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Mutual Funds

Tata Nifty Next 50 Index Fund

Ta

Tata Nifty Next 50 Index Fund

Large CapRank #27
Not Rated

NAV (2026-07-14)

10.51

AUM

₹121.02 Cr

RISK LEVEL

Very High

Returns & Performance

1 Year----
3 Year----
5 Year----
Since Launch5.06%--

Fund vs Category Average

Pros & Cons

Pros

Outperforms category avg on 1Y returns
No lock-in period

Cons

3Y returns below category average
Overall rank #27 in category
ISININF277KA1EG7
NAV₹10.51
NAV Date2026-07-14
AUM₹121.02 Cr
RiskVery High
RatingNot Rated / 5
Min SIP Amount₹1500
Max SIP Amount₹999999999
Min Additional Inv.₹1000
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1995-06-30

INVESTMENT OBJECTIVE

The scheme seeks to passive investment in equity and equity related securities replicating the composition of the Nifty Next 50 Index, subject to tracking errors.

Exit Load0.25%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.

Nitin Sharma

MFM (Masters degree in financial management), BAF (Bachelor of Commerce-Accounting & Finance).

Prior to joining the Tata MF, he was associated with Share India Securities Ltd, Sharekhan Ltd, Choice Equity Broking Pvt Ltd, Globe Capital Market Ltd, Namostute Trading Pvt Ltd, Kotak Securities.

Top Holdings

Holdings data not available for this scheme