← Index Fund
Start this SIP →
Tata Mutual Fund · Index Fund
Tata Nifty Next 50 Index Fund - Regular Plan Growth Option
Passive investment in equity and equity related securities replicating the composition of the Nifty Next 50 Index, subject to tracking errors. There is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.
EquityBenchmark · NIFTY Next 50 TRITER · 1.08%Inception · 12-09-2025
NAV
₹10.40
-1.24% · as of 29-05-2026
Since inception
3.22%
CAGR
Benchmark (inception)
20.13%
CAGR
Fund size
₹117 Cr
AUM
Expense ratio
1.08%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +3.22% CAGR vs benchmark +20.13%.
Portfolio
Where the money is invested
Top holdings
VEDANTA LIMITED EQ NEW RS.1/-5.17%
Tata Motors Limited3.84%
TVS MOTOR COMPANY LIMITED EQ FV RE.1/-3.67%
DIVIS LABORATORIES LIMITED EQ NEW RS. 2/-3.51%
Hindustan Aeronautics Ltd3.08%
BRITANNIA INDUSTRIES LIMITED EQ NEW FV RS 12.97%
THE TATA POWER COMPANY LIMITED EQ NEW FV Re.1/-2.95%
Adani Power Limited2.89%
CUMMINS INDIA LIMITED EQ FV RS.22.83%
AVENUE SUPERMARTS LIMITED EQ2.71%
Sector allocation
Financial Services21.08%
Capital Goods16.29%
Fast Moving Consumer Goods8.92%
Power8.61%
Automobile and Auto Components8.17%
Metals & Mining8.10%
Oil, Gas & Consumable Fuels6.73%
Healthcare6.57%
Consumer Services5.04%
Chemicals3.22%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 3.2% p.a.₹10,000
10 years
Projected value
₹14,17,295
Invested: ₹12,00,000
Gained: ₹2,17,295
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
N
Nitin Bharat Sharma, Rakesh Indrajeet Prajapati
Manager since fund inception data not available
ISIN & identifiers
AMFI code
153855
ISIN (Growth)
INF277KA1EG7
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Index Fund funds
ICICI Prudential NASDAQ 100 Index Fund Gr
₹24.64
1Y
+57.4%
3Y
+34.1%
5Y
+0.0%
Motilal Oswal S&P 500 Index Reg Gr
₹32.06
1Y
+42.0%
3Y
+27.1%
5Y
+18.5%
Motilal Oswal Nifty Capital Market Index Fund Reg Gr
₹12.88
1Y
+31.1%
3Y
+0.0%
5Y
+0.0%
Tata Nifty Capital Markets Index Fund Reg Gr
₹14.74
1Y
+30.6%
3Y
+0.0%
5Y
+0.0%
Motilal Oswal Nifty MidSmall Financial Services Index Fund Reg Gr
₹14.28
1Y
+24.9%
3Y
+0.0%
5Y
+0.0%
Want a personalised recommendation?
Our team will tell you whether this fund fits your goals, allocation and risk profile — and suggest peers if it doesn't.