Tata Nifty Next 50 Index Fund - Growth - Regular Plan

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  • Net Change on 11-12-2025

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The investment objective of the scheme is to provide returns, before expenses, that commensurate with the performance Nifty Next 50 Index (TRI), subject to tracking error. However, 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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY NEXT 50 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
ICICI Prudential Nifty Next 50 Index Fund - Growth Jun 25, 2010 -7.36 15.62 16.20 0.68 8,151.03
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option Jun 28, 2018 -7.05 15.65 16.26 0.79 5,952.86
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth Dec 23, 2019 -7.26 15.41 15.96 1.04 396.38
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth Apr 15, 2020 -7.40 15.40 16.03 0.72 141.89

Fund Holdings as on 30-November-2025

  • VEDANTA LTD.

  • HINDUSTAN AERONAUTICS LTD.

  • TVS MOTOR COMPANY LTD.

  • DIVI LABORATORIES LTD.

  • CHOLAMANDALAM INVESTMENT & FINANCE CO LTD.

  • BHARAT PETROLEUM CORPORATION LTD.

  • BRITANNIA INDUSTRIES LTD.

  • TATA POWER COMPANY LTD.

  • INDIAN HOTELS CO. LTD.

  • VARUN BEVERAGES LTD.

  • INDIAN OIL CORPORATION LTD.

  • AVENUE SUPERMARTS LTD.

  • ADANI POWER LTD.

  • LTIMINDTREE LTD.

  • BANK OF BARODA

  • POWER FINANCE CORPORATION LTD.

  • INFO EDGE (INDIA) LTD.

  • SAMVARDHANA MOTHERSON INTERNATIONAL LTD.

  • CANARA BANK

  • BAJAJ HOLDINGS & INVESTMENT LTD.

  • ICICI LOMBARD GENERAL INSURANCE CO. LTD.

  • GAIL ( INDIA ) LTD.

  • DLF LTD.

  • CG POWER AND INDUSTRIAL SOLUTIONS LTD.

  • GODREJ CONSUMER PRODUCTS LTD.

  • PIDILITE INDUSTRIES LTD.

  • REC LTD.

  • PUNJAB NATIONAL BANK

  • UNITED SPIRITS LTD.

  • JINDAL STEEL LTD.

  • TORRENT PHARMACEUTICALS LTD.

  • HAVELLS INDIA LTD.

  • SHREE CEMENT LTD.

  • ADANI ENERGY SOLUTIONS LTD.

  • AMBUJA CEMENTS LTD.

  • HYUNDAI MOTOR INDIA LTD.

  • SOLAR INDUSTRIES INDIA LTD.

  • LODHA DEVELOPERS LTD.

  • ADANI GREEN ENERGY LTD.

  • BOSCH LTD.

  • SIEMENS LTD.

  • SIEMENS ENERGY INDIA LIMITED

  • ABB INDIA LTD.

  • JSW ENERGY LTD.

  • ZYDUS LIFESCIENCES LTD.

  • HINDUSTAN ZINC LTD.

  • INDIAN RAILWAY FINANCE CORPORATION LTD.

  • MAZAGON DOCK SHIPBUILDERS LTD

  • LIFE INSURANCE CORPORATION OF INDIA

  • CASH / NET CURRENT ASSET

  • BAJAJ HOUSING FINANCE LTD

  • A) REPO

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  • Power Generation/Distribution

  • Electric Equipment

  • Bank - Public

  • Pharmaceuticals & Drugs

  • Consumer Food

  • Refineries

  • Finance - NBFC

  • Finance Term Lending

  • Metal - Non Ferrous

  • Defence

  • Auto Ancillary

  • Automobile Two & Three Wheelers

  • Construction - Real Estate

  • Chemicals

  • Cement & Construction Materials

  • Insurance

  • Hotel, Resort & Restaurants

  • Retailing

  • IT - Software

  • BPO/ITeS

  • Gas Transmission/Marketing

  • Household & Personal Products

  • Breweries & Distilleries

  • Steel/Sponge Iron/Pig Iron

  • Automobiles - Passenger Cars

  • Ship Building

  • Miscellaneous

  • Finance - Housing

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Fund Manager

  • Cash

  • Equity

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About Tata Nifty Next 50 Index Fund

Scheme Analysis

Tata Nifty Next 50 Index Fund is a Index Funds - Nifty Next 50 fund and belongs to Tata Mutual Fund. It was launched on 01-Oct-2025 and currently has an AUM of ₹119.52 crore. Tata Nifty Next 50 Index Fund is benchmarked against NIFTY NEXT 50 - TRI as primary index.

The NAV of Tata Nifty Next 50 Index Fund ended up ₹0.05(0.54%)yesterday to ₹9.9578.

Among its top 3 holdings the fund has exposure to VEDANTA LTD., and

The Tata Nifty Next 50 Index Fund is managed by Rakesh Prajapati and Nitin Sharma.

Fund House Contact

1903, B Wing, Parinee Crescenzo, G Block, Bandra Kurla Complex, Bandra East, Mumbai - 400 051

022 6282 7777
service@tataamc.com
+91 (22) 22613782