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Tata Nifty Next 50 Index Fund

NAV as of Oct 20, 2025Returns since inceptionET Money RankAUM (Fund size)
1.08%
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NA

Historical NAV & returns

NAV: ₹10.1838 as on Oct 20, 2025
no return graph
No data found for this duration

Tata Nifty Next 50 Index Fund overview

AUM (Fund size)NA
Exit load0.25%info
Exit load of 0.25%, if redeemed within 15 days.!
Lock-in PeriodNil
Age1 m since Sep 12, 2025
BenchmarkNIFTY Next 50 TRI
Min. investment

SIP: 500 & Lumpsum: 5000

Expense ratioNA
Plan typeRegular
RiskVery HighVery High Risk
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%

Peer comparison

Fund name1M6M1Y3Y5Y10Y
Tata Nifty Next 50 Index FundN.A.N.A.N.A.N.A.N.A.N.A.
DSP Nifty 50 Equal Weight Index Fund3.56%10.41%8.69%17.98%23.17%10.22%
Sundaram Nifty 100 Equal Weight Fund2.18%9.38%5.4%17.86%21.48%11.89%
Nippon India Nifty Next 50 Junior BeES FoF1.59%8.41%-0.03%18.57%21.08%9.65%
DSP Nifty Next 50 Index Fund1.63%8.27%-0.2%18.4%20.9%10.37%
UTI Nifty Next 50 Index Fund1.61%8.17%-0.14%18.25%20.72%9.44%
Fund nameStd. deviationBetaSharpeSortino
Tata Nifty Next 50 Index FundN.A.N.A.N.A.N.A.
DSP Nifty 50 Equal Weight Index Fund12.971.020.791.13
Sundaram Nifty 100 Equal Weight Fund14.291.110.721.12
Nippon India Nifty Next 50 Junior BeES FoF17.551.270.640.93
DSP Nifty Next 50 Index Fund17.81.30.620.88
UTI Nifty Next 50 Index Fund17.791.30.620.85
Fund nameETM RankAUMFund ageExpense ratio
Tata Nifty Next 50 Index FundN.A.0 Cr1 m0.0%
DSP Nifty 50 Equal Weight Index FundN.A.2,285 Cr8 yrs0.94%
Sundaram Nifty 100 Equal Weight FundN.A.123 Cr26 yrs 4 m1.08%
Nippon India Nifty Next 50 Junior BeES FoFN.A.607 Cr6 yrs 8 m0.29%
DSP Nifty Next 50 Index FundN.A.1,135 Cr6 yrs 8 m0.63%
UTI Nifty Next 50 Index FundN.A.5,728 Cr7 yrs 4 m0.79%

Key risk & return ratios Compared to other funds in the category

Risk ratios are based on three-year data. The required data is unavailable for the scheme.

Compare Tata Nifty Next 50 Index Fund in detail with

ET Money rank

in Large Cap Index
#NA
Ranking for this fund is unavailable.
  • Return/Risk: The fund is performing poorly than its category.
  • Exit Load: Exit load of 0.25%, if redeemed within 15 days.