Tata Index Fund-Sensex Plan (G)
Scheme Information
2019-04-26
| Asset Management Company (AMC) | Tata Asset Management Limited |
| Asset Class Type | Equity |
| Inception Date | Feb 25, 2003 |
| Benchmark | S&P BSE SENSEX - TRI |
| Objective | The scheme aims to provide medium to long term capital gains by investing in equity shares of only those companies comprised in the BSE Sensex and in the same proportion as that of the index regardless of their investment merit. |
| Fund Manager | Sonam Udasi |
| AUM (In Crores) | 10.24 |
| Allocation |
Others: 1.2979% Equity: 98.7021% |
| Exit Load | 0.25% on or before 7 days |
| Minimum Investment Amount |
First Investment:
5000
|
| Expense Ratio | 0.99 |
Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund (link provided) before taking any Investment action based on this information.
Recommended Funds
Equity: Mirae Asset Large Cap Fund (G) • HDFC Top 100 Fund (G) • Kotak Standard Multicap Fund (G) • Parag Parikh Long Term Equity Fund (G)
Debt:
Axis Liquid Fund (G) •
SBI Magnum Low Duration Fund (G) •
ICICI Prudential Corporate Bond Fund - Regular (G)
Tax Saver Plan:
DSP Tax Saver Fund (G) •
Motilal Oswal Long Term Equity Fund (G)
Emergency Fund:
Axis Liquid Fund (G) •
Tata Liquid Fund (G)