Large cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
The performance of the fund on a Fund Size metric has been Neutral
The fund has been a Category Leader on the Outperformance Consistency metric
Investment Duration5 years
Total Corpus Created (₹)With CAGR of 11.25 % in 5 years
NAV (Mar 29)
6 Month CAGR
The investment objective of the Scheme is to reflect/mirror the market returns with a minimum tracking error. The scheme does not assure or guarantee any returns.
Launched (20y ago)
Feb 25, 2003
AUM in Crores
IISL Nifty 50 TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|Tata Nifty 50 Index Fund (Growth)||974,500||241,888||11.6%|
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
reliance industries ltd10.5%
hdfc bank ltd9.2%
icici bank ltd7.8%
housing development finance corp ltd6.1%
|Fund Name||Fund Size||Outperformance Consistency|
₹ 4,641 cr
₹ 10,129 cr
₹ 15,261 cr
₹ 10,129 cr
₹ 15,261 cr
Tata Asset Management Limited
Tata Asset Management Limited manages assets worth 102,883 crores and was set up on 15 March 1994. It's current offering of mutual fund schemes includes 59 equity,92 debt and 17 hybrid funds.
|Fund Name||Scripbox Opinion||Till Date CAGR|
Tata Nifty 50 Index Fund (G) is a Large Cap Equity fund and has delivered an annualised return of 15.1% over a period of 20 years. The fund is managed by Tata Asset Management Limited. The fund manager’s name is Sonam Udasi.
Nav of Tata Nifty 50 Index Fund (G) as of 3/29/2023 is ₹104.63 with the total AUM as of 3/30/2023 is ₹369.332. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Nifty 50 Index Fund (G) was launched on Feb 25, 2003. The category risk of the fund is Very High Risk.
The minimum SIP amount for Tata Nifty 50 Index Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Tata Nifty 50 Index Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty 50 TR INR.
Tata Nifty 50 Index Fund (G) is rated as a 3 fund in Equity and delivered -0.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Tata Nifty 50 Index Fund (G).
What is Tata Nifty 50 Index Fund (G)?
How to invest in Tata Nifty 50 Index Fund (G)?
You can invest in Tata Nifty 50 Index Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Tata Nifty 50 Index Fund (G)?
The minimum sip amount for Tata Nifty 50 Index Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Tata Nifty 50 Index Fund (G) good to invest in?
As per Scripbox experts, Tata Nifty 50 Index Fund (G) is a Neutral fund. You can investTata Nifty 50 Index Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Tata Nifty 50 Index Fund (G)?
The expense ratio of the Tata Nifty 50 Index Fund (G) is 0.52% for regular plan.