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Tata Nifty 50 Index Fund
Fund Overview
| Expense ratio | 0.19% as on Aug 31, 2025 |
| Exit load | 0.25% |
| AUM (Fund size) | ₹1,296 Cr |
| Lock-in Period | Nil |
| Age | 12 yrs 8 m since Jan 01, 2013 |
| Benchmark | Nifty 50 Total Return |
| Min. investment | SIP: ₹500 & Lumpsum: ₹5000 |
| Risk | Very High |
| Short term capital gains (STCG) | Returns taxed at 20% if you redeem before 1 year |
| Long term capital gains (LTCG) | After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5% |
Peer Comparison
| Fund Name | 1M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| Tata Nifty 50 Index Fund | 0.93% | 5.58% | -3.58% | 14.56% | 18.08% | 13.11% |
| DSP Nifty 50 Equal Weight Index Fund | 1.47% | 8.53% | -4.74% | 18.13% | 23.33% | 10.13% |
| Sundaram Nifty 100 Equal Weight Fund | 1.9% | 8.04% | -7.01% | 17.62% | 21.65% | 12.63% |
| DSP Nifty Next 50 Index Fund | 2.11% | 7.01% | -12.42% | 17.46% | 20.65% | 10.24% |
| Nippon India Nifty Next 50 Junior BeES FoF | 2.13% | 7.44% | -12.17% | 17.44% | 20.63% | 9.46% |
| UTI Nifty Next 50 Index Fund | 2.11% | 6.95% | -12.28% | 17.43% | 20.62% | 9.48% |
| Fund Name | Std. deviation | Beta | Sharpe | Sortino |
|---|---|---|---|---|
| Tata Nifty 50 Index Fund | 12.10 | 0.95 | 0.49 | 0.87 |
| DSP Nifty 50 Equal Weight Index Fund | 13.25 | 1.02 | 0.70 | 1.07 |
| Sundaram Nifty 100 Equal Weight Fund | 14.50 | 1.10 | 0.62 | 1.01 |
| DSP Nifty Next 50 Index Fund | 17.97 | 1.28 | 0.52 | 0.79 |
| Nippon India Nifty Next 50 Junior BeES FoF | 17.72 | 1.26 | 0.53 | 0.80 |
| UTI Nifty Next 50 Index Fund | 17.96 | 1.28 | 0.52 | 0.79 |
| Fund Name | AUM | Fund Age | Expense Ratio |
|---|---|---|---|
| Tata Nifty 50 Index Fund | 1,296 Cr | 12 yrs 8 m | 0.19% |
| DSP Nifty 50 Equal Weight Index Fund | 2,235 Cr | 8 yrs | 0.39% |
| Sundaram Nifty 100 Equal Weight Fund | 108 Cr | 12 yrs 8 m | 0.61% |
| DSP Nifty Next 50 Index Fund | 1,042 Cr | 6 yrs 7 m | 0.25% |
| Nippon India Nifty Next 50 Junior BeES FoF | 592 Cr | 6 yrs 7 m | 0.12% |
| UTI Nifty Next 50 Index Fund | 5,482 Cr | 7 yrs 3 m | 0.34% |