Tata Index Nifty Direct+0.10%

3Groww
12.78%
1 Year Return
Others
Index
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

Tata Index Nifty Direct

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.05%
NAV76.78 (09 Dec 2019)
Fund Started01 Jan 2013
Fund Size19 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Tata Index Nifty Direct
12.8%
14.2%
8.4%
11.1%
Category Average
0.2%
8.6%
11.1%
-
Rank within category
25
18
35
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 12.8% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity10.9%
    Reliance Industries Ltd.EnergyEquity10.3%
    Housing Development Finance Corpn. Ltd.FinancialEquity7.5%
    ICICI Bank Ltd.FinancialEquity6.1%
    Infosys Ltd.TechnologyEquity5.2%
    Tata Consultancy Services Ltd.TechnologyEquity4.9%
    ITC Ltd.FMCGEquity4.5%
    Kotak Mahindra Bank Ltd.FinancialEquity4.3%
    Larsen & Toubro Ltd.ConstructionEquity3.7%
    Axis Bank Ltd.FinancialEquity3.3%
    See All

    Fund Managers

    addSonam Udasi
    Education
    Mr. Udasi is a B.Com and also holds PGDM(Finance).
    Experience
    Prior to joining Tata AMC he was associated with ASK Raymond James (Jun 2005-Jan 2006) as Lead Analyst (Reporting to Head Research), JM Financial AMC (Feb 2006-June 2007) as Senior Analyst (Reporting to CIO), Prime Securities (Aug 2007-Oct 2008) as Head Research (Reporting to President), BRICS Securities (Nov 2008-Apr 2010) as Consumer Vertical (Reporting to Head Equities) and IDBI Capital Market Services Ltd (Jun 2010-March 2014) as Head Research (Reporting to Executive VP).
    Funds Managed

    Other Details

    Tata Index Nifty Direct is a Others Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was introduced to investors on 01 Jan 2013. Sonam Udasi is the Current Fund Manager of Tata Index Nifty Direct.The fund currently has an Asset Under Management(AUM) of ₹19 Cr and the Latest NAV as of 09 Dec 2019 is ₹76.78.

    The Tata Index Nifty Direct is rated Moderately High risk. Minimum SIP Investment is 500. Exit load of 0.25% if redeemed within 7 days.

    Investment Objective

    To provide return that closely correspond to the return of stocks as represented by the S & P CNX Nifty Index subject to tracking error.

    Tax Implications

    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.

    Scheme Information Document(SID)

    Not Supported
    Min for First Investment
    Not Supported
    Min for Second Investment
    Exit load of 0.25% if redeemed within 7 days
    Exit Load

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    About Tata Mutual Fund

    Address
    Mafatlal Centre, 9th Floor, Nariman Point Mumbai 400021
    Phone
    022 6657 8282
    Launch Date
    29 Jun 1995
    Website
    NA
    Tata Mutual Fund
    Asset Management Company
    Custodian
    Standard Chartered Bank
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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