Tata Nifty Next 50 Index Fund
Get the latest NAV of Tata Nifty Next 50 Index Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹10.22
▲0.2%1D
NAV as on 21 May 2026
2.24%/per year
Since Inception
▲▼
499 people have invested ₹ 22.1L in Tata Nifty Next 50 Index Fund in the last three months
Peer comparison
Tata Nifty Next 50 Index Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Tata Nifty Next 50 Index Fund Asset Allocation
See fund asset allocation details as on (14-May-26)
Fund Distribution
as on (14-May-26)
Tata Nifty Next 50 Index Fund Sector Allocation
See fund sector allocation details as on (14-May-26)
Sector Allocation
Top 3 Sectors in April were Financial Services, Consumer Cyclical & Basic Materials
Financial Services
21%
Consumer Cyclical
14%
Utilities
14%
Financial Services
21%
Consumer Cyclical
14%
Basic Materials
14%
Tata Nifty Next 50 Index Fund Holdings Details
as on (30-Apr-26)
Tata Nifty Next 50 Index Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.23% |
Benchmark | Nifty Next 50 TR INR |
| AUM | ₹117 Cr |
| Inception Date | 1 October, 2025 |
| Min Lumpsum/SIP | ₹5,000/₹100 |
Exit Load | 0.2% |
| Lock In | No Lock-in |
TurnOver | 0% |
| Risk |   Very High Risk |
About Tata Nifty Next 50 Index Fund
Tata Nifty Next 50 Index Fund is an equity fund. This fund was started on 1 October, 2025. The fund is managed by Nitin Sharma, Rakesh Prajapati. The fund could potentially beat inflation in the long-run.
Key Parameters
- Tata Nifty Next 50 Index Fund has ₹117 Cr worth of assets under management (AUM) as on May 2026 and is more than category average.
- The fund has an expense ratio 0.2.
Returns
Tata Nifty Next 50 Index Fund has given a CAGR return of 2.24% since inception.
Holdings
Tata Nifty Next 50 Index Fund has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Utilities, Industrial, Consumer Defensive, Basic Materials, Health, Energy, Real Estate, Tech. Its top holdings are Adani Power Ltd, Tata Motors Ltd, Divi's Laboratories Ltd, Hindustan Aeronautics Ltd Ordinary Shares, TVS Motor Co Ltd
Taxation
As it is a index funds mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Tata Nifty Next 50 Index Fund
Passive investment in equity and equity related securities replicating the composition of the Nifty Next 50 Index, subject to tracking errors.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.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 100.00. Tata Nifty Next 50 Index Fund has no lock in period.
Fund Manager
Nitin Sharma
Fund Manager of Tata Nifty Next 50 Index Fund, since 1 October 2025
Rakesh Prajapati
Fund Manager of Tata Nifty Next 50 Index Fund, since 1 October 2025
- AUM of the fund stands at 117.2 Cr as of Apr'26
- AUM increased by 18.6 Cr between Apr'26 and Mar'26
Frequently Asked Questions for Tata Nifty Next 50 Index Fund
How do I invest in Tata Nifty Next 50 Index Fund?
- Download the INDmoney app.
- Search for ‘Tata Nifty Next 50 Index Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.