Tata NIFTY Next 50 Index Fund - Regular Plan Growth Option
Expense Ratio: 1.07
Risk: -
Other Scheme - Index Funds
Plan: Regular
Benchmark: -
Inception: 12-09-2025
Exit Load: Nil
Fund Size:₹197.17 Cr
Performance
1Y
Fund-0.90%
Cat. Avg.-1.42%
2Y
FundN/A
Cat. Avg.-0.02%
3Y
FundN/A
Cat. Avg.8.81%
5Y
FundN/A
Cat. Avg.7.22%
10Y
FundN/A
Cat. Avg.10.92%
SI
Fund0.20%
Cat. Avg.5.09%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | ADANI POWER LTD | 4.59 | 3.79% |
| 2 | TATA MOTORS LTD | 4.39 | 3.62% |
| 3 | DIVI LABORATORIES LTD | 4.15 | 3.43% |
| 4 | HINDUSTAN AERONAUTICS LTD | 4.12 | 3.41% |
| 5 | TVS MOTOR COMPANY LTD | 4.03 | 3.33% |
| 6 | CHOLAMANDALAM INVESTMENT & FINANCE CO LTD | 3.80 | 3.14% |
| 7 | CUMMINS INDIA LTD | 3.79 | 3.13% |
| 8 | VARUN BEVERAGES LTD | 3.45 | 2.85% |
| 9 | SAMVARDHANA MOTHERSON INTERNATIONAL LTD | 3.25 | 2.69% |
| 10 | CG POWER AND INDUSTRIAL SOLUTIONS LTD | 3.24 | 2.68% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 59484 | -0.9% | -1.8% |
| SI | 07 Oct, 25 | 65000 | 64495 | -0.8% | -1.5% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 99098 | -0.9% | -0.9% |
| SI | 07 Oct, 25 | 1 L. | 1.00 L. | +0.2% | +0.2% |
SIP Calculator
Visualize how small monthly investments grow over time.
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%
Beat inflation and compound wealth faster with an annual step-up.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.