allotment.

Summary

Latest details for Tata Nifty Next 50 Index Fund Growth include a ₹10.0353 NAV as of May 12,2026 and returns since inception of --%. Minimum investments start at SIP ₹100. The Tata Nifty Next 50 Index Fund Growth AUM is ₹99 Cr, with a lock-in of N/A years, expense ratio of 1.08%, and benchmark Nifty Next 50 Total Return. Exit load is - 0.25% of the applicable NAV, if redeemed on or before 15 days from the date of allotment.. In the growth review for 1M Month/Year, the fund recorded 1.36% returns, against a category average of -1.24% and a category best of 19.30%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.36-1.2419.30
6M-2.00-0.1768.00
1Y0.002.84176.52
3Y0.0010.40255.49

Portfolio Analysis

  • Equity: 99.42%
  • Debt: 0.58%
  • Others
As on: 2026-03-31
View allocation % by

1. BANK OF BARODA2.14%
2. CANARA BANK1.94%
3. PUNJAB NATIONAL BANK1.61%
4. UNION BANK OF INDIA1.48%

1. TATA POWER COMPANY LTD2.95%
2. ADANI POWER LTD2.89%
3. ADANI GREEN ENERGY LTD1.26%

1. DIVI LABORATORIES LTD3.51%
2. TORRENT PHARMACEUTICALS LTD2.05%
3. ZYDUS LIFESCIENCES LTD1.01%

1. VEDANTA LTD5.17%

1. POWER FINANCE CORPORATION LTD2.57%
2. REC LTD1.77%
3. INDIAN RAILWAY FINANCE CORPORATION LTD0.82%

1. BHARAT PETROLEUM CORPORATION LTD2.65%
2. INDIAN OIL CORPORATION LTD2.35%

1. CG POWER AND INDUSTRIAL SOLUTIONS LTD2.09%
2. ABB INDIA LTD1.45%
3. SIEMENS ENERGY INDIA LTD1.06%

1. CHOLAMANDALAM INVESTMENT & FINANCE CO LTD2.70%
2. MUTHOOT FINANCE LTD1.58%

1. TATA MOTORS LTD3.84%

1. TVS MOTOR COMPANY LTD3.67%

1. HINDUSTAN AERONAUTICS LTD3.08%

1. BRITANNIA INDUSTRIES LTD2.97%

1. CUMMINS INDIA LTD2.83%

1. AVENUE SUPERMARTS LTD2.71%

1. SHREE CEMENT LTD1.43%
2. AMBUJA CEMENTS LTD1.14%

1. VARUN BEVERAGES LTD2.44%

1. DLF LTD1.50%
2. LODHA DEVELOPERS LTD0.89%

1. INDIAN HOTELS CO. LTD2.33%

1. SAMVARDHANA MOTHERSON INTERNATIONAL LTD2.16%

1. HDFC ASSET MANAGEMENT COMPANY LTD2.10%

1. JINDAL STEEL LTD1.92%

1. PIDILITE INDUSTRIES LTD1.85%

1. GODREJ CONSUMER PRODUCTS LTD1.84%

1. BAJAJ HOLDINGS & INVESTMENT LTD1.76%

1. GAIL ( INDIA ) LTD1.73%

1. LTIMINDTREE LTD1.73%

1. UNITED SPIRITS LTD1.67%

1. ADANI ENERGY SOLUTIONS LTD1.51%

1. SOLAR INDUSTRIES INDIA LTD1.37%

1. SIEMENS LTD1.21%

1. HYUNDAI MOTOR INDIA LTD1.18%

1. BOSCH LTD1.16%

1. HINDUSTAN ZINC LTD1.01%

About Fund

Tata Nifty Next 50 Index Fund Growth managed by Tata Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹99 Crore. The fund benchmarks its performance against the Nifty Next 50 Total Return while maintaining an expense ratio of 1.08. Under the expert guidance of Nitin Sharma ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Nitin Sharma

Mr. Nitin Sharma holds MFM, BAF(Bachelor of Commerce Accounting & Finance). Prior to joining the Tata MF, he was associated with Share India Securities Ltd, Sharekhan Ltd, Choice Equity Broking Pvt Ltd, Globe Capital Market Ltd. Angel Broking Ltd.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundDSP Nifty Private Bank ETF Growth0550.22 CR
This FundMirae Asset Nifty 50 Index Fund Growth051.59 CR0.76
This FundTata Nifty Next 50 Index Fund Growth098.58 CR1.08
This FundHDFC Silver ETF Growth07282.24 CR0.5
This FundICICI Prudential Silver ETF Growth014511.43 CR0.4
Fund Name1Y3Y
This FundDSP Nifty Private Bank ETF Growth-6.05880
This FundMirae Asset Nifty 50 Index Fund Growth-5.92350
This FundTata Nifty Next 50 Index Fund Growth00
This FundHDFC Silver ETF Growth175.0402254.656
This FundICICI Prudential Silver ETF Growth171.6213255.4857

FAQs

Tata Nifty Next 50 Index Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Tata Nifty Next 50 Index Fund Growth is 1.08. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Tata Nifty Next 50 Index Fund Growth’s fund performance is as follows:
  • 1 Month : 1.36%
  • 6 Months : -2.00%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of Tata Nifty Next 50 Index Fund Growth are updated daily based on NAV of ₹ 10.0353 as on May 12,2026. Since inception, the return has been 0.00%.

You can invest in Tata Nifty Next 50 Index Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Tata Nifty Next 50 Index Fund Growth is ₹99 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Tata Nifty Next 50 Index Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500