Tata Nifty 50 ETF
Direct · Growth ₹251.41
30 Oct 2026
NAV
15.3%
3Y CAGR
15.5%
5Y CAGR
14.1%
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.
2.14
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.
0.07%
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 | ₹12.69 L | 14.9% | -59.5% | 92.5% |
| 3 Years | ₹36.00 L | ₹44.26 L | 14.4% | -3.1% | 28.8% |
| 5 Years | ₹60.00 L | ₹85.74 L | 14.3% | 3.7% | 22.7% |
| 7 Years | ₹84.00 L | ₹1.24 Cr | 11.8% | 8.0% | 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 | 14.9% | 10.6% |
| 3 Years | 14.4% | 13.8% |
| 5 Years | 14.3% | 13.2% |
| 7 Years | 11.8% | 14.0% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 14.3% | 10.2% | -32.7% | 96.7% | 0.42 | 1.16 | 83% | — | — |
| 3 Years | 15.3% | 15.1% | 5.3% | 32.4% | 2.01 | 113.86 | 100% | — | — |
| 5 Years | 15.5% | 15.9% | 5.5% | 26.2% | 2.14 | 78.32 | 100% | — | — |
-38.4%
Max Drawdown
2 mo
Drawdown Duration
8 mo
Recovery Time
-5.1%
Avg Drawdown
Calmar Ratio by Duration
0.37
1Y
0.40
3Y
0.40
5Y
0.33
7Y