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Tata Index Sensex Regular

Other
Index
Very High Risk
17.25%
3Y annualised
-0.71% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 21 Jan 2022₹144.79
Min. SIP amountNA
Rating4
Fund size₹112.26Cr

Returns and rankings

Category: Other Index
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns18.5%17.3%17.1%16.1%
Category average48.0%13.9%14.2%NA
Rank with in category1036429NA
Understand terms

Holdings (30)

NameSectorInstrumentAssets
EnergyEquity12.1%
TechnologyEquity10.5%
FinancialEquity9.9%
FinancialEquity7.8%
FinancialEquity7.1%
TechnologyEquity5.9%
FinancialEquity3.6%
ConstructionEquity3.5%
FMCGEquity3.2%
FMCGEquity2.9%
See All

Expense ratio, exit load and tax

Expense ratio: 0.59%

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 investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Sonam Udasi
Apr 2016 - Present
View details

Fund house & investment objective

Fund house contact details

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