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| NAV as of Oct 20, 2025 | Returns since inception | ET Money Rank | AUM (Fund size) |
|---|---|---|---|
| ₹10.1838+0.13% 1 day change | 1.08% | App exclusive | NA |
| AUM (Fund size) | NA |
| Exit load | 0.25% Exit load of 0.25%, if redeemed within 15 days.! |
| Lock-in Period | Nil |
| Age | 1 m since Sep 12, 2025 |
| Benchmark | NIFTY Next 50 TRI |
| Min. investment | SIP: ₹500 & Lumpsum: ₹5000 |
| Expense ratio | NA |
| Plan type | Regular |
| Risk | Very High |
| Short term capital gains (STCG) | Returns taxed at 20% if you redeem before 1 year |
| Long term capital gains (LTCG) | After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5% |
| Fund name | 1M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| Tata Nifty Next 50 Index Fund | N.A. | N.A. | N.A. | N.A. | N.A. | N.A. |
| DSP Nifty 50 Equal Weight Index Fund | 3.56% | 10.41% | 8.69% | 17.98% | 23.17% | 10.22% |
| Sundaram Nifty 100 Equal Weight Fund | 2.18% | 9.38% | 5.4% | 17.86% | 21.48% | 11.89% |
| Nippon India Nifty Next 50 Junior BeES FoF | 1.59% | 8.41% | -0.03% | 18.57% | 21.08% | 9.65% |
| DSP Nifty Next 50 Index Fund | 1.63% | 8.27% | -0.2% | 18.4% | 20.9% | 10.37% |
| UTI Nifty Next 50 Index Fund | 1.61% | 8.17% | -0.14% | 18.25% | 20.72% | 9.44% |
| Fund name | Std. deviation | Beta | Sharpe | Sortino |
|---|---|---|---|---|
| Tata Nifty Next 50 Index Fund | N.A. | N.A. | N.A. | N.A. |
| DSP Nifty 50 Equal Weight Index Fund | 12.97 | 1.02 | 0.79 | 1.13 |
| Sundaram Nifty 100 Equal Weight Fund | 14.29 | 1.11 | 0.72 | 1.12 |
| Nippon India Nifty Next 50 Junior BeES FoF | 17.55 | 1.27 | 0.64 | 0.93 |
| DSP Nifty Next 50 Index Fund | 17.8 | 1.3 | 0.62 | 0.88 |
| UTI Nifty Next 50 Index Fund | 17.79 | 1.3 | 0.62 | 0.85 |
| Fund name | ETM Rank | AUM | Fund age | Expense ratio |
|---|---|---|---|---|
| Tata Nifty Next 50 Index Fund | N.A. | 0 Cr | 1 m | 0.0% |
| DSP Nifty 50 Equal Weight Index Fund | N.A. | 2,285 Cr | 8 yrs | 0.94% |
| Sundaram Nifty 100 Equal Weight Fund | N.A. | 123 Cr | 26 yrs 4 m | 1.08% |
| Nippon India Nifty Next 50 Junior BeES FoF | N.A. | 607 Cr | 6 yrs 8 m | 0.29% |
| DSP Nifty Next 50 Index Fund | N.A. | 1,135 Cr | 6 yrs 8 m | 0.63% |
| UTI Nifty Next 50 Index Fund | N.A. | 5,728 Cr | 7 yrs 4 m | 0.79% |
Risk ratios are based on three-year data. The required data is unavailable for the scheme.
| Fund name | ETM Rank | AUM | 1Y | 5Y |
|---|---|---|---|---|
| Tata Small Cap Fund | N.A. | 11,637 Cr | -4.39% | 29.2% |
| Tata Infrastructure Fund | N.A. | 2,144 Cr | -5.89% | 28.82% |
| Tata Mid Cap Fund | N.A. | 5,043 Cr | 3.48% | 24.29% |
| Tata Resources & Energy Fund | N.A. | 1,194 Cr | 7.76% | 22.89% |
| Tata Value Fund | N.A. | 8,530 Cr | 2.12% | 21.16% |
| Tata India Consumer Fund | N.A. | 2,531 Cr | 3.97% | 20.98% |
The current Net Asset Value (NAV) of the Tata Nifty Next 50 Index Fund plan is approximately ₹10.1838 as of Oct 20, 2025.
This is a Large Cap Index fund comes with Very High risk.
No, this fund does not have any lock-in period.
Redeeming your investments in the Tata Nifty Next 50 Index Fund is simple. If you have invested via ET Money, just log in to the app, go to the holdings section, and submit the redemption request.
If you have invested from anywhere else, you can go to the fund house website and put a request through it.
