Tata Nifty 50 Index Fund Regular Plan Growth

Risk: Very High
₹ 150.75
NAV (Jul 25,2024)

Tata NIFTY 50 Index Fund - Regular Plan - Growth is a popular index fund in India. With an expense ratio of 0.52 and an established date of 2003-02-25, it offers investors an opportunity to track and invest in the top 50 companies listed on the NIFTY index. The minimum investment required is INR 5000, and the fund has an assets under management (AUM) of INR 581.89 crore. This fund provides an avenue for growth and diversification for investors in the Indian market.

Tata Nifty 50 Index Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Tata Nifty 50 Index Fund Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    31.54
  • P/B Ratio
    UM_URBAN_MONEY

    5.97
  • Alpha
    UM_URBAN_MONEY

    -0.00
  • Beta
    UM_URBAN_MONEY

    1.00
  • Sharpe
    UM_URBAN_MONEY

    0.10
  • Sortino
    UM_URBAN_MONEY

    0.16

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.52%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 717.24 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹5000.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Jul 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 10,859.01 (8.59%)₹ 11,475.14 (14.75%)₹ 12,468.5 (24.68%)₹ 15,655.38 (56.55%)₹ 22,136.29 (121.36%)
₹ 30,000₹ 32,577.03 (8.59%)₹ 34,425.42 (14.75%)₹ 37,405.5 (24.68%)₹ 46,966.14 (56.55%)₹ 66,408.87 (121.36%)
₹ 50,000₹ 54,295.05 (8.59%)₹ 57,375.7 (14.75%)₹ 62,342.5 (24.68%)₹ 78,276.9 (56.55%)₹ 1,10,681.45 (121.36%)
₹ 80,000₹ 86,872.08 (8.59%)₹ 91,801.12 (14.75%)₹ 99,748 (24.68%)₹ 1,25,243.04 (56.55%)₹ 1,77,090.32 (121.36%)
₹ 1,00,000₹ 1,08,590.1 (8.59%)₹ 1,14,751.4 (14.75%)₹ 1,24,685 (24.68%)₹ 1,56,553.8 (56.55%)₹ 2,21,362.9 (121.36%)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • HDFC BANK LTD11.56%
  • RELIANCE INDUSTRIES LTD9.71%
  • ICICI BANK LTD7.90%
  • INFOSYS LTD5.04%
  • LARSEN & TOUBRO LTD4.35%
  • ITC LTD3.79%
  • TATA CONSULTANCY SERVICES LTD3.73%
  • BHARTI AIRTEL LTD3.58%
  • AXIS BANK LTD3.31%
  • STATE BANK OF INDIA3.20%
  • KOTAK MAHINDRA BANK LTD2.48%
  • MAHINDRA & MAHINDRA LTD2.41%
  • HINDUSTAN UNILEVER LTD2.09%
  • BAJAJ FINANCE LTD1.87%
  • NTPC LTD1.71%
  • MARUTI SUZUKI INDIA LTD1.64%
  • TATA MOTORS LTD1.63%
  • SUN PHARMACEUTICAL INDUSTRIES LTD1.58%
  • POWER GRID CORPORATION OF INDIA LTD1.42%
  • HCL TECHNOLOGIES LTD1.41%
  • TATA STEEL LTD1.38%
  • TITAN COMPANY LTD1.36%
  • ASIAN PAINTS INDIA LTD1.30%
  • ULTRATECH CEMENT LTD1.15%
  • COAL INDIA LTD1.12%
  • ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD1.06%
  • OIL & NATURAL GAS CO1.03%
  • BAJAJ AUTO LTD1.03%
  • HINDALCO INDUSTRIES LTD1.01%
  • INDUSIND BANK LTD0.97%
  • ADANI ENTERPRISES LTD0.90%
  • GRASIM INDUSTRIES LTD0.86%
  • NESTLE INDIA LTD0.84%
  • JSW STEEL LTD0.84%
  • BAJAJ FINSERV LTD0.83%
  • TECH MAHINDRA LTD0.78%
  • CIPLA LTD0.76%
  • DR REDDYs LABORATORIES LTD0.71%
  • TATA CONSUMER PRODUCTS LTD0.67%
  • HERO MOTOCORP LTD0.67%
  • SHRIRAM FINANCE LTD0.66%
  • EICHER MOTORS LTD0.65%
  • SBI LIFE INSURANCE COMPANY LTD0.63%
  • WIPRO LTD0.62%
  • BRITANNIA INDUSTRIES LTD0.61%
  • BHARAT PETROLEUM CORPORATION LTD0.60%
  • APOLLO HOSPITALS ENTERPRISE LTD0.59%
  • HDFC LIFE INSURANCE CO LTD0.58%
  • DIVI LABORATORIES LTD0.55%
  • LTIMINDTREE LTD0.43%
  • CASH NET CURRENT ASSET0.21%
  • B REPO0.15%
  • GRASIM INDUSTRIES LTD PARTLY PAID0.01%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Kotak Nifty Next 50 Index Fund - Regular Plan - GrowthKotak Nifty Next 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

