Tata Nifty 50 Index Fund
Direct · Growth ₹164.64
20 Apr 2026
NAV
13.0%
3Y CAGR
13.3%
5Y CAGR
13.0%
10Y CAGR
13.2%
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.
7.41
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 | ₹12.73 L | 15.1% | -57.7% | 90.9% |
| 3 Years | ₹36.00 L | ₹43.43 L | 13.1% | -19.7% | 32.1% |
| 5 Years | ₹60.00 L | ₹84.32 L | 13.6% | -7.2% | 22.5% |
| 10 Years | ₹1.20 Cr | ₹2.47 Cr | 13.9% | 10.6% | 16.7% |
Fund SIP vs NIFTY 50
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 15.1% | 1.0% | +14.1% |
| 3 Years | 13.1% | 11.4% | +1.7% |
| 5 Years | 13.6% | 11.3% | +2.3% |
| 10 Years | 13.9% | 11.9% | +2.0% |