Tata Nifty 50 Index Regular
Equity, Large Cap, Principal at very high risk
1 Year Return -11.56% at 30 Oct 2026 02:06 PM
Tata Nifty 50 Index Regular: Mutual Fund Overview
Tata Nifty 50 Index Regular is an Large Cap mutual fund with over 23.68 years of performance history. The scheme manages an AUM of ₹1626.71 Cr and has a NAV of ₹143.416. It is rated '2' stars by analysts. Investors can begin a SIP with as little as ₹150.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of -11.56%.
Fund Details
NAV 143.416
Sub-Type Large Cap
Rating 2
Min. SIP Amount ₹150.0
Fund Age(Year) 23.68
Fund Size(in Crores) 1626.71
Fund Performance
1 Month 0.97%
3 Month -5.32%
6 Month -4.57%
1 Year -11.56%
3 Year 6.92%
5 Year 5.94%
Know This Fund
As on 30 Oct 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (100.01%) Market Cap Mid Cap 1.82 Large Cap 98.19 Top Sectors Financial 34.98 Energy 11.02 Services 7.63 Technology 7.51 Automobile 6.65 Consumer Staples 5.5 Communication 5.11 Healthcare 4.74 Materials 4.35 Construction 4.2 Metals & Mining 3.91 Consumer Discretionary 1.81 Capital Goods 1.33 Insurance 1.27 Top Holding Reliance Industries 7.58 JSW Steel 1.15 JIO Financial 0.68 Tech Mahindra 0.92 Tata Consumer Products 0.59 NTPC 1.47 Adani Enterprises 0.94 Tata Consultancy 2 HCL Technologies 1.24 Mahindra & Mahindra 2.52 Nestle India 0.9 Cipla 0.72 Hindalco Industries 1.3 Bharat Electronics 1.33 Kotak Mahindra Bank 2.93 Coal India 0.97 SBI Life Insurance Company 0.73 Sun Pharmaceutical Industries 1.84 Tata Motors Passenger Vehicles 0.57 Trent 0.83 Maruti Suzuki India 1.49 Grasim Industries 1.1 Shriram Finance 1.32 Power Grid Corporation Of India 1.13 ICICI Bank 9.05 Asian Paints 1.04 ONGC 0.84 HDFC Bank 10.38 Axis Bank 3.37 Apollo Hospitals Enterprise 0.8 Larsen & Toubro 4.2 Titan Company 1.81 Hindustan Unilever 1.59 Bajaj Finance 2.5 Bajaj Finserv 0.96 Infosys 3.35 State Bank of India 3.79 Adani Ports and Special Economic Zone 1.35 Eicher Motors 0.94 Max Healthcare Institute 0.66 Bajaj Auto 1.13 HDFC Life Insurance 0.54 Eternal 2.22 Interglobe Aviation 1.08 Ultratech Cement 1.24 ITC 2.42 Dr. Reddy's Laboratories 0.72 Tata Steel 1.46 Bharti Airtel 5.11 BSE 1.21
Debt & Others (-0.01%) Sector Allocation Net Payables -0.21 Repo 0.2 Debt Credit Ratings Debt Category Others -0.01
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-Growth Ret 1M 0.64% Ret 1Y -9.45% Ret 3Y 9.07% Ret 5Y 7.46%
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-IDCW Ret 1M 0.64% Ret 1Y -9.45% Ret 3Y 9.07% Ret 5Y 7.46%
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-IDCW Reinvestment Ret 1M 0.64% Ret 1Y -9.45% Ret 3Y 9.07% Ret 5Y 7.46%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-Growth Ret 1M -0.32% Ret 1Y -6.71% Ret 3Y 10.45% Ret 5Y 9.51%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-IDCW Ret 1M -0.32% Ret 1Y -6.71% Ret 3Y 10.45% Ret 5Y 9.51%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-IDCW Reinvestment Ret 1M -0.32% Ret 1Y -6.71% Ret 3Y 10.45% Ret 5Y 9.51%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-Growth Ret 1M 0.96% Ret 1Y -11.49% Ret 3Y 7.04% Ret 5Y 5.98%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-IDCW Ret 1M 0.96% Ret 1Y -11.49% Ret 3Y 7.04% Ret 5Y 5.98%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-IDCW Reinvestment Ret 1M 0.96% Ret 1Y -11.49% Ret 3Y 7.04% Ret 5Y 5.98%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Next 50 Index Fund Regular-Growth Ret 1M -1.94% Ret 1Y -2.89% Ret 3Y 15.53% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Next 50 Index Fund Regular-IDCW Ret 1M -1.94% Ret 1Y -2.89% Ret 3Y 15.53% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.53%
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
Kapil Menon
Education Mr. Menon has done B.Com
Experience He has been working with Tata Mutual Fund since 2006
Nitin Bharat Sharma
Education MFM, 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. Angel Broking Ltd.
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) 129
Date of Incorporation 2003-02-25
Total AUM 224588.36
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.
Take Your Next Step
Tata Nifty 50 Index Regular FAQs
How to invest in Tata Nifty 50 Index Regular?
Investing in Tata Nifty 50 Index Regular through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for Tata Nifty 50 Index Regular in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of Tata Nifty 50 Index Regular?
The term expense ratio for Tata Nifty 50 Index Regular or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of Tata Nifty 50 Index Regular is 0.53% as of 30 Oct 2026.
What is the NAV of Tata Nifty 50 Index Regular?
The NAV of Tata Nifty 50 Index Regular is ₹143.416 as of 30 Oct 2026.
What is the AUM of Tata Nifty 50 Index Regular?
The AUM (Assets Under Management) of Tata Nifty 50 Index Regular is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Tata Nifty 50 Index Regular is ₹1626.71 Cr as of 30 Oct 2026.
What is the PE and PB ratio of Tata Nifty 50 Index Regular?
The PE ratio of Tata Nifty 50 Index Regular shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in Tata Nifty 50 Index Regular?
Yes, you can invest in Tata Nifty 50 Index Regular through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of Tata Nifty 50 Index Regular in the last 5 years?
The return of Tata Nifty 50 Index Regular in the last 5 years is 5.94%.
What is the minimum SIP investment required in Tata Nifty 50 Index Regular?
The minimum SIP investment in Tata Nifty 50 Index Regular depends on the fund's scheme rules and usually starts at a small amount. For Tata Nifty 50 Index Regular, the minimum SIP amount is ₹150.0.
What is the current NAV of Tata Nifty 50 Index Regular?
The NAV of Tata Nifty 50 Index Regular, as of 30 Oct 2026, is ₹143.416.
Who manages the Tata Nifty 50 Index Regular?
The fund managers responsible for Tata Nifty 50 Index Regular are:
- Rakesh Prajapati
- Kapil Menon
- Nitin Bharat Sharma