- Home
- Mutual Funds
- Tata Mutual Fund
- Tata Nifty Next 50 Index Fund Regular-idcw
Fund Overview of Tata Nifty Next 50 Index Fund Regular-idcw
-
₹117.7 CrAUM
-
₹10.57NAV
-
1.19%Expense Ratio
-
EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Tata Nifty Next 50 Index Fund Regular-idcw
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 11.01% | NA | 2.02% |
| 6 Months | 5.92% | NA | 10.55% |
{{compareMutualFunds}}
Asset Allocation
equities
100.13%Tata Nifty Next 50 Index Fund Regular-idcw is one Equity mutual fund offered by Tata Mutual Fund. Launched on 01 Oct 2025, the fund aims Passive investment in equity and equity related securities replicating the composition of the Nifty Next 50 Index, subject to tracking errors. It manages assets worth ₹117.7 crore as on Sun May 31, 2026. The expense ratio stands at 1.19%.About Tata Nifty Next 50 Index Fund Regular-idcw
The portfolio allocation consists of 100.13% in equities.it has delivered a return of 0.00% in the last year, a total return since inception of 5.67%.
Choosing the right best sip plan has a key part in systematic investing.
Fund Details
|
|
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Bharat 22 Etf-growth  |
₹10,487 | -0.56% | 1.36% | 9.90% | 22.14% | 24.85% |
| ICICI Prudential Bharat 22 Fof Direct-growth |
₹2,883 | -0.69% | 1.26% | 9.53% | 21.88% | 24.66% |
| ICICI Prudential Bharat 22 Fof-growth |
₹2,883 | -0.69% | 1.26% | 9.53% | 21.87% | 24.65% |
Nippon India Large Cap Fund Direct-growth  |
₹51,660 | 2.65% | 4.13% | 0.81% | 14.82% | 16.24% |
| Nippon India Large Cap Fund Direct-idcw |
₹51,660 | 2.65% | 4.13% | 0.81% | 14.82% | 16.24% |
| UTI Bse Sensex Next 50 Etf-growth |
₹33 | 4.13% | 9.99% | 5.10% | 18.43% | 15.96% |
| SBI Bse Sensex Next 50 Etf-idcw |
₹25 | 4.14% | 9.99% | 5.06% | 18.39% | 15.96% |
| Nippon India Etf Bse Sensex Next 50-growth |
₹117 | 4.13% | 9.96% | 4.94% | 18.24% | 15.76% |
| Nippon India Large Cap Fund-growth |
₹51,660 | 2.58% | 3.93% | -0.01% | 13.85% | 15.26% |
| Nippon India Large Cap Fund-idcw |
₹51,660 | 2.58% | 3.93% | -0.01% | 13.85% | 15.26% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Tata Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Tata Large Cap Fund Regular-growth
|
₹2,682 | 2.63% | 5.30% | -3.09% | 1.25% | 11.54% |
|
Tata Large Cap Direct Plan-growth
|
₹2,682 | 2.73% | 5.57% | -2.60% | 2.29% | 12.67% |
|
Tata Large Cap Fund Regular-idcw
|
₹2,682 | 2.63% | 5.30% | -3.09% | 1.25% | 11.54% |
|
Tata Large Cap Direct Plan-idcw
|
₹2,682 | 2.73% | 5.57% | -2.60% | 2.29% | 12.67% |
|
Tata Nifty 50 Index Direct
|
₹1,619 | 2.02% | 2.31% | -6.56% | -2.34% | 9.39% |
|
Tata Nifty 50 Index Regular
|
₹1,619 | 1.99% | 2.23% | -6.70% | -2.65% | 9.04% |
|
Tata Nifty 50 Exchange Traded Fund-growth
|
₹697 | 2.03% | 2.37% | -6.46% | -2.14% | 9.63% |
|
Tata Bse Sensex Index Direct
|
₹374 | 2.65% | 1.59% | -8.68% | -4.82% | 7.57% |
|
Tata Bse Sensex Index Fund Regular
|
₹374 | 2.63% | 1.51% | -8.81% | -5.09% | 7.25% |
|
Tata Nifty Next 50 Index Fund Regular-growth
|
₹118 | 4.25% | 11.01% | 5.92% | - | - |
growth is based on 1-month returns of the fundsMutual Fund Calculator
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 29
- 31
- 32
- 33
- 34
- 36
- 37
- 38
- 39
- 40
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 30
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 29
- 31
- 32
- 33
- 34
- 36
- 37
- 38
- 39
- 40
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 30
Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| SBI Nifty 50 Etf-idcw |
₹205,278 | ₹258.21 | 9.69% | 10.11% | 12.65% |
| SBI Bse Sensex Etf |
₹115,687 | ₹856.13 | 7.88% | 9.25% | 12.45% |
| ICICI Prudential Large Cap Fund-growth |
₹76,297 | ₹107.95 | 13.71% | 13.42% | 13.83% |
| ICICI Prudential Large Cap Fund Direct-growth |
₹76,297 | ₹119.14 | 14.35% | 14.08% | 14.62% |
| ICICI Prudential Large Cap Fund Direct-idcw |
₹76,297 | ₹60.28 | 14.35% | 14.08% | 14.62% |
