Tata Nifty Next 50 Index Fund Direct - IDCW
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Equity, Large Cap, Principal at very high risk
1 Year Return 0.0% at 22 Dec 2025 06:33 PM
Fund Details
NAV 10.04
Sub-Type Large Cap
Rating Not Rated
Min. SIP Amount ₹100.0
Fund Age(Year) 0.22
Fund Size(in Crores) 119.51
Fund Performance
1 Month -1.8%
3 Month 0.0%
6 Month 0.0%
1 Year 0.0%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 22 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (100.06%) Market Cap Mid Cap 23.75 Small Cap 0.04 Large Cap 76.27 Top Sectors Financial 17.29 Energy 15.74 Capital Goods 13.15 Consumer Staples 9.68 Automobile 8.67 Services 7.62 Metals & Mining 6.46 Healthcare 6.27 Construction 3.41 Chemicals 3.38 Materials 3.02 Insurance 2.92 Technology 2.45 Top Holding Godrej Consumer 2 Vedanta 3.86 TVS Motor Company 3.59 Bosch 1.36 Canara Bank 2.21 JSW Energy 1.13 Siemens 1.26 TVS Motor Company - Pref. Shares 0.04 Indian Railway Finance Corporation 0.91 Bharat Petroleum Corporation 3.01 Shree Cement 1.53 Ambuja Cements 1.49 United Spirits 1.86 Cholamandalam Investment and Finance Company 3.17 The Indian Hotels Company 2.83 Jindal Steel 1.69 Britannia Industries 2.99 Power Fin. Corp. 2.29 CG Power 2 Divi's Laboratories 3.56 Bajaj Housing Finance 0.42 Zydus Lifesciences 1.02 Solar Industries India 1.4 Hindustan Zinc 0.91 Tata Power Company 2.84 Bajaj Holdings & Invest. 2.16 Hindustan Aero 3.74 Pidilite Industries 1.98 Indian Oil Corporation 2.62 ICICI Lombard Gen. Insurance 2.06 Adani Energy Solutions 1.49 Avenue Supermarts 2.55 Adani Power 2.51 Torrent Pharmaceuticals 1.69 Samvardhana Motherson 2.24 REC 1.95 Siemens Energy India 1.21 Lodha Developers 1.4 Havells India 1.57 Mazagon Dock Shipbuilders 0.88 Info Edge (India) 2.24 Punjab National Bank 1.86 LTIMindtree 2.45 Life Insurance 0.86 DLF 2.01 ABB India 1.18 Bank of Baroda 2.32 GAIL (India) 2.06 Hyundai Motor 1.44 Varun Beverages 2.83 Adani Green Energy 1.39
Debt & Others (-0.06%) Sector Allocation Repo 0.1 Net Payables -0.16 Debt Credit Ratings Debt Category Others -0.06
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-Growth Ret 1M -0.28% Ret 1Y 7.22% Ret 3Y 14.9% Ret 5Y 15.78%
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-IDCW Ret 1M -0.28% Ret 1Y 7.22% Ret 3Y 14.9% Ret 5Y 15.78%
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-IDCW Reinvestment Ret 1M -0.28% Ret 1Y 7.22% Ret 3Y 14.9% Ret 5Y 15.78%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-Growth Ret 1M -0.64% Ret 1Y 10.97% Ret 3Y 15.99% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-IDCW Ret 1M -0.64% Ret 1Y 10.97% Ret 3Y 15.99% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-IDCW Reinvestment Ret 1M -0.64% Ret 1Y 10.97% Ret 3Y 15.99% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-Growth Ret 1M -0.33% Ret 1Y 9.24% Ret 3Y 12.81% Ret 5Y 14.17%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-IDCW Ret 1M -0.33% Ret 1Y 9.24% Ret 3Y 12.81% Ret 5Y 14.17%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-IDCW Reinvestment Ret 1M -0.33% Ret 1Y 9.24% Ret 3Y 12.81% Ret 5Y 14.17%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Next 50 Index Fund Regular-Growth Ret 1M -1.85% Ret 1Y -3.45% Ret 3Y 15.82% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Next 50 Index Fund Regular-IDCW Ret 1M -1.85% Ret 1Y -3.45% Ret 3Y 15.82% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.22%
Exit Load 0.25%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Rakesh Prajapati
Education Mr. Prajapati has done B.Com
Experience Prior to joining Tata Mutual Fund, he was working with ICICI Securities Ltd., JM Financial, Edelweiss Securities Ltd. and IDFC Securities Ltd
Nitin Sharma
Education null
Experience null
Nitin Sharma
Education MFM (Masters degree in financial management), BAF (Bachelor of Commerce-Accounting & Finance).
Experience Prior to joining the Tata MF, he was associated with Share India Securities Ltd, Sharekhan Ltd, Choice Equity Broking Pvt Ltd, Globe Capital Market Ltd, Namostute Trading Pvt Ltd, Kotak Securities.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 0
Date of Incorporation 2025-10-01
Total AUM 2025-11-30
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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