43
Index — Large CapAvoid
Tata Nifty Next 50 Index
Tata · Direct–Growth · rank #46 of 82 by Smart Score
Data updated
Trailing returns
1 Year
-0.3%
+9.8% vs index
3 Years
—
5 Years
—
Since launch
0.6%
Year-by-year performance
2026
-0.4%+11.3% vs index
Why this score
Tata Nifty Next 50 Index scores 43/100 — #46 of 82 Index — Large Cap fund (Avoid). It stands out for alpha and 1y return — beating 98% of peers on alpha. The main drag is its sharpe ratio (better than only 16% of peers).
Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.
Sharpe ratio-0.34 · 16th percentile in category
Alpha8.61 · 98th percentile in category
Sortino ratio-0.46 · 16th percentile in category
Volatility17.13 · 23rd percentile in category
1Y return-0.34% · 88th percentile in category
Fund size121.02 Cr · 37th percentile in category
Top holdings
1.Divi's Laboratories Ltd4.87%
2.TVS Motor Company Ltd3.97%
3.Hindustan Aeronautics Ltd3.65%
4.Tata Motors Ltd3.63%
5.Adani Power Ltd3.5%
50 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.