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Tata Index Nifty Direct

Other
Index
Very High Risk
17.38%
3Y annualised
-2.64% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 24 Jan 2022₹111.75
Min. SIP amount₹150
Rating3
Fund size₹222.92Cr

Returns and rankings

Category: Other Index
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns20.2%17.4%16.1%13.3%
Category average48.0%13.9%14.2%NA
Rank with in category433018NA
Understand terms

Holdings (50)

NameSectorInstrumentAssets
EnergyEquity10.2%
TechnologyEquity9.3%
FinancialEquity8.6%
FinancialEquity6.8%
FinancialEquity6.2%
TechnologyEquity5.2%
FinancialEquity3.5%
ConstructionEquity3.0%
FMCGEquity2.8%
FMCGEquity2.5%
See All

Pros and cons

Category: Other Index

Pros

3Y and 5Y annualised returns higher than category average
Lower expense ratio: 0.16%

Cons

1Y annualised returns lower than category average by 25.73%

Expense ratio, exit load and tax

Expense ratio: 0.16%

Inclusive of GST

Exit load

Exit load of 0.25% if redeemed within 7 days

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹150

Fund management

Sonam Udasi
Apr 2016 - Present
View details

Fund house & investment objective

Fund house contact details

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