Tata Nifty 50 Index Fund

Index Funds / ETFsOther Rank 106 of 199

NAV · Direct-Growth

₹164.37-0.90-0.55%

As of 18 Aug 2026 · AMFI

NAV growth-2.1%

Aug ’25Aug ’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

-2.1%

-9.0 vs cat

3Y CAGR

+8.7%

-3.8 vs cat

5Y CAGR

+8.8%

-0.6 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

13.6%

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 8.8% 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)

₹164.3676

Last 1Y

-2.13%

Aug 25Min ₹150.94 · Max ₹177.98 · 245 ptsAug 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	-1.29%	-0.47%	369/ 432
1M	-0.56%	+1.63%	371/ 430
3M	+2.78%	+4.31%	265/ 420
6M	-5.84%	+1.61%	349/ 402
YTD	-6.95%	+2.01%	356/ 395
1Y	-2.13%	+6.87%	324/ 369
2Y	+0.06%	+5.64%	199/ 248
3Y	+8.66%	+12.46%	106/ 199
5Y	+8.82%	+9.40%	43/ 66
7Y	+12.76%	+3.28%	13/ 37
10Y	+11.74%	+3.91%	9/ 31

Available plans & options

PlanOptionFull nameISIN

Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.

NEW

See your SIP through Indian market history

Pick a fund and a start year — get a 60-second cinematic replay of every crash, boom, and headline with your money in it. Real NAV data, no “assumed 12%” lies.

Try Wealth Time Machine

AI · Free

Find what's really inside your funds

Upload your CAS PDF — get instant stock concentration, hidden fund overlap, sector risk, and 3 key insights, written by AI in plain English.

Run Portfolio X-Ray