Tata Nifty Next 50 Index Fund - Growth - Regular Plan

Other Plans and Options
  • 2.01 %Nav, as on 25-03-2026

  • Previous Nav

  • Net Change on 25-03-2026

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

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 1.58 19.11 13.60 0.70 8,396.38
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option Jun 28, 2018 1.59 19.14 13.64 0.80 6,245.96
DSP Nifty Next 50 Index Fund - Regular Plan - Growth Feb 21, 2019 1.78 19.28 13.83 0.66 1,194.46
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option Mar 10, 2021 1.68 19.12 13.66 0.49 941.48
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth Dec 23, 2019 1.27 18.87 13.34 1.04 426.93

Fund Holdings as on 28-February-2026

  • VEDANTA LTD.

  • TVS MOTOR COMPANY LTD.

  • DIVI LABORATORIES LTD.

  • BHARAT PETROLEUM CORPORATION LTD.

  • HINDUSTAN AERONAUTICS LTD.

  • CHOLAMANDALAM INVESTMENT & FINANCE CO LTD.

  • BRITANNIA INDUSTRIES LTD.

  • INDIAN OIL CORPORATION LTD.

  • TATA POWER COMPANY LTD.

  • VARUN BEVERAGES LTD.

  • POWER FINANCE CORPORATION LTD.

  • BANK OF BARODA

  • SAMVARDHANA MOTHERSON INTERNATIONAL LTD.

  • INDIAN HOTELS CO. LTD.

  • AVENUE SUPERMARTS LTD.

  • ADANI POWER LTD.

  • CANARA BANK

  • CG POWER AND INDUSTRIAL SOLUTIONS LTD.

  • GODREJ CONSUMER PRODUCTS LTD.

  • BAJAJ HOLDINGS & INVESTMENT LTD.

  • JINDAL STEEL LTD.

  • PIDILITE INDUSTRIES LTD.

  • ICICI LOMBARD GENERAL INSURANCE CO. LTD.

  • GAIL ( INDIA ) LTD.

  • TORRENT PHARMACEUTICALS LTD.

  • PUNJAB NATIONAL BANK

  • REC LTD.

  • LTIMINDTREE LTD.

  • UNITED SPIRITS LTD.

  • INFO EDGE (INDIA) LTD.

  • DLF LTD.

  • HAVELLS INDIA LTD.

  • ADANI ENERGY SOLUTIONS LTD.

  • SHREE CEMENT LTD.

  • SOLAR INDUSTRIES INDIA LTD.

  • ABB INDIA LTD.

  • BOSCH LTD.

  • HYUNDAI MOTOR INDIA LTD.

  • AMBUJA CEMENTS LTD.

  • SIEMENS LTD.

  • ADANI GREEN ENERGY LTD.

  • LODHA DEVELOPERS LTD.

  • HINDUSTAN ZINC LTD.

  • JSW ENERGY LTD.

  • SIEMENS ENERGY INDIA LIMITED

  • ZYDUS LIFESCIENCES LTD.

  • LIFE INSURANCE CORPORATION OF INDIA

  • INDIAN RAILWAY FINANCE CORPORATION LTD.

  • MAZAGON DOCK SHIPBUILDERS LTD

  • BAJAJ HOUSING FINANCE LTD

  • A) REPO

  • CASH / NET CURRENT ASSET

View More

  • Power Generation/Distribution

  • Electric Equipment

  • Bank - Public

  • Pharmaceuticals & Drugs

  • Metal - Non Ferrous

  • Refineries

  • Consumer Food

  • Finance Term Lending

  • Finance - NBFC

  • Auto Ancillary

  • Automobile Two & Three Wheelers

  • Chemicals

  • Defence

  • Construction - Real Estate

  • Cement & Construction Materials

  • Insurance

  • Hotel, Resort & Restaurants

  • Retailing

  • Household & Personal Products

  • Steel/Sponge Iron/Pig Iron

  • Gas Transmission/Marketing

  • IT - Software

  • Breweries & Distilleries

  • BPO/ITeS

  • Automobiles - Passenger Cars

  • Ship Building

  • Finance - Housing

  • Miscellaneous

View More

Fund Manager

  • Cash

  • Equity

View More

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 ₹109.15 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 ₹0.18(2.01%)yesterday to ₹9.3145.

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