Tata Nifty 50 ETF
Direct · Growth ₹261.94
18 Jun 2026
NAV
16.0%
3Y CAGR
16.6%
5Y CAGR
14.8%
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.
3.06
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 | ₹12.73 L | 16.1% | -59.5% | 92.5% |
| 3 Years | ₹36.00 L | ₹44.62 L | 15.5% | -0.1% | 28.8% |
| 5 Years | ₹60.00 L | ₹87.01 L | 15.4% | 5.7% | 22.7% |
| 7 Years | ₹84.00 L | ₹1.29 Cr | 12.8% | 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 | 16.1% | 13.5% |
| 3 Years | 15.5% | 9.5% |
| 5 Years | 15.4% | 5.5% |
| 7 Years | 12.8% | 5.9% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 15.4% | 11.1% | -32.7% | 96.7% | 0.49 | 1.40 | 88% | — | — |
| 3 Years | 16.0% | 15.3% | 8.5% | 32.4% | 2.38 | — | 100% | — | — |
| 5 Years | 16.6% | 16.3% | 9.1% | 26.2% | 3.06 | — | 100% | — | — |
-38.4%
Max Drawdown
2 mo
Drawdown Duration
8 mo
Recovery Time
-4.9%
Avg Drawdown
Calmar Ratio by Duration
0.40
1Y
0.42
3Y
0.43
5Y
0.33
7Y