41
Index — Large CapAvoid
Tata Nifty 50 Index
Tata · Direct–Growth · rank #52 of 82 by Smart Score
Data updated
Trailing returns
1 Year
-2.6%
-0.1% vs index
3 Years
7.9%
-0.1% vs index
5 Years
7.6%
-0.1% vs index
Since launch
11.4%
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
-7.9%-0.1% vs index
Why this score
Tata Nifty 50 Index scores 41/100 — #52 of 82 Index — Large Cap fund (Avoid). It stands out for volatility and fund size — beating 80% of peers on volatility. The main drag is its 3y return (better than only 18% of peers).
Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.
3Y return7.86% · 18th percentile in category
5Y return7.62% · 31st percentile in category
Volatility13.17 · 80th percentile in category
Fund size1722.15 Cr · 80th percentile in category
Alpha-1.26 · 30th percentile in category
Sharpe ratio0.10 · 37th percentile in category
Top holdings
1.HDFC Bank Ltd10.23%
2.ICICI Bank Ltd9.18%
3.Reliance Industries Ltd7.89%
4.Bharti Airtel Ltd5.35%
5.Larsen & Toubro Ltd4.12%
50 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.