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  • TATA Mutual Fund
  • Tata Index Fund Sensex (Growth)
TATA Mutual Fund

Tata Index Fund Sensex (Growth)

EquityIndex Funds

Top Ranked

140.5557

NAV (Nov 29)

17%
5 Year CAGR
Scripbox Opinion

Not Reviewed yet

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

104 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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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    No Lock-in
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Historical NAV

140.5557

NAV (Nov 29)

Fund Returns

Last 1Y

28.2%

Last 3Y

17.3%

Last 5Y

17%

Last 10Y

13.9%

Since Inception

16.1%

6 Month CAGR

12.1%

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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

Very High Risk

Expense Ratio

0.59

Launched (18y ago)

Feb 25, 2003

AUM in Crores

103.819

ISIN

INF277K01758

Lock-in

No Lock-in

Benchmark

S&P BSE SENSEX TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Sonam Udasi

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 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)

SBI Focused Equity Fund (G)

₹ 21,676 cr

5

₹ 5,381 cr

5

₹ 5,380 cr

5

₹ 4,084 cr

5

₹ 3,456 cr

5

amc-icon

About the AMC

Tata Asset Management Limited

Tata Asset Management Limited manages assets worth 84,757 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.

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

    4.8%

    7.2%

    3.8%

    5.3%

    4.8%

    5.5%

    40.2%

    25%

    19.7%

    12.8%

    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

    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

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    TRUST

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    About Tata Index Fund Sensex (G)

    About Tata Index Fund Sensex (G)

    Tata Index Fund Sensex (G) is a Index Funds Equity fund and has delivered an annualised return of 16.1% 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 Sensex (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 Sensex (G) NAV,AUM,Risk

    The Tata Index Fund Sensex (G) fund was launched on Feb 25, 2003. The NAV (Net Asset Value) of this Index Funds Equity fund as of 2021-11-29 is ₹140.56. The total AUM (Asset Under Management) of the fund as of 29/11/2021 is ₹103.819. The category risk of the Tata Index Fund Sensex (G) fund is Very High Risk. The fund charges 0.59 % as expense ratio.

    Tata Index Fund Sensex (G) Holdings

    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 , hdfc bank ltd , infosys ltd , icici bank ltd , housing development finance corp ltd , tata consultancy services ltd , kotak mahindra bank ltd , larsen & toubro ltd , hindustan unilever ltd , axis bank ltd , bajaj finance ltd , itc ltd , state bank of india , bharti airtel ltd , asian paints ltd , hcl technologies ltd , bajaj finserv ltd , tata steel ltd , maruti suzuki india ltd , titan co ltd , tech mahindra ltd , ultratech cement ltd , mahindra & mahindra ltd , sun pharmaceuticals industries ltd , nestle india ltd , indusind bank ltd , ntpc ltd , power grid corp of india ltd , dr reddy's laboratories ltd , bajaj auto ltd , a) repo , net current liabilities

    Tata Index Fund Sensex (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 Sensex (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 S&P BSE SENSEX TR INR

    Tata Index Fund Sensex (G) Review

    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.

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