Tata Nifty Next 50 Index Fund Growth

Tata Nifty Next 50 Index Fund Growth

1M
6M
All
NAV: 15 May '26
₹10.14
Min. for SIP
₹100
Fund size (AUM)
₹117.20 Cr
Expense ratio
1.02%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹15,395
+2.63%
6 months₹30,000₹30,585
+1.95%

Holdings (54)

NameSectorInstrumentsAssets
Adani Power Ltd.EnergyEquity3.73%
Tata Motors Ltd.AutomobileEquity3.48%
Divi's Laboratories Ltd.HealthcareEquity3.35%
Hindustan Aeronautics Ltd.Capital GoodsEquity3.34%
TVS Motor Company Ltd.AutomobileEquity3.33%
Tata Power Company Ltd.EnergyEquity3.02%
Cummins India Ltd.Capital GoodsEquity2.89%
Varun Beverages Ltd.Consumer StaplesEquity2.85%
Britannia Industries Ltd.Consumer StaplesEquity2.74%
Avenue Supermarts Ltd.ServicesEquity2.74%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity2.72%
Power Finance Corporation Ltd.FinancialEquity2.65%
Bharat Petroleum Corporation Ltd.EnergyEquity2.47%
CG Power and Industrial Solutions Ltd.Capital GoodsEquity2.27%
The Indian Hotels Company Ltd.ServicesEquity2.27%
HDFC Asset Management Company Ltd.FinancialEquity2.24%
Samvardhana Motherson International Ltd.AutomobileEquity2.18%
Indian Oil Corporation Ltd.EnergyEquity2.16%
Bank Of BarodaFinancialEquity1.98%
Adani Energy Solutions Ltd.EnergyEquity1.89%
Vedanta Ltd.Metals & MiningEquity1.87%
Jindal Steel Ltd.Metals & MiningEquity1.84%
Canara BankFinancialEquity1.84%
Bajaj Holdings & Investment Ltd.FinancialEquity1.80%
REC Ltd.FinancialEquity1.80%
GAIL (India) Ltd.EnergyEquity1.79%
Torrent Pharmaceuticals Ltd.HealthcareEquity1.78%
Godrej Consumer Products Ltd.Consumer StaplesEquity1.74%
Pidilite Industries Ltd.ChemicalsEquity1.73%
Adani Green Energy Ltd.Capital GoodsEquity1.67%
LTM LimitedTechnologyEquity1.61%
United Spirits Ltd.Consumer StaplesEquity1.59%
ABB India Ltd.Capital GoodsEquity1.54%
Punjab National BankFinancialEquity1.53%
Solar Industries India Ltd.ChemicalsEquity1.53%
DLF Ltd.ConstructionEquity1.53%
Muthoot Finance Ltd.FinancialEquity1.49%
Siemens Ltd.Capital GoodsEquity1.37%
Shree Cement Ltd.ConstructionEquity1.31%
Union Bank of IndiaFinancialEquity1.30%
Bosch Ltd.AutomobileEquity1.27%
Siemens Energy India Ltd.EnergyEquity1.18%
Ambuja Cements Ltd.ConstructionEquity1.10%
Hyundai Motor India Ltd.AutomobileEquity1.05%
Hindustan Zinc Ltd.Metals & MiningEquity1.05%
Lodha Developers Ltd.ConstructionEquity1.03%
Zydus Lifesciences Ltd.HealthcareEquity0.91%
Indian Railway Finance Corporation Ltd.FinancialEquity0.85%
Mazagon Dock Shipbuilders Ltd.Capital GoodsEquity0.84%
Vedanta Power Ltd.Capital GoodsEquity0.83%
Malco Energy Ltd.Metals & MiningEquity0.83%
Vedanta Aluminium Metal Ltd.Metals & MiningEquity0.83%
Vedanta Iron And Steel Ltd.Metals & MiningEquity0.83%
Tata Capital Ltd.FinancialEquity0.58%
See All

Minimum investments

Min. for 1st investment
₹5,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹100

Returns and rankings

Annualised returns
Absolute returns
Name1M3M6MAll
Fund returns+8.0%+3.5%+2.8%+4.6%
Category average (Equity Large Cap)--------
Rank (Equity Large Cap)--3232--

Exit load, stamp duty and tax

Exit load

Exit load of 0.25%, if redeemed within 15 days.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Compare similar funds

Name1Y3YFund Size(Cr)
Nippon India Large Cap Fund Growth
Nippon India Large Cap Fund Growth
-1.76%+14.48%51,690.28
ICICI Prudential Large Cap Fund Growth
ICICI Prudential Large Cap Fund Growth
-3.43%+14.22%75,650.43
DSP Large Cap Fund Growth
DSP Large Cap Fund Growth
-4.71%+13.73%7,192.01
Tata Large Cap Fund Growth
Tata Large Cap Fund Growth
-1.47%+11.90%2,687.58
HDFC Large Cap Fund Growth
HDFC Large Cap Fund Growth
-4.46%+11.51%38,121.27
Compare

Fund management

NS
Nitin Sharma
Sep 2025 - Present
View details

Education
MFM (Masters degree in financial management), BAF (Bachelor of Commerce-Accounting & Finance).
Experience
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.
Also manages these schemes

About Tata Nifty Next 50 Index Fund Growth

Tata Nifty Next 50 Index Fund Growth is a Equity Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 30 Jun 1995. Nitin Sharma is the Current Fund Manager of Tata Nifty Next 50 Index Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹2,27,427 Cr and the Latest NAV as of 15 May 2026 is ₹10.14. The Tata Nifty Next 50 Index Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹5,000. Exit load of 0.25%, if redeemed within 15 days. ;

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.
Fund benchmarkNIFTY Next 50 Total Return Index

Fund house

Rank (total assets)#14 in India
Total AUM₹2,27,426.65 Cr
Date of Incorporation30 Jun 1995
Launch Date30 Jun 1995
Address9th Floor, Mafatlal Centre,Nariman Point, Mumbai 400021
Custodian--
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,