Home>Mutual Funds>Tata Mutual Fund>Tata Index Nifty Regular
shareSHARE

Tata Index Nifty Regular+0.23%

41.69%
1 Year Return
Other
Index
4.0star
6M
1Y
3Y
5Y
All

Fund Details

Tata Index Nifty Regular

RiskVery High
Min SIP AmountNot Supported
Expense Ratio0.55%
NAV₹96.29 (23 Jul 2021)
Fund Started25 Feb 2003
Fund Size153 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
41.7%
13.1%
13.6%
10.0%
Category Average
48.0%
13.9%
14.2%
-
Rank Within Category
78
55
41
-
*All returns are annualized.
SIP
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 41.7% returns per annum

Comparison

Data not available
Pros
1. Age is more than 10 years
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
Cons
1. 10Y Returns are lower than the category average returns
2. 1Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Reliance Industries Ltd.EnergyEquity10.1%
HDFC Bank Ltd.FinancialEquity9.7%
Infosys Ltd.TechnologyEquity8.6%
Housing Development Finance Corpn. Ltd.FinancialEquity6.6%
ICICI Bank Ltd.FinancialEquity6.4%
Tata Consultancy Services Ltd.TechnologyEquity5.2%
Kotak Mahindra Bank Ltd.FinancialEquity3.7%
Hindustan Unilever Ltd.FMCGEquity3.3%
Axis Bank Ltd.FinancialEquity2.7%
Larsen & Toubro Ltd.ConstructionEquity2.7%
See All

Fund Managers

Sonam Udasi
keyboard_arrow_down

Tata Index Nifty Regular Details

Tata Index Nifty Regular is a Other Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 25 Feb 2003. Sonam Udasi is the Current Fund Manager of Tata Index Nifty Regular fund.The fund currently has an Asset Under Management(AUM) of ₹153 Cr and the Latest NAV as of 23 Jul 2021 is ₹96.29.

The Tata Index Nifty Regular is rated Very High risk. Minimum SIP Investment is set to 500. Exit load of 0.25% if redeemed within 7 days

Investment Objective

The scheme aims to provide medium to long term capital gains, by investing in equity shares of only those companies comprised in the Nifty 50 Index and in the same proportion as that of the index, regardless of their investment merit.

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

Compare Funds

Tata Index Nifty Regular
VS
search

About Tata Mutual Fund

Address
Mafatlal Centre, 9th Floor, Nariman Point Mumbai 400021
Phone
022 6657 8282
Launch Date
30 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,
Loading...
ⓒ 2016-2021 Groww. All rights reserved, Built with in India