- Mutual Funds
- Tata Mutual Fund
- Tata Nifty 50 Index Fund (G)
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).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 154.6433
NAV (Oct 4)
Fund Returns
Last 1Y | 29.3% |
Last 3Y | 12.9% |
Last 5Y | 17.9% |
Last 10Y | 12.5% |
Since Inception | 16.1% |
6 Month CAGR | 11.6% |
Scheme Information
The scheme aims to provide medium to long term capital gains, by investing in equity shares of only those companies comprised in the Nifty 50 Index and in the same proportion as that of the index, regardless of their investment merit.
Expense Ratio | 0.52 |
Launched (0y ago) | 0.52 |
AUM in Crores | 894 |
ISIN | INF277K01741 |
Lock-in | - |
Benchmark | NIFTY 50 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 12.9 |
Beta | 1 |
Sharpe Ratio | 0.9 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Tata Nifty 50 Index Fund (G) | 11,50,594 | 4,17,982 | 17.9% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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.
Asset allocation and Holdings
Top Stock Holdings
HDFC Bank Ltd.
11%Reliance Industries Ltd.
9.2%ICICI Bank Ltd.
7.8%Infosys Ltd.
6.1%ITC Ltd.
4.2%Allocation by Sector
Financial
31.33%Energy
14.26%Technology
13.75%Consumer Staples
8.43%Automobile
8.18%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,041 cr | ||
₹ 23,712 cr | ||
₹ 64,222 cr | ||
₹ 17,488 cr | ||
₹ 50,154 cr |
About the AMC
Tata Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
15.69% | 18.915% | ||
14.78% | 16.725% | ||
29.53% | 16.218% | ||
6.325% | 6.719% | ||
11.724% | 13.217% |
Tata Nifty 50 Index Fund (G) Review
Tata Nifty 50 Index Fund (G) is a Equity Equity fund and has delivered an annualised return of 16.077% over a period of 21 years. The fund is managed by Tata Mutual Fund. The fund managers are Kapil Menon, Sonam Udasi.
Nav of Tata Nifty 50 Index Fund (G) as of 10/4/2024 is ₹154.64 with the total AUM as of 10/7/2024 is ₹893.964585. 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 2003-02-25. The category risk of the fund is Average.
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 NIFTY 50 Total Return Index.
Tata Nifty 50 Index Fund (G) is rated as a 3 fund in Equity and delivered 29.335% 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).
Frequently Asked Questions
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 3 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.