This fund is a good choice within index fund mutual funds.
Scripbox recommends other funds for investment in Index Fund.
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to see our recommendations.
Index Fund 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).
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
Moderately Low
Moderate
Moderately High
High
Moderately High risk
1.0%
Expense Ratio
25th Feb, 2003
Launched (17y ago)
₹
26
AUM in Crores
INF277K01758
ISIN
No Lock-in
Lock-in
S&P BSE SENSEX TR INR
Benchmark
₹
0
SIP Minimum
₹
5000
Lumpsum Min.
Fund Managers
Sonam Udasi
Fund Manager
Returns Calculator Comparison
of
for
Instrument
Returns
Total Corpus
Gains
Annualised %
Mutual Fund
11.25%
EPF
Property
PPF
Bank FD
Gold
Savings Bank
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.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
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?
Recommended
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.
Top Ranked
These funds are the top performers within a category of mutual funds considering a combination of criteria. The best amongst these funds are also labelled as Scripbox Recommended.
Not Recommended
Scripbox algorithm classifies funds as "not recommended" when they perform poorly on a combination of criteria. These funds are usually the poorest performers within a category.
Track Record
We look at consistent and long historical performance for our analysis
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are
preferred
Category View
We check if the sub-category of the fund is recommended by us
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack
Track Record
We look at consistent and long historical performance for our analysis
Relative 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
We check the relative interest rate risk of the sub-category of the fund. Lower the better
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better
Equity Funds
Debt Funds
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Scripbox has helped over 2500 people become millionaires in the last 7
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You'll never have to worry about what funds to choose. We'll suggest
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About Tata Index Fund Sensex (Growth)
About Tata Index Fund Sensex (Growth)
Tata Index Fund Sensex (Growth) is a Index Fund Equity fund and has delivered an annualised return of 14.6% over a period of 17 years.
The fund is managed by Tata Asset Management Limited.
The fund manager’s name is Sonam Udasi.
Tata Index Fund Sensex (Growth) 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 Sensex (Growth) NAV, AUM and Risk
The fund was launched on 2003-02-25. The NAV of the fund as of 2020-09-28 is ₹ 94.02. The total AUM of the fund as of 2020-09-28 is ₹ 26 Cr. The category risk of the fund is Moderately High risk
The fund charges 1.0 % as expense ratio.
Tata Index Fund Sensex (Growth) Holdings
The fund’s highest allocation is towards equity and has invested 99.27% in this asset class.
The top three holdings of the fund are reliance industries ltd, hdfc bank ltd and infosys ltd.
Tata Index Fund Sensex (Growth) SIP
The minimum SIP(Systematic Investment Plan) amount for this is ₹ 0 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 Sensex (Growth) 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 S&P BSE SENSEX TR INR.
