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    • Tata Index Fund Nifty (Growth)
    TATA Mutual Fund

    Tata Index Fund Nifty (Growth)

    EquityIndex Funds

    108.2608

    NAV (Sep 23)

    15.5%
    5 Year CAGR
    Scripbox Opinion

    Neutral

    Scripbox recommends other funds for investment in index funds.

    Click here to see our recommendations.

    Index funds 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).

    Our analysis of this fundLearn how we rate funds ->

    Track Record

    18 Years. The fund has an Extended history for analysis and the track record is excellent.

    Relative Size

    177 Cr. Small within the category

    Category View

    Superior. The category has a superior investment outlook

    Consistency Of Performance

    Poor. The historical performance of the fund has been poor

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    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
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      No Lock-in
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      Grow Wealth , Retirement , Kid's Education

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    Historical NAV

    108.2608

    NAV (Sep 23)

    Fund Returns

    Last 1Y
    60.4%
    Last 3Y
    17.3%
    Last 5Y
    15.5%
    Last 10Y
    14.1%
    Since Inception
    16.7%
    6 Month CAGR
    20.7%
    info-icon-blue

    Scheme Information

    Investment Objective

    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.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Very High Risk

    Expense Ratio
    0.52
    Launched (18y ago)
    Feb 25, 2003
    AUM in Crores
    176.821
    ISIN
    INF277K01741
    Lock-in
    No Lock-in
    Benchmark
    IISL Nifty 50 TR INR
    SIP Minimum
    1000
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Sonam Udasi

    Fund Manager

    calculator

    Returns Calculator Comparison

    of

    for

    with step up of

    InstrumentReturnsTotal CorpusGainsAnnualised %
    Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
    EPF70% ₹ 900,761 ₹ 168,1498.50%
    Property70% ₹ 867,662 ₹ 135,0507.00%
    PPF70% ₹ 869,819 ₹ 137,2077.10%
    Bank FD70% ₹ 846,471 ₹ 113,8596.00%
    Gold70% ₹ 846,471 ₹ 113,8596.00%
    Savings Bank70% ₹ 825,950 ₹ 93,3385.00%

    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.

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    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • Inflation beating returns
      Inflation beating returns
    • Grow Wealth , Retirement , Kid's Education
      Grow Wealth , Retirement , Kid's Education
    • One click investing  tracking
      One click investing tracking
    comparison

    Comparison with Equity Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    SBI Focused Equity Fund (G)

    recommended-badge

    ₹ 19,429 cr

    5

    recommended-badge

    ₹ 5,308 cr

    5

    recommended-badge

    ₹ 4,853 cr

    5

    recommended-badge

    ₹ 3,705 cr

    5

    recommended-badge

    ₹ 3,232 cr

    5

    amc-icon

    About the AMC

    Tata Asset Management Limited

    Tata Asset Management Limited manages assets worth 81,268 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.

    amc-img

  • tel-amc-about
    022-66578282
  • mail-amc-about
    service@tataamc.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    recommended-badge

    5.1%

    7.2%

    top-ranked-badge

    3.9%

    5.4%

    top-ranked-badge

    4.8%

    5.5%

    top-ranked-badge

    20.7%

    13%

    top-ranked-badge

    17.7%

    16.5%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About Tata Index Fund Nifty (G)

    About Tata Index Fund Nifty (G)

    Tata Index Fund Nifty (G) is a Index Funds Equity fund and has delivered an annualised return of 16.7% over a period of 18 years. . The fund is managed by Tata Asset Management Limited. The fund manager’s name is Sonam Udasi

    Tata Index Fund Nifty (G) Investment Objective

    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. . However, there is no assurance that the objective of the scheme will be realized.

    Tata Index Fund Nifty (G) NAV,AUM,Risk

    The Tata Index Fund Nifty (G) fund was launched on Feb 25, 2003. The NAV (Net Asset Value) of this Index Funds Equity fund as of 2021-09-23 is ₹108.26. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹176.821. The category risk of the Tata Index Fund Nifty (G) fund is Very High Risk. The fund charges 0.52 % as expense ratio.

    Tata Index Fund Nifty (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 99.6% in this asset class. The top three holdings of the fund are , reliance industries ltd , hdfc bank ltd , infosys ltd , housing development finance corp ltd , icici bank ltd , tata consultancy services ltd , kotak mahindra bank ltd , hindustan unilever ltd , larsen & toubro ltd , bajaj finance ltd , axis bank ltd , itc ltd , state bank of india , bharti airtel ltd , asian paints ltd , hcl technologies ltd , tata steel ltd , bajaj finserv ltd , wipro ltd , tech mahindra ltd , maruti suzuki india ltd , sun pharmaceuticals industries ltd , ultratech cement ltd , titan co ltd , mahindra & mahindra ltd , jsw steel ltd , divi's laboratories ltd , nestle india ltd , hindalco industries ltd , indusind bank ltd , hdfc life insurance company limited , dr reddy's laboratories ltd , grasim industries ltd , power grid corp of india ltd , adani ports & special economic zone ltd , sbi life insurance company limited , tata motors ltd , tata consumer products ltd , ntpc ltd , bajaj auto ltd , britannia industries ltd , oil & natural gas corp ltd , bharat petroleum corp ltd , cipla ltd , shree cement ltd , upl ltd , hero motocorp ltd , eicher motors ltd , indian oil corp ltd , b) repo , coal india ltd

    Tata Index Fund Nifty (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    Tata Index Fund Nifty (G) Investment volatility and Horizon

    This fund 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) Review

    Tata Index Fund Nifty (G) has a score of 3 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, Tata Index Fund Nifty (G) has a score of 2 out of 5 Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.

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