Tata Nifty Next 50 Index Fund Regular Growth
3Y Annualised
N/A
-0.75% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
12.00%
-0.75% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
NA
6 years 5 months
9 years 7 months
Fund info
Fund size
₹98.58 Cr
Min. SIP amount
₹1000
Min. Lumpsum amount
₹5000
Exit load
0%
0.25% of the applicable NAV, if redeemed on or before 15 days from the date of allotment.
Risk Profile
Very High Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Motilal Oswal Nifty India Defence Index Fund Direct Growth
2nd
Aditya Birla Sun Life Nifty India Defence Index Fund Direct Growth
3rd
Aditya Birla Sun Life Nifty India Defence Index Fund Direct Payout Inc Dist cum Cap Wdrl
4th
Motilal Oswal Nifty India Defence Index Fund Regular Growth
5th
Aditya Birla Sun Life Nifty India Defence Index Fund Regular Growth
210th
Tata Nifty Next 50 Index Fund Regular Growth
Fund Managers
About Tata Nifty Next 50 Index Fund Regular Growth
Tata Nifty Next 50 Index Fund Regular Growth is a Equity mutual fund scheme from Tata Asset Management Pvt Ltd. This fund has been in existence for 0 years, having been launched on 2025-10-01. Tata Nifty Next 50 Index Fund Regular Growth has ₹98.58 Cr worth of assets under management (AUM) as of Tue Apr 28 2026. The latest Net Asset Value (NAV) of Tata Nifty Next 50 Index Fund Regular Growth as of Mon Apr 27 2026 is ₹10.359. The fund has an expense ratio of 1.08%, which is medium comparable to most other Equity funds.
Tata Nifty Next 50 Index Fund Regular Growth returns for the last 1 year are NA%. Since launch, it has delivered 2.26% average annual returns.
The Tata Nifty Next 50 Index Fund Regular Growth has the majority of its money invested in Basic Materials, Consumer Cyclical, Healthcare, Industrials, Consumer Defensive, Utilities sectors.
Top 5 Holdings of Tata Nifty Next 50 Index Fund Regular Growth.
- Vedanta Ltd: 5.17%
- Tata Motors Ltd: 3.84%
- TVS Motor Co Ltd: 3.67%
- Divi's Laboratories Ltd: 3.51%
- Hindustan Aeronautics Ltd Ordinary Shares: 3.08%
AMC Information
| Name | Tata Asset Management Pvt Ltd |
|---|---|
| Founding Date | 2025-10-01 |
| kiran@tataamc.com | |
| Phone | +91 22 6657 8282 |
| Website | www.tatamutualfund.com |
| Address | Tata Asset Management Private Limited,Mafatlal Centre, 9th Floor,,Nariman Point,,India |
Tax Implications of Tata Nifty Next 50 Index Fund Regular Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
Similar Funds from Tata Asset Management Pvt Ltd
EquityLarge & Mid-Cap
3Y CAGR
11.03%
expense ratio
1.76%
fund size
₹7039.90 Cr
Fixed IncomeShort Duration
3Y CAGR
6.35%
expense ratio
1.18%
fund size
₹2784.89 Cr
AllocationEquity Savings
3Y CAGR
9.85%
expense ratio
1.14%
fund size
₹284.62 Cr
EquityMid-Cap
3Y CAGR
21.80%
expense ratio
1.87%
fund size
₹4992.84 Cr
EquityValue
3Y CAGR
17.72%
expense ratio
1.80%
fund size
₹7908.85 Cr
Calculate Your Returns
Estimated Returns in 1 Years (Based on past 1Y returns)
₹0
Total Amount
₹0