| ICICI Prudential Large Cap Fund-idcw |
₹76,297 | ₹29.11 | 13.71% | 13.42% | 13.83% |
| UTI Nifty 50 Etf |
₹68,963 | ₹265.89 | 9.70% | 10.13% | 12.67% |
| Nippon India Etf Nifty 50 Bees |
₹62,890 | ₹273.21 | 9.70% | 10.13% | 12.63% |
| SBI Large Cap Fund-growth |
₹53,527 | ₹93.59 | 10.81% | 11.36% | 12.14% |
| SBI Large Cap Direct Plan-growth |
₹53,527 | ₹104.31 | 11.57% | 12.14% | 13.06% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Adani Power Ltd | Energy & Utilities | 4.00% | ₹4.71 Cr |
| Divi's Laboratories Ltd | Healthcare | 3.37% | ₹3.96 Cr |
| Hindustan Aeronautics Ltd | Industrials | 3.25% | ₹3.82 Cr |
| Cummins India Ltd | Industrials | 3.16% | ₹3.72 Cr |
| Tata Motors Ltd | 3.15% | ₹3.71 Cr | |
| Tvs Motor Company Ltd | Consumer Discretionary | 3.13% | ₹3.69 Cr |
| Varun Beverages Ltd | Consumer Staples | 2.87% | ₹3.38 Cr |
| Tata Power Company Ltd | Energy & Utilities | 2.80% | ₹3.30 Cr |
| Cholamandalam Investment & Finance Company Ltd | Financial | 2.62% | ₹3.08 Cr |
| Samvardhana Motherson International Ltd | Consumer Discretionary | 2.56% | ₹3.02 Cr |
| Cg Power & Industrial Solutions Ltd | Industrials | 2.50% | ₹2.95 Cr |
| Power Finance Corporation Ltd | Financial | 2.48% | ₹2.92 Cr |
| Britannia Industries Ltd | Consumer Staples | 2.44% | ₹2.87 Cr |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | 2.40% | ₹2.83 Cr |
| Vedanta Ltd | Materials | 2.38% | ₹2.80 Cr |
| Avenue Supermarts Ltd | Consumer Staples | 2.37% | ₹2.79 Cr |
| The Indian Hotels Company Ltd | Consumer Discretionary | 2.28% | ₹2.69 Cr |
| Hdfc Asset Management Company Ltd | Financial | 2.17% | ₹2.55 Cr |
| Adani Transmission Ltd | Energy & Utilities | 2.09% | ₹2.46 Cr |
| Indian Oil Corporation Ltd | Energy & Utilities | 2.08% | ₹2.45 Cr |
| Bank Of Baroda | Financial | 1.98% | ₹2.33 Cr |
| Adani Green Energy Ltd | Energy & Utilities | 1.97% | ₹2.32 Cr |
| Torrent Pharmaceuticals Ltd | Healthcare | 1.83% | ₹2.16 Cr |
| Pidilite Industries Ltd | Materials | 1.83% | ₹2.15 Cr |
| Bajaj Holdings & Investment Ltd | Financial | 1.78% | ₹2.10 Cr |
| Jindal Steel & Power Ltd | Materials | 1.78% | ₹2.09 Cr |
| Solar Industries India Ltd | Materials | 1.77% | ₹2.08 Cr |
| Gail (india) Ltd | Energy & Utilities | 1.76% | ₹2.08 Cr |
| Canara Bank | Financial | 1.75% | ₹2.06 Cr |
| Rec Ltd | Financial | 1.68% | ₹1.97 Cr |
| Godrej Consumer Products Ltd | Consumer Staples | 1.65% | ₹1.94 Cr |
| Abb India Ltd | Industrials | 1.51% | ₹1.78 Cr |
| Dlf Ltd | Real Estate | 1.51% | ₹1.77 Cr |
| Ltimindtree Ltd | Technology | 1.50% | ₹1.76 Cr |
| United Spirits Ltd | Consumer Staples | 1.49% | ₹1.76 Cr |
| Punjab National Bank | Financial | 1.45% | ₹1.71 Cr |
| Muthoot Finance Ltd | Financial | 1.43% | ₹1.68 Cr |
| Siemens Energy India Ltd | Energy & Utilities | 1.36% | ₹1.60 Cr |
| Siemens Ltd | Diversified | 1.35% | ₹1.59 Cr |
| Shree Cement Ltd | Materials | 1.34% | ₹1.58 Cr |
| Union Bank Of India | Financial | 1.29% | ₹1.52 Cr |
| Bosch Ltd | Consumer Discretionary | 1.26% | ₹1.48 Cr |
| Hindustan Zinc Ltd | Materials | 1.09% | ₹1.28 Cr |
| Hyundai Motor India Ltd. | Consumer Discretionary | 1.09% | ₹1.28 Cr |
| Ambuja Cements Ltd | Materials | 1.09% | ₹1.28 Cr |
| Zydus Lifesciences Ltd | Healthcare | 1.07% | ₹1.26 Cr |
| Macrotech Developers Ltd | Real Estate | 1.05% | ₹1.24 Cr |
| Vedanta Oil And Gas Ltd | Materials | 0.83% | ₹0.98 Cr |
| Vedanta Aluminium Metal Ltd | 0.83% | ₹0.98 Cr | |
| Vedanta Iron And Steel Ltd | 0.83% | ₹0.98 Cr | |
| Vedanta Power Ltd | Industrials | 0.83% | ₹0.98 Cr |
| Indian Railway Finance Corporation Ltd | Financial | 0.78% | ₹0.92 Cr |
| Mazagon Dock Shipbuilders Ltd | Industrials | 0.74% | ₹0.87 Cr |
| Tata Capital Limited Eq | Financial | 0.53% | ₹0.62 Cr |
| Repo | Unspecified | 0.04% | ₹0.05 Cr |
| Net Payables | Unspecified | -0.17% | ₹-0.24 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Bharat 22 Etf-growth |
