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Value Research Rating
Analyst’s Choice
Riskometer
Very High
₹154.7803 -0.12%
As on 16-May-2025
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
|
Fund name
|
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Tata Nifty 50 Index Fund - Regular Plan
|
|
|
Very High
|
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0.51 |
|
 |
|
Very High
|
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0.92 |
||
 |
|
Very High
|
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0.86 |
||
|
|
Very High
|
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0.25 |
||
|
|
Very High
|
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0.35 |
₹1,200 Cr
0.25 (7)
5,000
500
150
12
Investment Strategy
The scheme aims to provide medium to long term capital gains, by investing in equity shares of only those companies comprised in the Nifty 50 Index and in the same proportion as that of the index, regardless of their investment merit.
Suitability
"When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns of fixed income options. But be prepared for ups and downs in your investment value along the way.
This is a fund that invests in big companies. Compared to those that invest in smaller companies, such funds tend to fall less when stock prices fall. Therefore, they are more suited to conservative equity investors.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other large-cap fund, if you need to redeem your investment in less than five years.
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Tata Nifty 50 Index Fund - Regular Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Tata Nifty 50 Index Fund - Regular Plan can be bought from the Tata Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Tata Nifty 50 Index Fund - Regular Plan, is ₹154.7803 as of 17-May-2025.
| Company | Percentage of Portfolio |
|---|---|
|
13.30
|
|
|
9.15
|
|
|
8.65
|
|
|
4.91
|
|
|
4.54
|
Over the past five years, Tata Nifty 50 Index Fund - Regular Plan has delivered an annualised return of 22.78% as of 17-May-2025.
The minimum investment required to start investing in Tata Nifty 50 Index Fund - Regular Plan is ₹5,000 for the lump sum option and ₹150 for the SIP (Systematic Investment Plan) option.
