Tata Nifty 50 Index Fund

Index Funds / ETFsOther Rank 296 of 343

NAV · Direct-Growth

₹152.63-1.35-0.88%

As of 1 Oct 2026 · AMFI

NAV growth-9.0%

Oct ’25Oct ’26

Arthkar verdictA balanced read

Returns

Lags category

0 of 3 periods ahead

Consistency

Strong

positive in 10 of 12 years

Trails its Index Funds / ETFs category on 1Y, 3Y & 5Y.

1Y return

-9.2%

-9.7 vs cat

3Y CAGR

+5.8%

-4.6 vs cat

5Y CAGR

+5.8%

-1.7 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

14.0%

3Y std dev

Go deeper on Tata Nifty 50 Index Fund

Two data-only views, computed from this fund's real NAV history — no projections.

Tata Nifty 50 Index Fund SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Tata Nifty 50 Index Fund real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Tata Nifty 50 Index Fund is a Index Funds / ETFs scheme from Tata. Long-run track record: about 5.8% CAGR over 5 years. Worst historical drawdown: -37% in Mar 2020, recovered in 8 months.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF277K01PJ3

NAV (Direct-Growth)

₹152.6284

Last 1Y

-8.97%

Oct 25Min ₹150.94 · Max ₹177.98 · 245 ptsOct 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2020

-37.1%

Peak ₹79.47 on 14 Jan 2020 → trough ₹49.95 on 23 Mar 2020 (2 months down).

Recovered in 8 months· 9 Nov 2020

Feb 2016

-21.9%

Peak ₹55.31 on 3 Mar 2015 → trough ₹43.20 on 25 Feb 2016 (12 months down).

Recovered in 6 months· 6 Sept 2016

Jun 2022

-16.4%

Peak ₹120.13 on 18 Oct 2021 → trough ₹100.37 on 17 Jun 2022 (8 months down).

Recovered in 5 months· 11 Nov 2022

Mar 2025

-15.6%

Peak ₹175.39 on 26 Sept 2024 → trough ₹148.06 on 4 Mar 2025 (5 months down).

Recovered in 8 months· 27 Oct 2025

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-3.08%	-2.60%	349/ 741
1M	-6.16%	-4.74%	486/ 736
3M	-7.37%	-3.87%	624/ 709
6M	-0.58%	+5.02%	559/ 680
YTD	-13.59%	-3.94%	569/ 640
1Y	-9.18%	+0.48%	519/ 605
2Y	-4.49%	+1.80%	330/ 446
3Y	+5.79%	+10.40%	296/ 343
5Y	+5.82%	+7.57%	106/ 151
7Y	+11.38%	+8.81%	53/ 99
10Y	+10.80%	+7.29%	35/ 69

Available plans & options

PlanOptionFull nameISIN

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