₹120.42 | 22.14% | 24.85% | - |
| ICICI Prudential Bharat 22 Fof Direct-growth |
₹35.19 | 21.88% | 24.66% | - |
| ICICI Prudential Bharat 22 Fof-growth |
₹35.18 | 21.87% | 24.65% | - |
| Nippon India Large Cap Fund Direct-growth |
₹100.60 | 14.82% | 16.24% | - |
| Nippon India Large Cap Fund Direct-idcw |
₹40.01 | 14.82% | 16.24% | - |
| UTI Bse Sensex Next 50 Etf-growth |
₹93.34 | 18.43% | 15.96% | - |
| SBI Bse Sensex Next 50 Etf-idcw |
₹936.23 | 18.39% | 15.96% | - |
| Nippon India Etf Bse Sensex Next 50-growth |
₹91.40 | 18.24% | 15.76% | - |
| Nippon India Large Cap Fund-growth |
₹89.52 | 13.85% | 15.26% | - |
| Nippon India Large Cap Fund-idcw |
₹26.17 | 13.85% | 15.26% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Tata Nifty Next 50 Index Fund Regular-idcw
What is the current AUM of Tata Nifty Next 50 Index Fund Regular-idcw?
As of Sun May 31, 2026, Tata Nifty Next 50 Index Fund Regular-idcw manages assets worth ₹117.7 crore
How has Tata Nifty Next 50 Index Fund Regular-idcw performed recently?
- 3 Months: 11.01%
- 6 Months: 5.92%
What is the long-term performance of Tata Nifty Next 50 Index Fund Regular-idcw?
- Since Inception: 5.67%
What is the portfolio composition of Tata Nifty Next 50 Index Fund Regular-idcw?
Equity: 100.13%, Others: -0.13%.
What is the market-cap allocation of Tata Nifty Next 50 Index Fund Regular-idcw?
Large Cap: 92.40%, Mid Cap: 7.60%.
Which are the top companies Tata Nifty Next 50 Index Fund Regular-idcw has invested in?
- Adani Power Ltd – 4.00% of the fund's portfolio
- Divi's Laboratories Ltd – 3.37% of the fund's portfolio
- Hindustan Aeronautics Ltd – 3.25% of the fund's portfolio
- Cummins India Ltd – 3.16% of the fund's portfolio
- Tata Motors Ltd – 3.15% of the fund's portfolio
Which are the major sectors Tata Nifty Next 50 Index Fund Regular-idcw focuses on?
- Financial – 19.94% of the fund's portfolio
- Energy & Utilities – 18.46% of the fund's portfolio
- Materials – 12.11% of the fund's portfolio
- Industrials – 11.99% of the fund's portfolio
- Consumer Staples – 10.82% of the fund's portfolio
Policybazaar does not endorse rates/returns or recommend any particular insurer, fund house, AMC (Asset Management Company), insurance and mutual fund product.
Please consult your financial advisor for an informed decision.
Past performance may not be indicative of future results.
The information presented on this page is not owned or generated by Policybazaar. The data has been collected from publicly available sources and online research. We do not claim any ownership or guarantee the accuracy, completeness, or timeliness of this information. It is shared solely for the informational purpose of the viewer and should not be considered as financial advice.
Policybazaar is not acting as a financial advisor, broker, or agent for any mutual fund mentioned here.
Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.
Policybazaar shall not be held responsible or liable for any losses, damages, or decisions made based on the information provided on this page.
For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product. For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product.
For more details on risk factors, terms, and conditions, please read the sales brochure and benefit illustration carefully before concluding a sale.
Policybazaar is a registered Insurance Broker | Registration No. 742, Registration Code No. IRDA/ DB 797/ 19, Valid till 09/06/2024, License category- Direct Broker (Life & General) |CIN: U74999HR2014PTC053454 | Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana – 122001 |Visitors are hereby informed that their information submitted on the website may be shared with insurers. Product information is authentic and solely based on the information received from the insurers.©️ Copyright 2008-2025 policybazaar.com. All Rights Reserved
^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.
