What is the current price / NAV of Tata Nifty Next 50 Index Fund?
The current NAV of Tata Nifty Next 50 Index Fund is ₹10.19, as of 7th November 2025.What is the volatility or standard deviation of Tata Nifty Next 50 Index Fund?
The volatility or standard deviation for the Tata Nifty Next 50 Index Fund is 10.08
Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of Tata Nifty Next 50 Index Fund?
The Sharpe ratio for the Tata Nifty Next 50 Index Fund is 3.57
The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of Tata Nifty Next 50 Index Fund?
The Sortino Ratio for the Tata Nifty Next 50 Index Fund is 0.58
The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.
Scorecard
Performance
LowHasn’t fared well - amongst the low performers in sub-category
Risk
LowStay at ease, amongst the lower risk funds
Cost
HighHigher costs on pocket vs others
Composition
AvgAverage allocation strategy, nothing exciting
Red flags
LowWe got you covered, no major red flags identified
How to use scorecard? Learn more
Tata Nifty Next 50 Index Fund Direct Growth
Scorecard
Performance
LowHasn’t fared well - amongst the low performers in sub-category
Risk
LowStay at ease, amongst the lower risk funds
Cost
HighHigher costs on pocket vs others
Composition
AvgAverage allocation strategy, nothing exciting
Red flags
LowWe got you covered, no major red flags identified
How to use scorecard? Learn more
Tata Nifty Next 50 Index Fund Performance & Key Metrics
Tata Nifty Next 50 Index Fund Performance & Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| — | — | 3.57 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.58 | 27.67 | 0.16 |
Tata Nifty Next 50 Index Fund Scheme InfoTata Nifty Next 50 Index Fund Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 0.25% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 5,000 |
| BenchmarkBenchmark |
|---|
| NIFTY NEXT 50 - TRI |
About Index Fund
About Index Fund
Index funds invests in stocks that emulate a market index like NSE Nifty, BSE Sensex, etc. They invest in the same securities which are present in underlying index. These funds aim to offer returns comparable to the index they track.
Tata Nifty Next 50 Index Fund Peers
Tata Nifty Next 50 Index Fund Peers & Comparison
EquityIndex Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Tata Nifty Next 50 Index Fund | — | — | — |
| UTI Nifty 50 Index Fund | 6.45% | 12.92% | 12.97% |
| HDFC Nifty 50 Index Fund | 6.40% | 12.89% | 13.08% |
| ICICI Pru Nifty 50 Index Fund | 6.39% | 12.87% | 13.03% |
Tata Nifty Next 50 Index Fund Returns Comparison
Compare Tata Nifty Next 50 Index Fund with any MF, ETF, stock or index
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Tata Nifty Next 50 Index Fund Asset Allocation
Tata Nifty Next 50 Index Fund Asset Allocation
Actual
Target
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Tata Nifty Next 50 Index Fund Sector Distribution
Tata Nifty Next 50 Index Fund Sector Distribution
Hmm, looks like data is currently unavailable. Once it’s updated, you can view it hereTata Nifty Next 50 Index Fund Sector Weightage
Tata Nifty Next 50 Index Fund Sector Weightage
Hmm, looks like data is currently unavailable. Once it’s updated, you can view it hereCurrent Holdings
Hmm, looks like data is currently unavailable. Once it’s updated, you can view it hereAMC Profile of Tata Nifty Next 50 Index Fund
AMC Profile of Tata Nifty Next 50 Index Fund
Established in 1994, Tata Asset Management Private Limited has a track record of more than 25 years in investment management. Tata Asset Management Private Limited manages investments of Tata Mutual Fund.
Established in 1994, Tata Asset Management Private Limited has a track record of more than 25 years in investment management. Tata Asset Management Private Limited manages investments of Tata Mutual Fund.
No.of Schemes
62
Total AUM
₹ 2,11,395.25 Cr.
Tata Nifty Next 50 Index Fund Manager Details
Tata Nifty Next 50 Index Fund Manager Details
Tata Nifty Next 50 Index Fund Manager Profile
Tata Nifty Next 50 Index Fund Manager Profile
Nitin Sharma
AUM: ₹4,653.70 Cr.
|
Exp: —
Rakesh Prajapati
AUM: ₹4,653.70 Cr.
|
Exp: —
Tata Nifty Next 50 Index Fund Manager Performance (0)
Tata Nifty Next 50 Index Fund Manager Performance (0)
Tata Nifty Next 50 Index Fund Tax Implications
Tata Nifty Next 50 Index Fund Tax Implications
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Tata Nifty Next 50 Index Fund Review & Opinions
Tata Nifty Next 50 Index Fund Review & Opinions
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Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%