Tata Nifty 50 Index Fund

Review Date: 04-12-2025

Beginning of Analysis

In the Index Funds category, Tata Nifty 50 Index Fund is the 55th ranked fund. The category has total 90 funds. The 3 star rating shows an average past performance of the Tata Nifty 50 Index Fund in Index Funds. The fund has a Sharpe Ratio of 0.59 which is lower than the category average of 0.9.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Index Mutual Fundss

Tata Nifty 50 Index Fund Return Analysis

• The fund has given a return of 1.71%, 5.32 and 6.33 in last one, three and six months respectively. In the same period the category average return was 0.31%, 3.62% and 4.04% respectively.
• Tata Nifty 50 Index Fund has given a return of 7.41% in last one year. In the same period the Index Funds category average return was 2.55%.
• The fund has given a return of 12.59% in last three years and ranked 67.0th out of 98 funds in the category. In the same period the Index Funds category average return was 14.48%.
• The fund has given a return of 15.47% in last five years and ranked 20th out of 30 funds in the category. In the same period the Index Funds category average return was 16.66%.
• The fund has given a return of 13.82% in last ten years and ranked 6th out of 16 funds in the category. In the same period the category average return was 13.72%.
• The fund has given a SIP return of 14.99% in last one year whereas category average SIP return is 11.21%. The fund one year return rank in the category is 40th in 142 funds
• The fund has SIP return of 13.35% in last three years and ranks 60th in 96 funds. ICICI Prudential Nifty Auto Index Fund has given the highest SIP return (26.97%) in the category in last three years.
• The fund has SIP return of 12.57% in last five years whereas category average SIP return is 13.64%.

Tata Nifty 50 Index Fund Risk Analysis

• The fund has a standard deviation of 11.61 and semi deviation of 8.32. The category average standard deviation is 11.94 and semi deviation is 8.76.
• The fund has a Value at Risk (VaR) of -14.18 and a maximum drawdown of -14.19. The category average VaR is -15.13 and the maximum drawdown is -15.16.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.

Very Good Performance in Index Funds Category

Good Performance in Index Funds Category

Poor Performance in Index Funds Category

Very Poor Performance in Index Funds Category

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Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

Data Source: www.amfiindia.com

SEBI Categorization