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Large cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
19 Years. The fund has an Extended history for analysis and the track record is excellent.
266 Cr. Small within the category
Superior. The category has a superior investment outlook
Consistency Of Performance
Relatively moderate. The historical performance of the fund has been OK
Want the large cap equity funds that are right for your long term equity investment needs?
NAV (Jun 23)
6 Month CAGR
The investment objective of the Scheme is to reflect/mirror the market returns with a minimum tracking error. The scheme does not assure or guarantee any returns.
Launched (19y ago)
Feb 25, 2003
AUM in Crores
IISL Nifty 50 TR INR
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
reliance industries ltd12.5%
hdfc bank ltd8.4%
icici bank ltd7.2%
housing development finance corp ltd5.7%
|Fund Name||Scripbox Opinion||Fund Size||Track Record|
₹ 4,202 cr
₹ 13,023 cr
₹ 13,023 cr
₹ 4,202 cr
₹ 4,202 cr
Tata Asset Management Limited
Tata Asset Management Private Limited manages assets worth 93,434 crores and was set up on 15 March 1994. It's current offering of mutual fund schemes includes 59 equity,80 debt and 21 hybrid funds.
|Fund Name||Scripbox Opinion||Till Date CAGR|
Tata Index Fund Nifty (G) is a Large Cap Equity fund and has delivered an annualised return of 15.2% over a period of 19 years. The fund is managed by Tata Asset Management Private Limited. The fund manager’s name is Sonam Udasi.
Nav of Tata Index Fund Nifty (G) as of 6/23/2022 is ₹95.11 with the total AUM as of 6/24/2022 is ₹265.22. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Index Fund Nifty (G) was launched on Feb 25, 2003. The category risk of the fund is Very High Risk.
The minimum SIP amount for Tata Index Fund Nifty (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Tata Index Fund Nifty (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty 50 TR INR.
Tata Index Fund Nifty (G) is rated as a 2 fund in Equity and delivered -1.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Tata Index Fund Nifty (G).
What is Tata Index Fund Nifty (G)?
How to invest in Tata Index Fund Nifty (G)?
You can invest in Tata Index Fund Nifty (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Tata Index Fund Nifty (G)?
The minimum sip amount for Tata Index Fund Nifty (G) is ₹1000. You can invest in multiples of ₹5000.
Is Tata Index Fund Nifty (G) good to invest in?
As per Scripbox experts, Tata Index Fund Nifty (G) is a Neutral fund. You can investTata Index Fund Nifty (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Tata Index Fund Nifty (G)?
The expense ratio of the Tata Index Fund Nifty (G) is 0.52% for regular plan.