Tata Nifty Next 50 Index Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

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)

₹125 Cr

Lock In Period

N/A

Expense Ratio

1.11

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

Tata Nifty Next 50 Index Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-5.41-2.296.39
6M11.341.8837.51
1Y0.002.1753.39
3Y0.0010.81201.13

Portfolio Analysis

  • Equity: 100.12%
  • Debt: -0.12%
  • Others
As on: 2026-08-31
View allocation % by

1. DIVI LABORATORIES LTD4.75%
2. TORRENT PHARMACEUTICALS LTD2.93%
3. ZYDUS LIFESCIENCES LTD1.15%

1. ADANI POWER LTD3.24%
2. TATA POWER COMPANY LTD2.28%
3. ADANI GREEN ENERGY LTD1.61%

1. BANK OF BARODA1.75%
2. CANARA BANK1.68%
3. PUNJAB NATIONAL BANK1.55%
4. UNION BANK OF INDIA1.44%

1. CG POWER AND INDUSTRIAL SOLUTIONS LTD2.48%
2. ABB INDIA LTD1.58%
3. SIEMENS ENERGY INDIA LTD1.13%

1. BHARAT PETROLEUM CORPORATION LTD2.59%
2. INDIAN OIL CORPORATION LTD2.05%

1. CHOLAMANDALAM INVESTMENT & FINANCE CO LTD3.17%
2. MUTHOOT FINANCE LTD1.26%

1. POWER FINANCE CORPORATION LTD1.93%
2. REC LTD1.59%
3. INDIAN RAILWAY FINANCE CORPORATION LTD0.66%

1. TVS MOTOR COMPANY LTD4.02%

1. TATA MOTORS LTD3.88%

1. HINDUSTAN AERONAUTICS LTD3.59%

1. DLF LTD1.75%
2. LODHA DEVELOPERS LTD1.31%

1. SAMVARDHANA MOTHERSON INTERNATIONAL LTD2.97%

1. CUMMINS INDIA LTD2.72%

1. INDIAN HOTELS CO. LTD2.56%

1. AVENUE SUPERMARTS LTD2.48%

1. BRITANNIA INDUSTRIES LTD2.44%

1. SHREE CEMENT LTD1.22%
2. AMBUJA CEMENTS LTD0.99%

1. VARUN BEVERAGES LTD2.16%

1. HDFC ASSET MANAGEMENT COMPANY LTD2.11%

1. PIDILITE INDUSTRIES LTD2.06%

1. BAJAJ HOLDINGS & INVESTMENT LTD1.99%

1. SOLAR INDUSTRIES INDIA LTD1.93%

1. GAIL ( INDIA ) LTD1.89%

1. VEDANTA LTD1.86%

1. ADANI ENERGY SOLUTIONS LTD1.84%

1. JINDAL STEEL LTD1.74%

1. UNITED SPIRITS LTD1.74%

1. BOSCH LTD1.71%

1. LTM LTD1.66%

1. GODREJ CONSUMER PRODUCTS LTD1.43%

1. SIEMENS LTD1.41%

1. HYUNDAI MOTOR INDIA LTD1.24%

1. HINDUSTAN ZINC LTD1.13%
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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 ₹125 Crore. The fund benchmarks its performance against the Nifty Next 50 Total Return while maintaining an expense ratio of 1.11. 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
Mirae Asset Nifty EV and New Age Automotive ETF Growth0180 CR0.49
Kotak Nifty Midcap 50 Index Fund Growth086 CR1.01
Tata Nifty Next 50 Index Fund Growth0125 CR1.11
HDFC Silver ETF Growth08,312 CR0.58
Axis Silver ETF Growth02,068 CR0.42
Fund Name1Y3Y
This FundMirae Asset Nifty EV and New Age Automotive ETF Growth-3.24650
This FundKotak Nifty Midcap 50 Index Fund Growth4.20830
This FundTata Nifty Next 50 Index Fund Growth00
This FundHDFC Silver ETF Growth50.5151199.9467
This FundAxis Silver ETF Growth51.0742201.1306

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 1.11. 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 : -5.41%
  • 6 Months : 11.34%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of Tata Nifty Next 50 Index Fund Growth are updated daily based on NAV of ₹ 10.0935 as on Oct 01,2026. 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 ₹125 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.
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