Tata Nifty200 Alpha 30 Index Fund Direct Growth

Equity
Large Cap
Very High Risk
1M
All
NAV: 21 Nov 2024₹8.60
Min. SIP amount₹100
RatingNA
Fund size₹178.79Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Large Cap
Absolute returns
1M3M6MAll
Fund returns-9.0%NANA-10.2%
Category averageNANANANA
Rank with in categoryNANANANA
Understand terms

Peer Comparison

Equity, Large Cap fundsRating1Y3YFund Size(Cr)
5
28.6%19.1%34,432.09
5
27.8%16.2%66,206.57
5
29.7%15.4%429.06
4
30.4%13.3%1,744.59
4
27.4%13.1%15,311.79

Holdings (30)

NameSectorInstrumentAssets
Capital GoodsEquity5.46%
TechnologyEquity5.33%
ServicesEquity5.15%
HealthcareEquity4.93%
AutomobileEquity4.36%
HealthcareEquity4.09%
CommunicationEquity4.02%
EnergyEquity4.01%
Capital GoodsEquity3.75%
Capital GoodsEquity3.55%
Consumer StaplesEquity3.53%
AutomobileEquity3.49%
HealthcareEquity3.45%
TechnologyEquity3.43%
Consumer DiscretionaryEquity3.29%
EnergyEquity3.13%
AutomobileEquity3.08%
ServicesEquity3.08%
AutomobileEquity3.05%
HealthcareEquity3.04%
FinancialEquity2.96%
CommunicationEquity2.85%
FinancialEquity2.80%
Capital GoodsEquity2.77%
Capital GoodsEquity2.56%
AutomobileEquity2.21%
EnergyEquity1.91%
Capital GoodsEquity1.77%
Capital GoodsEquity1.67%
EnergyEquity1.51%
See All

Expense ratio, exit load and tax

Expense ratio: 0.34%

Inclusive of GST

Exit load

Exit load of 0.25%, if redeemed within 15 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 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₹100

Fund management

Kapil Menon
Aug 2024 - Present
View details

Fund house & investment objective

Fund house contact details

Address
9th Floor, Mafatlal Centre,Nariman Point, Mumbai 400021
Phone
1800-209-0101
Launch Date
30 Jun 1995
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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