FundLens
41
Index — Large CapAvoid

Tata Nifty 50 Index

Tata · Direct–Growth · rank #48 of 81 by Smart Score

Data updated

Trailing returns

vs Nifty 50 (index-fund proxy)
1 Year
-2.8%
-0.1% vs index
3 Years
7.9%
-0.1% vs index
5 Years
10.1%
-0.1% vs index
Since launch
11.6%

Year-by-year performance

last entry = YTD
2021
+25.1%
2022
+5.5%
2023
+20.9%
2024
+9.7%
2025
+11.6%
2026
-7.0%

Why this score

Tata Nifty 50 Index scores 41/100 — #48 of 81 Index — Large Cap fund (Avoid). It stands out for volatility and fund size — beating 82% 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 return7.91% · 18th percentile in category
5Y return10.09% · 30th percentile in category
Volatility13.16 · 82nd percentile in category
Fund size1673.59 Cr · 80th percentile in category
Sharpe ratio0.11 · 38th percentile in category
Alpha-1.30 · 33rd percentile in category

Other Index — Large Cap funds