MF Gyan
indexHigh risk1 year old

Tata Nifty Next 50 Index Fund - Direct Plan - Growth Option

Copies an index like the Nifty 50 or Sensex. Low fees, no active fund manager, returns match the market. From Tata Mutual Fund. It's been running since 7 Oct 2025.

This fund is under 3 years old — its short track record makes comparing to peers or judging consistency less reliable.
Latest price per unit
₹10.757
▼ 0.24% today
As of 4 Sep 2026 · updated once each business day
Not enough price history yet to tell the money story.
How it compares to peers

Vs 500 other funds in Other Scheme - Index Funds

Same plan
Bumpiness (3Y)
17.20%median 13.31% (+3.89%)
Rank #369 of 501Less risky than 26% of peers
Worst-ever drop
-14.48%median -17.34% (+2.86%)
Rank #300 of 501Less risky than 40% of peers

Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.

Year by year

Calendar-year returns. 2 of last 2 years were positive.

+1%
2025
+5%
2026
Best year
2026 · 5.14%
Worst year
2025 · 1.10%

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness
17.2%

The value swings roughly 17% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-14.48%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Similar funds you might want to look at

Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.

Head-to-head comparisons

Side-by-side comparisons of Tata Nifty Next 50 Index Fund - Direct Plan - Growth Option against other index funds.

Technical details (for the pros)
CAGR — 1 year—
CAGR — 3 years—
CAGR — 5 years—
CAGR — since launch7.48%
Volatility — 1 year (annualised)17.20%
Volatility — 3 years (annualised)17.20%
Max drawdown — 1 year-14.48%
Max drawdown — 3 years-14.48%
Sharpe ratio — 1 year (rf=6%)0.08
Sharpe ratio — 3 years (rf=6%)0.08

Fund info

Fund house
Tata Mutual Fund
Category
Other Scheme - Index Funds
Plan
Direct
Option
Growth
ISIN (Growth)
INF277KA1EJ1
ISIN (Div re-invest)
—
Fund code
153858
First price on record
7 Oct 2025 · 226 daily prices

About Tata Nifty Next 50 Index Fund - Direct Plan - Growth Option

Tata Nifty Next 50 Index Fund - Direct Plan - Growth Option is a Other Scheme - Index Funds offered by Tata Mutual Fund under the Direct plan with the Growth option. It has approximately 1 year of NAV track record. The fund falls in the index category — Copies an index like the Nifty 50 or Sensex. Low fees, no active fund manager, returns match the market.

The current NAV of Tata Nifty Next 50 Index Fund - Direct Plan - Growth Option is ₹10.7570 (as of 4 Sep 2026). Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 17.2% annualised volatility — a "high" level of bumpiness; its deepest peak-to-trough fall on record was 14.5%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.

Frequently asked

What is the latest NAV of Tata Nifty Next 50 Index Fund - Direct Plan - Growth Option?+

The latest NAV of Tata Nifty Next 50 Index Fund - Direct Plan - Growth Option is ₹10.7570 as of 4 Sep 2026, down 0.24% from the previous day. NAV is updated once a business day after the market close.

What category does Tata Nifty Next 50 Index Fund - Direct Plan - Growth Option belong to?+

Tata Nifty Next 50 Index Fund - Direct Plan - Growth Option is categorised as Other Scheme - Index Funds. Copies an index like the Nifty 50 or Sensex. Low fees, no active fund manager, returns match the market.

How risky is Tata Nifty Next 50 Index Fund - Direct Plan - Growth Option?+

Based on its 3-year annualised volatility of 17.2%, Tata Nifty Next 50 Index Fund - Direct Plan - Growth Option sits in the "high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is Tata Nifty Next 50 Index Fund - Direct Plan - Growth Option a direct plan?+

Tata Nifty Next 50 Index Fund - Direct Plan - Growth Option is a Direct plan (no distributor commission — lower expense ratio) with the Growth option (all returns compound within the fund, no interim payouts).

How old is Tata Nifty Next 50 Index Fund - Direct Plan - Growth Option?+

Tata Nifty Next 50 Index Fund - Direct Plan - Growth Option has NAV history available from 7 Oct 2025 — approximately 1 year of track record and 226 daily NAV observations.

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.