Tata Nifty 50 Index Fund
Direct · Growth ₹159.99
12 Jun 2026
NAV
13.0%
3Y CAGR
13.3%
5Y CAGR
13.0%
10Y CAGR
13.1%
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.
7.47
Sharpe
-37.2%
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 | ₹12.72 L | 14.8% | -57.7% | 90.9% |
| 3 Years | ₹36.00 L | ₹43.40 L | 12.9% | -19.7% | 32.1% |
| 5 Years | ₹60.00 L | ₹84.15 L | 13.5% | -7.2% | 22.5% |
| 7 Years | ₹84.00 L | ₹1.39 Cr | 13.6% | -1.9% | 19.1% |
| 10 Years | ₹1.20 Cr | ₹2.46 Cr | 13.8% | 10.6% | 16.7% |
| 12 Years | ₹1.44 Cr | ₹3.35 Cr | 13.1% | 10.7% | 14.6% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 14.8% | 14.5% | 8.8% | +0.3% |
| 3 Years | 12.9% | 11.2% | 11.5% | +1.7% |
| 5 Years | 13.5% | 10.4% | 14.2% | +3.0% |
| 7 Years | 13.6% | 10.6% | 13.9% | +3.0% |
| 10 Years | 13.8% | 11.5% | 13.8% | +2.3% |
| 12 Years | 13.1% | 11.4% | 13.2% | +1.7% |