Tata Nifty Next 50 Index Fund
Direct · Growth ₹10.97
18 Aug 2026
NAV
—
Sharpe
-14.5%
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.
0.23%
TER
Not enough data to compute SIP returns.
Not enough data to compute rolling returns.
-14.5%
Max Drawdown
3 mo
Drawdown Duration
1 mo
Recovery Time
-2.6%
Avg Drawdown
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +14.34 | 1.11 | 117.3% | 98.0% | 9.7% | -3.6% |
| 3 Years | +5.16 | 1.11 | 117.3% | 98.0% | 3.1% | -1.2% |
| 5 Years | +3.37 | 1.11 | 117.3% | 98.0% | 1.9% | -0.7% |
| 7 Years | +2.61 | 1.11 | 117.3% | 98.0% | 1.3% | -0.5% |
| 10 Years | +2.03 | 1.11 | 117.3% | 98.0% | 0.9% | -0.4% |
| 12 Years | +1.80 | 1.11 | 117.3% | 98.0% | 0.8% | -0.3% |
| 15 Years | +1.59 | 1.11 | 117.3% | 98.0% | 0.6% | -0.2% |
50
Total Holdings
32.1%
Top 10 Weight
26
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | ADANI POWER LTD | 3.79% |
| 2 | TATA MOTORS LTD | 3.62% |
| 3 | DIVI LABORATORIES LTD | 3.43% |
| 4 | HINDUSTAN AERONAUTICS LTD | 3.41% |
| 5 | TVS MOTOR COMPANY LTD | 3.33% |
| 6 | CHOLAMANDALAM INVESTMENT & FINANCE CO LTD | 3.14% |
| 7 | CUMMINS INDIA LTD | 3.13% |
| 8 | VARUN BEVERAGES LTD | 2.85% |
| 9 | SAMVARDHANA MOTHERSON INTERNATIONAL LTD | 2.69% |
| 10 | CG POWER AND INDUSTRIAL SOLUTIONS LTD | 2.68% |