3 Year return

Launched on January 2013 (11 years)

Investment Details


Minimum SIP Amount


Minimum one time investment

Fund has no lock-in period

Calculate Returns

Based on past performance of this fund


Your Investment ₹3,00,000
  • Total Value


Your Investment
  • Total Value

Risk Involved


Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹810.59 Cr.

Expense Ratio

0.2% (inclusive of GST)

Exit Load

0.25% - If redeemed/switched out within 7 days from the date of allotment. Nil - If redeemed/switched out after 7 days from the date of allotment.


ARQ Rating

Ratings by other agencies


Tax Implications

Withdrawal within 1 year:

15% tax on gains

Withdrawal after 1 year:

10% tax on gains above ₹1 lakh per financial year

Fund Holdings


Tata Mutual Fund Managers


Sonam Udasi

Fund Manager since Apr 2016

View Details

Fund House Details

Tata Mutual Fund

Tata Mutual Fund Asset management company

AUM ₹153,784.55 Cr.
No. of Schemes 162
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by Tata Mutual Fund

List of mutual fund schemes by AMC

Funds 3 Years Returns
scheme logo

Hybrid . Dynamic Asset Allocation or Balanced Advantage

TATA Balanced Advantage Fund Direct Plan Growth

scheme logo

Hybrid . Dynamic Asset Allocation or Balanced Advantage

TATA Balanced Advantage Fund Direct Plan Payout of IDCW Payout


About Tata Nifty 50 Index Fund Direct

The Tata Nifty 50 Index Direct is a key offering from Tata Mutual Fund. Designed as a Large Cap Index mutual fund scheme, its core strength lies in its potential to offer returns that can outpace inflation over extended periods. By investing in the constituent stocks of this index, and maintaining the same proportional weightage, the fund ensures an investment approach that's true to its benchmark. The plan comes with no lock-in period, allowing investors the flexibility they often seek.

Investment Objectives of the Scheme

The Tata Nifty 50 Index Fund is steered by a clear objective: achieving medium to long-term capital appreciation. To realise this, the fund diligently invests in equity shares of companies featured in the Nifty 50 Index. This scheme embodies the core philosophy of index funds, avoiding speculative stock choices and adhering closely to its designated index. Through this disciplined strategy, the fund aims to offer returns in sync with the Nifty 50's performance.

Key Features of The Fund

5-year return 17.51%
Expense Ratio 0.2%
Fund Manager Sonam Udasi
Fund Size ₹810.59 Cr
Risk Profile Very High

Is This Scheme Right for Me?

The Tata Nifty 50 Index Fund is tailored for those who appreciate the simplicity and transparency of tracking a benchmark. Given its alignment with the Nifty 50, an understanding of the associated risk – ranging from conservative to high – is essential. For those willing to embark on this passive investment journey, a minimum holding period of 5 years can be better to potentially reap its benefits. However, talk to your financial advisor before making a decision.

AMC Contact Details

Name Tata Mutual Fund
Launch Date March 1994
Addresss Mulla House, Ground Floor, 51, M.G. Road, Near Flora Fountain, Mumbai – 400 001 Maharashtra
Contact (022) 6282 7777
Email service@tataamc.com
Website https://www.tatamutualfund.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

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What is today's NAV of TATA Nifty 50 Index Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of TATA Nifty 50 Index Fund Jul 19 2024 is 163.7977

What is the AUM of TATA Nifty 50 Index Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of TATA Nifty 50 Index Fund is 810.59 crore.

What is the expense ratio of TATA Nifty 50 Index Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of TATA Nifty 50 Index Fund is 0.2%

What are the returns of TATA Nifty 50 Index Fund since inception?

The TATA Nifty 50 Index Fund was launched on Jan 01 2013. The fund has delivered a CAGR of 14.05 since inception.

What is the minimum SIP amount to invest in TATA Nifty 50 Index Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for TATA Nifty 50 Index Fund is 150.

How do I invest in TATA Nifty 50 Index Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in TATA Nifty 50 Index Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in TATA Nifty 50 Index Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in TATA Nifty 50 Index Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.