How to check the XIRR of Tata Nifty Next 50 Index Fund - Regular Plan IDCW Payout Option?

You can track the exact XIRR and portfolio overlapping of Tata Nifty Next 50 Index Fund - Regular Plan IDCW Payout Option alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

Tata NIFTY Next 50 Index Fund - Regular Plan IDCW Payout Option

Q: How to check portfolio overlap for Tata Nifty Next 50 Index Fund - Regular Plan IDCW Payout Option?

Use the MutualSaathi Portfolio Analyzer to compare Tata Nifty Next 50 Index Fund - Regular Plan IDCW Payout Option with other funds, PMS, and AIFs to detect hidden stock overlaps.

TATA Mutual Fund

Expense Ratio: 1.07

Risk: -

Other Scheme - Index Funds

Plan: Regular

Benchmark: -

Inception: 12-09-2025

Exit Load: Nil

Fund Size:₹197.17 Cr

Performance

FundN/A

Cat. Avg.2.61%

FundN/A

Cat. Avg.3.39%

FundN/A

Cat. Avg.10.42%

FundN/A

Cat. Avg.11.16%

10Y

FundN/A

Cat. Avg.11.44%

Fund5.20%

Cat. Avg.7.02%

Fund Facts

No available Data

Taxation

Any Holding Period (STCG & LTCG):As per Income Slab Rate

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Market Cap

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Top Sectors

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Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	ADANI POWER LTD	Equity	Listed	Large Cap	Power	4.59	3.79%
2	TATA MOTORS LTD	Equity	Listed	Large Cap	Agricultural, Commercial & Construction Vehicles	4.39	3.62%
3	DIVI LABORATORIES LTD	Equity	Listed	Large Cap	Pharmaceuticals & Biotechnology	4.15	3.43%
4	HINDUSTAN AERONAUTICS LTD	Equity	Listed	Large Cap	Aerospace & Defense	4.12	3.41%
5	TVS MOTOR COMPANY LTD	Equity	Listed	Large Cap	Automobiles	4.03	3.33%
6	CHOLAMANDALAM INVESTMENT & FINANCE CO LTD	Equity	Listed	Large Cap	Finance	3.80	3.14%
7	CUMMINS INDIA LTD	Equity	Listed	Large Cap	Industrial Products	3.79	3.13%
8	VARUN BEVERAGES LTD	Equity	Listed	Large Cap	Beverages	3.45	2.85%
9	SAMVARDHANA MOTHERSON INTERNATIONAL LTD	Equity	Listed	Large Cap	Auto Components	3.25	2.69%
10	CG POWER AND INDUSTRIAL SOLUTIONS LTD	Equity	Listed	Large Cap	Electrical Equipment	3.24	2.68%

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-0.42%

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Fund Details

Nippon India Large Cap Fund- Growth Plan Bonus Option

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Tata NIFTY 50 Exchange Traded Fund

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NAV / Fund Size

₹263.54₹755.99 Cr

Incep: 17-12-2018

Other ETFsVery High RiskOther

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Fund Details

Tata NIFTY 50 Exchange Traded Fund

NAV / Fund Size₹263.54₹755.99 Cr

Other ETFsVery High RiskOther

-1.93%

0.48%

7.80%

10.35%

12.56%

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
SI	07 Oct, 25	50000	52660	+5.3%	N/A

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
SI	07 Oct, 25	1 L.	1.05 L.	+5.2%	N/A

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.