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Tata Nifty Next 50 Index Fund(G)-Direct Plan

Tata Nifty Next 50 Index Fund(G)-Direct Plan

Direct GrowthHigh Risk

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NAV : 18 Sep 2026

₹10.63

Min. SIP amount

₹100

Fund size (AUM)

125 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

3M6M1Y3Y
Total investment
0
Would've become
0

Stock Allocation

Stock nameSectorAllocation
Divi Laboratories LtdHealthcare4.75%
Tvs Motor Company LtdAutomobile & Ancillaries4.02%
Tata Motors LtdDomestic Equities3.88%

Fund Composition

125 Cr

Large Cap

92.69%

Mid Cap

7.44%

Sector Allocation

125 Cr

Finance

12.71%

Automobile & Ancillaries

12.67%

Capital Goods

9.06%

Power

8.97%

Healthcare

8.82%

Bank

6.42%

Fmcg

6.03%

Domestic Equities

5.74%

Others

29.71%

Minimum investments

Min. for SIP100
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

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

NS

Nitin Sharma

Present

RP

Rakesh Prajapati

Present

Similar/Peer Fund Comparison

Fund name
B

Baroda BNP Paribas Gold ETF FoF(G)-Direct Plan

+0.00%
B

Bajaj Finserv Small Cap Fund(G)-Direct Plan

+0.00%
H

HDFC Innovation Fund(G)-Direct Plan

+0.00%
Q

Quant Equity Savings Fund(G)-Direct Plan

+0.00%
K

Kotak Active Momentum Fund(G)-Direct Plan

+0.00%
K

Kotak Nifty Alpha 50 Index Fund(G)-Direct Plan

+0.00%
I

ICICI Pru Active Momentum Fund(G)-Direct Plan

+0.00%
U

Union Ultra Short to Short Term Fund(G)-Direct Plan

+0.00%

FAQs

Tata Nifty Next 50 Index Fund(G)-Direct Plan is a part of Tata Asset Management Private Limited, it was incepted on 01 Oct 2025. This fund is managed by Nitin Sharma and Rakesh Prajapati. It is a Not Specified type of fund.

The current NAV of Tata Nifty Next 50 Index Fund(G)-Direct Plan is ₹10.63 (as of 18 Sep 2026).

Tata Nifty Next 50 Index Fund(G)-Direct Plan has delivered 0.00% in 1 year, 0.00% in 3 years, and 0.00% in 5 years (annualised).

The minimum SIP amount for Tata Nifty Next 50 Index Fund(G)-Direct Plan is ₹100.

The expense ratio of Tata Nifty Next 50 Index Fund(G)-Direct Plan is 0.22%.

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