22.31%

Sundaram Nifty 100 Equal Weight Fund - GrowthSundaram Nifty 100 Equal Weight Fund - Growth

EQUITY

Very High

21.98%

Groww Nifty Total Market Index Fund - Regular Plan - GrowthGroww Nifty Total Market Index Fund - Regular Plan - Growth

EQUITY

Very High

18.10%

Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund - Regular Plan - GrowthEdelweiss MSCI India Domestic & World Healthcare 45 Index Fund - Regular Plan - Growth

EQUITY

Very High

17.95%

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - GrowthDSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

EQUITY

Very High

17.13%

SBI Nifty Index Fund - Regular Plan - GrowthSBI Nifty Index Fund - Regular Plan - Growth

EQUITY

Very High

15.80%

Navi Nifty 50 Index Fund - Regular Plan - GrowthNavi Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

12.13%

Franklin India NSE Nifty 50 Index Fund - GrowthFranklin India NSE Nifty 50 Index Fund - Growth

EQUITY

Very High

12.06%

Nippon India Index Fund - Nifty 50 Plan - GrowthNippon India Index Fund - Nifty 50 Plan - Growth

EQUITY

Very High

10.10%

Motilal Oswal Nifty Bank Index Fund - Regular Plan - GrowthMotilal Oswal Nifty Bank Index Fund - Regular Plan - Growth

EQUITY

Very High

1.92%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

HSBC Nifty Next 50 Index Fund - Regular Plan - GrowthHSBC Nifty Next 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

43.51%

ICICI Prudential Nifty 50 Index Fund - CumulativeICICI Prudential Nifty 50 Index Fund - Cumulative

EQUITY

Very High

26.28%

Axis Nifty 100 Index Fund - Regular Plan - GrowthAxis Nifty 100 Index Fund - Regular Plan - Growth

EQUITY

Very High

25.76%

HDFC Index Fund - NIFTY 50 Plan - GrowthHDFC Index Fund - NIFTY 50 Plan - Growth

EQUITY

Very High

24.91%

SBI Nifty Index Fund - Regular Plan - GrowthSBI Nifty Index Fund - Regular Plan - Growth

EQUITY

Very High

24.78%

Aditya Birla Sun Life Nifty 50 Index Fund - Regular Plan - GrowthAditya Birla Sun Life Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

24.72%

Franklin India NSE Nifty 50 Index Fund - GrowthFranklin India NSE Nifty 50 Index Fund - Growth

EQUITY

Very High

24.41%

UTI Nifty 50 Index Fund - Regular Plan - IDCWUTI Nifty 50 Index Fund - Regular Plan - IDCW

EQUITY

Very High

24.07%

Nippon India Index Fund - Nifty 50 Plan - GrowthNippon India Index Fund - Nifty 50 Plan - Growth

EQUITY

Very High

23.72%

IDBI Nifty 50 Index Fund - GrowthIDBI Nifty 50 Index Fund - Growth

EQUITY

Very High

18.23%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

LIC MF Nifty Next 50 Index Fund - GrowthLIC MF Nifty Next 50 Index Fund - Growth

EQUITY

Very High

18.71%

SBI Nifty Index Fund - Regular Plan - GrowthSBI Nifty Index Fund - Regular Plan - Growth

EQUITY

Very High

16.27%

UTI Nifty 50 Index Fund - Regular Plan - IDCWUTI Nifty 50 Index Fund - Regular Plan - IDCW

EQUITY

Very High

15.93%

Bandhan Nifty 50 Index Fund - Regular Plan - GrowthBandhan Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

15.62%

Axis Nifty 100 Index Fund - Regular Plan - GrowthAxis Nifty 100 Index Fund - Regular Plan - Growth

EQUITY

Very High

15.35%

Nippon India Index Fund - Nifty 50 Plan - GrowthNippon India Index Fund - Nifty 50 Plan - Growth

EQUITY

Very High

15.23%

HDFC Index Fund - NIFTY 50 Plan - GrowthHDFC Index Fund - NIFTY 50 Plan - Growth

EQUITY

Very High

15.09%

ICICI Prudential Nifty 50 Index Fund - CumulativeICICI Prudential Nifty 50 Index Fund - Cumulative

EQUITY

Very High

14.59%

Taurus Nifty 50 Index Fund - Regular Plan - GrowthTaurus Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

14.35%

Motilal Oswal Nifty Bank Index Fund - Regular Plan - GrowthMotilal Oswal Nifty Bank Index Fund - Regular Plan - Growth

EQUITY

Very High

9.88%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - GrowthDSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

