40
Index — Large CapAvoid
Tata Nifty 50 Index
Tata · Direct–Growth · rank #55 of 82 by Smart Score
Data updated
Trailing returns
1 Year
-7.4%
-0.1% vs index
3 Years
6.0%
-0.1% vs index
5 Years
6.8%
-0.1% vs index
Since launch
11.2%
Year-by-year performance
2021
+25.1%-0.2% vs index
2022
+5.5%+0.1% vs index
2023
+20.9%-0.1% vs index
2024
+9.7%-0.1% vs index
2025
+11.6%-0.1% vs index
2026
-10.0%-0.1% vs index
Why this score
Tata Nifty 50 Index scores 40/100 — #55 of 82 Index — Large Cap fund (Avoid). It stands out for volatility and fund size — beating 79% of peers on volatility. The main drag is its 3y return (better than only 19% of peers).
Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.
3Y return5.96% · 19th percentile in category
5Y return6.79% · 28th percentile in category
Volatility13.20 · 79th percentile in category
Fund size1706.67 Cr · 80th percentile in category
Alpha-1.20 · 27th percentile in category
Sharpe ratio-0.04 · 37th percentile in category
Top holdings
1.HDFC Bank Ltd9.85%
2.ICICI Bank Ltd9.45%
3.Reliance Industries Ltd7.83%
4.Bharti Airtel Ltd5%
5.Larsen & Toubro Ltd4.3%
50 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.