₹ 119.8866
NAV (Apr 16)
Top Ranked
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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).
Track Record
18 Years. The fund has an Extended history for analysis and the track record is excellent.
Relative Size
52 Cr. Negligible within the category
Category View
Superior. The category has a superior investment outlook
Consistency Of Performance
Good. The historical performance of the fund has been good
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Scheme Information
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
Very High Risk
1 %
Expense Ratio
Feb 25, 2003
Launched (18y ago)
₹ 52
AUM in Crores
INF277K01758
ISIN
No Lock-in
Lock-in
Benchmark
₹ 0
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 93,338 | 5.00% |
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.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Comparison with Equity Funds
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About the AMC
Tata Asset Management Limited
Tata Asset Management Limited manages assets worth 61,408 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.
Liquid
Recommended
Top Ranked
₹ 14,981 Cr
Fund Size
5.7%
3Y returns
Liquid
Top Ranked
₹ 14,981 Cr
Fund Size
4.2%
3Y returns
Liquid
Top Ranked
₹ 14,981 Cr
Fund Size
4.8%
3Y returns
Diversified
Top Ranked
₹ 2,104 Cr
Fund Size
11.8%
3Y returns
Diversified
Top Ranked
₹ 1,799 Cr
Fund Size
N/A
3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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Tata Index Fund Sensex (G) is a index funds equity fund and has delivered an annualised return of 15.7% over a period of 18 years ..The fund is managed by Tata Asset Management Limited.The fund manager’s name is Sonam Udasi.
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.
The Tata Index Fund Sensex (G) fund was launched on Feb 25, 2003. The NAV (Net Asset Value) of this index funds equity as of 2021-04-16 is ₹ 119.8866. The total AUM (Asset Under Management) of the fund as of 2021-04-17 is ₹ 51.912. The category risk of the Tata Index Fund Sensex (G) fund is Very High Risk. The fund charges 1.0 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 99.7% in this asset class. The top three holdings of the fund are reliance industries ltd shs dematerialised,hdfc bank ltd and infosys ltd
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.
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
Tata Index Fund Sensex (G) has a score of 4 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 Sensex (G) has a score of 1 out of 5. Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.