43
Index — Large CapAvoid
Tata Nifty 50 Index
Tata · Direct–Growth · rank #44 of 82 by Smart Score
Data updated
Trailing returns
1 Year
-10.2%
-0.1% vs index
3 Years
6.2%
-0.1% vs index
5 Years
5.4%
-0.0% vs index
Since launch
11.0%
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
-11.8%-0.1% vs index
Why this score
Tata Nifty 50 Index scores 43/100 — #44 of 82 Index — Large Cap fund (Avoid). It stands out for volatility and fund size — beating 78% of peers on volatility. The main drag is its 3y return (better than only 23% of peers).
Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.
3Y return6.17% · 23rd percentile in category
5Y return5.40% · 26th percentile in category
Volatility13.39 · 78th percentile in category
Fund size1626.72 Cr · 80th percentile in category
Alpha-1.23 · 28th percentile in category
Expense ratio0.26% · 64th percentile in category
Top holdings
1.HDFC Bank Ltd10.38%
2.ICICI Bank Ltd9.05%
3.Reliance Industries Ltd7.58%
4.Bharti Airtel Ltd5.11%
5.Larsen & Toubro Ltd4.2%
50 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.