Tata Index Fund - Sensex Plan - Regular - Growth+0.6%

7.9%
1 Year Return
Others
Index
1.0 star
1Y
3Y
5Y

Fund Details

Tata Index Fund - Sensex Plan - Regular - Growth

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio1.50%
NAV87.1 (16-Nov-2018)
Fund Started25-Feb-2003
Fund Size5 Cr

Returns

Fund
1Y
3Y
5Y
Tata Index Fund - Sensex Plan - Regular - Growth
7.9%
11.8% p.a
11.7% p.a

SIP Calculator

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    30
    with 7.9% annual returns

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    Top 10 Holdings

    Name% AssetsSectorInstrumentRating/SizeValue(Cr)
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    Larsen & Toubro Ltd.4.8%ConstructionEquityLarge Cap0.3
    Tata Consultancy Services Ltd.4.5%ITEquityLarge Cap0.2
    Kotak Mahindra Bank Ltd.3.7%Financial ServicesEquityLarge Cap0.2
    Maruti Suzuki India Ltd.3.5%AutomobileEquityLarge Cap0.2
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    About Tata Mutual Fund

    Tata Mutual Fund started their mutual fund on 30/06/1995 and its managing total assets of ₹44,897 Cr. Its ranked at 13 as per total assets at end of 30th Sep 2017.

    Tata is one of the most trusted brands in India and has been successful in every field it has ventured to. Tata Mutual fund is known for its world-class service across the country and it has made a mark in the minds of investors.

    It offers funds across various categories like, equity, debt, hybrid and sectoral. The motto of this AMC is to propel investing among the retail investors irrespective of their risk appetite, ideal investment duration, profession, salary or gender.

    They believe in following a value-based investment methodology which enables them to attain consistent results over the years. They also believe in flexibility, by offering a large variety of funds across various market capitalization. Stability and integrity is one of the main pillar of business for Tata Mutual Fund and they believe in keeping an investor's money in the best possible hands.

    Launch Date29 Jun 1995
    AddressMafatlal Centre, 9th Floor, Nariman Point Mumbai 400021
    Assets44,897 Cr
    SponsorNA
    Phone022 6657 8282
    Emailservice@tataamc.com
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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