Tata Nifty Next 50 Index Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Tata Nifty Next 50 Index Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹5000

AUM (Fund size)

117 Cr

Lock In Period

N/A

Expense Ratio

1.08

Exit Load

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

Benchmark

Nifty Next 50 Total Return

Summary

Tata Nifty Next 50 Index Fund Growth NAV is ₹10.0926 as of 21 May, 2026. Tata Nifty Next 50 Index Fund Growth has delivered 0.00% returns since its launch. The minimum SIP investment amount in Tata Nifty Next 50 Index Fund Growth is ₹100. The AUM of Tata Nifty Next 50 Index Fund Growth is ₹117 Cr. The expense ratio of the fund is 1.08%, and its benchmark is Nifty Next 50 Total Return. The current exit load of the fund is 0.25% of the applicable NAV, if redeemed on or before 15 days from the date of allotment.. In the last 1M months, Tata Nifty Next 50 Index Fund Growth has delivered -2.40% returns.

Tata Nifty Next 50 Index Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-2.40-1.0512.88
6M-1.721.1773.24
1Y0.004.43178.75
3Y0.0014.09264.78

Portfolio Analysis

  • Equity: 100.14%
  • Debt: -0.14%
  • Others
As on: 2026-04-30
View allocation % by

1. ADANI POWER LTD3.73%
2. TATA POWER COMPANY LTD3.02%
3. ADANI GREEN ENERGY LTD1.67%

1. BANK OF BARODA1.98%
2. CANARA BANK1.84%
3. PUNJAB NATIONAL BANK1.53%
4. UNION BANK OF INDIA1.30%

1. DIVI LABORATORIES LTD3.35%
2. TORRENT PHARMACEUTICALS LTD1.78%
3. ZYDUS LIFESCIENCES LTD0.91%

1. POWER FINANCE CORPORATION LTD2.65%
2. REC LTD1.80%
3. INDIAN RAILWAY FINANCE CORPORATION LTD0.85%

1. CG POWER AND INDUSTRIAL SOLUTIONS LTD2.27%
2. ABB INDIA LTD1.54%
3. SIEMENS ENERGY INDIA LTD1.18%

1. BHARAT PETROLEUM CORPORATION LTD2.47%
2. INDIAN OIL CORPORATION LTD2.16%

1. CHOLAMANDALAM INVESTMENT & FINANCE CO LTD2.72%
2. MUTHOOT FINANCE LTD1.49%

1. TATA MOTORS LTD3.48%

1. HINDUSTAN AERONAUTICS LTD3.34%

1. TVS MOTOR COMPANY LTD3.33%

1. Vedanta Aluminium Metal Ltd.0.83%
2. Talwandi Sabo Power Ltd.0.83%
3. MALCO Energy Ltd.0.83%
4. Vedanta Iron and Steel Ltd.0.83%

1. CUMMINS INDIA LTD2.89%

1. VARUN BEVERAGES LTD2.85%

1. AVENUE SUPERMARTS LTD2.74%

1. BRITANNIA INDUSTRIES LTD2.74%

1. DLF LTD1.53%
2. LODHA DEVELOPERS LTD1.03%

1. SHREE CEMENT LTD1.31%
2. AMBUJA CEMENTS LTD1.10%

1. INDIAN HOTELS CO. LTD2.27%

1. HDFC ASSET MANAGEMENT COMPANY LTD2.24%

1. SAMVARDHANA MOTHERSON INTERNATIONAL LTD2.18%

1. ADANI ENERGY SOLUTIONS LTD1.89%

1. VEDANTA LTD1.87%

1. JINDAL STEEL LTD1.84%

1. BAJAJ HOLDINGS & INVESTMENT LTD1.80%

1. GAIL ( INDIA ) LTD1.79%

1. GODREJ CONSUMER PRODUCTS LTD1.74%

1. PIDILITE INDUSTRIES LTD1.73%

1. LTM LTD1.61%

1. UNITED SPIRITS LTD1.59%

1. SOLAR INDUSTRIES INDIA LTD1.53%

1. SIEMENS LTD1.37%

1. BOSCH LTD1.27%

1. HYUNDAI MOTOR INDIA LTD1.05%

1. HINDUSTAN ZINC LTD1.05%

About Fund Tata Nifty Next 50 Index Fund Growth

Tata Nifty Next 50 Index Fund Growth managed by Tata Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹117 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 Name1Y3Y
This FundSBI Nifty Bank Index Fund Growth-3.09690
This FundMirae Asset Nifty Total Market Index Fund Growth-1.77030
This FundTata Nifty Next 50 Index Fund Growth00
This FundICICI Prudential Silver ETF Growth177.375262.3597
This FundHDFC Silver ETF Growth175.6558264.7811

Tata Nifty Next 50 Index Fund Growth 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 : -2.40%
  • 6 Months : -1.72%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of Tata Nifty Next 50 Index Fund Growth are updated daily based on NAV of ₹ 10.0926 as on May 19,2026. 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 ₹117 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.