Mumbai, Maharashtra, 12th of September, 2025 : Tata Asset Management, one of India’s leading fund houses, further expands its passive offering with the launch of the Tata Nifty Next 50 Index Fund, an open-ended scheme that aims to track & replicate the performance of the Nifty Next 50 Index (TRI). The New Fund Offer (NFO) opens on September 12, 2025, and closes on September 26, 2025.
The Nifty Next 50 Index represents companies ranked 51–100 by free-float market capitalisation within the Nifty 100 universe. These are firms often seem to have a potential to become the blue chips of tomorrow,” with the possibility to graduate into the Nifty 50 over time. The index has historically offered investors exposure to emerging leaders across diverse industries such as power, capital goods, consumer services, healthcare, FMCG, realty, and specialty chemicals, many of which are underrepresented in the Nifty 50 index.
On the occasion, Anand Vardarajan, Chief Business Officer, Tata Asset Management said, “Nifty Next 50 represents a well-diversified set of large-cap companies that complement exposure to the Nifty 50. Through Tata Nifty Next 50 Index Fund, we aim to offer investors a transparent way to participate in the probable growth of such businesses that are shaping new opportunities across diverse sectors of the economy, which aim to strengthen their position in India’s capital markets.”
Nifty Next 50 provides more diversification at stock and basic industry level and has a well-rounded portfolio, where the top three sectors account for ~40% of the total index weight. In Nifty 50 however, the top three sectors account for ~60%. Nifty Next 50 index covers 19 unique industries among top 100 stocks. (Source: NSE | Data as on Aug 29, 2025).
Over the long term, Nifty Next 50 has delivered higher rolling returns compared to Nifty 50 and Nifty 100. The average 10-year rolling returns of Nifty Next 50 TRI was 15.94% (Source: NSE, ICRA-MFI | Data from 1st Jan 2003 to 1st Sep 2025), higher than the Nifty 50 TRI (14.09%) and Nifty 100 TRI (13.56%). (Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments)
The entry load is not applicable for Tata Nifty Next 50 Index fund, and an exit load of 0.25% if redeemed within 15 days from the date of allotment. The minimum subscription amount is Rs. 5,000 and in multiples of Re. 1 thereafter.
Disclaimer: The views expressed in this article are personal in nature and in is no way trying to predict the markets or to time them. The views expressed are for information purpose only and do not construe to be any investment, legal or taxation advice. Any action taken by you on the basis of the information contained herein is your responsibility alone and Tata Asset Management Pvt. Ltd. will not be liable in any manner for the consequences of such action taken by you. Please consult your Mutual Fund Distributor before investing. The views expressed in this article may not reflect in the scheme portfolios of Tata Mutual Fund. The view expressed are based on the current market scenario and the same is subject to change. There are no guaranteed or assured returns under any of the scheme of Tata mutual Fund.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
About Tata Asset Management
Established in 1994, Tata Asset Management Private Limited is the investment manager for Tata Mutual Fund. It is one of the oldest mutual funds in India with a unique folio base of over 63 lakhs (latest available as on 31st August 2025). Tata Mutual Fund takes pride in managing the investments of the common man right from childhood to retirement. It offers a wide choice of funds for every need across the entire risk return spectrum. These include equity funds, debt funds, hybrid funds and few others.
| For further information, contact: Heena Uttamchandani Corporate Communication Email: huttamchandani@tataamc.com | Niharika Saluja Adfactors PR Email: niharika.saluja@adfactorspr.com |
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