Tata Nifty 50 ETF

The Tata Nifty 50 ETF, managed by Tata Asset Management Limited, aims to replicate the performance of the Nifty 50 index through a market cap weighted strategy, offering investors diversified exposure.

This ETF tracks the Nifty 50 TRI benchmark, employing a strategy aimed at closely mirroring the index's total returns while acknowledging potential tracking error in performance.

The portfolio displays significant concentration in the banking sector, with HDFC Bank and ICICI Bank leading holdings, reflecting a 36.8% allocation to financial services, indicating sector-specific risk.

Performance metrics reveal a 1-year decline of -4.6%, yet a robust 3-year CAGR of 14.2% and 5-year CAGR of 15.2%, showcasing resilience despite recent volatility.

With an AUM of ₹704.0 Cr and a low expense ratio of 0.06%, the fund is accessible through major exchanges, emphasizing liquidity and cost efficiency for investors.