Tata Nifty 50 ETF
Direct · Growth ₹265.46
06 Jul 2026
NAV
15.8%
3Y CAGR
16.3%
5Y CAGR
14.5%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
2.78
Sharpe
-38.4%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.71 L | 15.7% | -59.5% | 92.5% |
| 3 Years | ₹36.00 L | ₹44.46 L | 15.2% | -0.1% | 28.8% |
| 5 Years | ₹60.00 L | ₹86.72 L | 15.0% | 5.7% | 22.7% |
| 7 Years | ₹84.00 L | ₹1.26 Cr | 12.5% | 9.8% | 15.5% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 15.7% | 13.4% |
| 3 Years | 15.2% | 9.3% |
| 5 Years | 15.0% | 5.6% |
| 7 Years | 12.5% | 6.1% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 15.1% | 10.8% | -32.7% | 96.7% | 0.47 | 1.33 | 86% | — | — |
| 3 Years | 15.8% | 15.3% | 7.7% | 32.4% | 2.27 | — | 100% | — | — |
| 5 Years | 16.3% | 16.2% | 9.1% | 26.2% | 2.78 | — | 100% | — | — |
-38.4%
Max Drawdown
2 mo
Drawdown Duration
8 mo
Recovery Time
-4.9%
Avg Drawdown
Calmar Ratio by Duration
0.39
1Y
0.41
3Y
0.42
5Y
0.33
7Y