EQUITY

Very High

18.23%

UTI Nifty 50 Index Fund - Regular Plan - IDCWUTI Nifty 50 Index Fund - Regular Plan - IDCW

EQUITY

Very High

15.72%

HDFC Index Fund - NIFTY 50 Plan - GrowthHDFC Index Fund - NIFTY 50 Plan - Growth

EQUITY

Very High

15.65%

Bandhan Nifty 50 Index Fund - Regular Plan - GrowthBandhan Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

15.57%

LIC MF Nifty Next 50 Index Fund - GrowthLIC MF Nifty Next 50 Index Fund - Growth

EQUITY

Very High

15.49%

Aditya Birla Sun Life Nifty 50 Index Fund - Regular Plan - GrowthAditya Birla Sun Life Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

15.41%

Taurus Nifty 50 Index Fund - Regular Plan - GrowthTaurus Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

15.31%

ICICI Prudential Nifty 50 Index Fund - CumulativeICICI Prudential Nifty 50 Index Fund - Cumulative

EQUITY

Very High

14.97%

Nippon India Index Fund - Nifty 50 Plan - GrowthNippon India Index Fund - Nifty 50 Plan - Growth

EQUITY

Very High

14.86%

IDBI Nifty 50 Index Fund - GrowthIDBI Nifty 50 Index Fund - Growth

EQUITY

Very High

11.74%

Show all Funds

Fund Managers

KM

Mr. Kapil MenonFund Manager

From June 2021 - till date with Tata Asset Management Pvt Ltd as Dealer - currently reporting to Chief Investment Officer - Equities.From September 2006 to May 2021 with Tata Asset Management Pvt Ltd as Senior Manager - Investments. Reports to Chief Investment Officer - Equities.

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Compare with similar Funds

Tata NIFTY 50 Index Fund - Regular Plan - Growth

vs

Sundaram Nifty 100 Equal Weight Fund - Growth

Tata NIFTY 50 Index Fund - Regular Plan - Growth

vs

Taurus Nifty 50 Index Fund - Regular Plan - Growth

Tata NIFTY 50 Index Fund - Regular Plan - Growth

vs

Kotak Nifty Next 50 Index Fund - Regular Plan - Growth

Tata NIFTY 50 Index Fund - Regular Plan - Growth

vs

LIC MF Nifty Next 50 Index Fund - Growth

Tata NIFTY 50 Index Fund - Regular Plan - Growth

vs

Bandhan Nifty 50 Index Fund - Regular Plan - Growth

Tata NIFTY 50 Index Fund - Regular Plan - Growth

vs

UTI Nifty 50 Index Fund - Regular Plan - IDCW

Tata NIFTY 50 Index Fund - Regular Plan - Growth

vs

ICICI Prudential Nifty 50 Index Fund - Cumulative

Tata NIFTY 50 Index Fund - Regular Plan - Growth

vs

HDFC Index Fund - NIFTY 50 Plan - Growth

Tata NIFTY 50 Index Fund - Regular Plan - Growth

vs

Franklin India NSE Nifty 50 Index Fund - Growth

Tata NIFTY 50 Index Fund - Regular Plan - Growth

vs

Axis Nifty 100 Index Fund - Regular Plan - Growth

FAQ's

What is the risk level associated with the Tata NIFTY 50 Index Fund - Regular Plan - Growth?

The Tata NIFTY 50 Index Fund - Regular Plan - Growth is a high-risk mutual fund that tracks the performance of the NIFTY 50 Index. It is suited for investors seeking higher returns but are willing to take on greater risk.

What is the current NAV (Net Asset Value) of the Tata NIFTY 50 Index Fund - Regular Plan - Growth as of Jul 25,2024?

The current NAV of the Tata NIFTY 50 Index Fund - Regular Plan - Growth as of Jul 25,2024 is INR 150.75.

What are the returns generated by the Tata NIFTY 50 Index Fund - Regular Plan - Growth over the past 1, 3, and 5 years?

The Tata NIFTY 50 Index Fund - Regular Plan - Growth has delivered impressive returns of 24.12% over the past year, 15.29% over the last 3 years, and 15.05% over the past 5 years.

What is the expense ratio associated with the Tata NIFTY 50 Index Fund - Regular Plan - Growth?

The Tata NIFTY 50 Index Fund - Regular Plan - Growth has a 0.52% expense ratio.

What is the minimum investment amount required for the Tata NIFTY 50 Index Fund - Regular Plan - Growth?

The Tata NIFTY 50 Index Fund - Regular Plan - Growth has a minimum investment requirement of INR 5000.

Is there a systematic investment plan (SIP) available for the Tata NIFTY 50 Index Fund - Regular Plan - Growth?

Yes, the Tata NIFTY 50 Index Fund - Regular Plan - Growth offers SIP (Systematic Investment Plan) starting from INR 5000 per month.

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