
Tata Nifty Next 50 Index Fund(G)-Direct Plan
-3.54%
1Y annualised
-3.54%
1Y annualised
+0.98% 1D
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Buy, Hold or Sell?
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NAV : 26 Oct 2026
₹9.81
Min. SIP amount
₹100
Fund size (AUM)
120 Cr
Expense ratio
0.22%
Launched on
01 Oct 2025
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 26 Oct 2026
₹9.81
Min. SIP amount
₹100
Fund size (AUM)
120 Cr
Expense ratio
0.22%
Launched on
01 Oct 2025
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
91.72%
Mid Cap
5.99%
Others
2.28%
Sector Allocation
Automobile & Ancillaries
12.47%
Finance
10.63%
Capital Goods
10.49%
Power
9.51%
Healthcare
8.96%
Bank
6.38%
Fmcg
6.18%
Non - Ferrous Metals
5.88%
Others
30.09%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
0.25% on or before 15D, Nil after 15D
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Nitin Sharma
Present
Rakesh Prajapati
Present
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FAQs
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