- Mutual Funds
- TATA Mutual Fund
- Tata Index Fund Sensex (Growth)
Neutral
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Large cap 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
19 Years. The fund has an Extended history for analysis and the track record is excellent.
Relative Size
134 Cr. Negligible within the category
Category View
Superior. The category has a superior investment outlook
Consistency Of Performance
Relatively moderate. The historical performance of the fund has been OK
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Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 133.4811
NAV (May 17)
Fund Returns
Last 1Y | 9.8% |
Last 3Y | 12.8% |
Last 5Y | 12.4% |
Last 10Y | 13.1% |
Since Inception | 15.4% |
6 Month CAGR | -9.4% |
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.
Expense Ratio | 0.59 |
Launched (19y ago) | Feb 25, 2003 |
AUM in Crores | 133.113 |
ISIN | INF277K01758 |
Lock-in | No Lock-in |
Benchmark | S&P BSE SENSEX TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Fund Managers
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.
Asset allocation and Holdings
Top Stock Holdings
reliance industries ltd
14.9%hdfc bank ltd
9.4%infosys ltd
8.9%icici bank ltd
8%housing development finance corp ltd
6.2%
Allocation by Sector
financial services
38.3%technology
18.8%energy
14.9%consumer defensive
7.6%basic materials
5%Comparison with Equity Funds
| Fund Name | Scripbox Opinion | Fund Size | Track Record |
|---|---|---|---|
₹ 4,388 cr | |||
₹ 13,113 cr | |||
₹ 13,113 cr | |||
₹ 4,388 cr | |||
₹ 4,388 cr |
About the AMC
Tata Asset Management Limited
Tata Asset Management Private Limited manages assets worth 91,982 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.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
29.1% | 20.1% | ||
29.1% | 20.1% | ||
29.1% | 20.1% | ||
14.9% | 12.4% | ||
26% | 22.3% |
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsTata Index Fund Sensex (G) Review
Tata Index Fund Sensex (G) is a Large Cap Equity fund and has delivered an annualised return of 15.4% over a period of 19 years. The fund is managed by Tata Asset Management Private Limited. The fund manager’s name is Sonam Udasi.
Nav of Tata Index Fund Sensex (G) as of 5/17/2022 is ₹133.48 with the total AUM as of 5/18/2022 is ₹133.113. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Index Fund Sensex (G) was launched on Feb 25, 2003. The category risk of the fund is Very High Risk.
The minimum SIP amount for Tata Index Fund Sensex (G) 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. Check your estimated returns on mutual funds by using sip calculator.
Tata Index Fund Sensex (G) 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) is rated as a 2 fund in Equity and delivered 9.8% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Tata Index Fund Sensex (G).
Frequently Asked Questions
What is Tata Index Fund Sensex (G)?
How to invest in Tata Index Fund Sensex (G)?
You can invest in Tata Index Fund Sensex (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Tata Index Fund Sensex (G)?
The minimum sip amount for Tata Index Fund Sensex (G) is ₹1000. You can invest in multiples of ₹5000.
Is Tata Index Fund Sensex (G) good to invest in?
As per Scripbox experts, Tata Index Fund Sensex (G) is a Neutral fund. You can investTata Index Fund Sensex (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Tata Index Fund Sensex (G)?
The expense ratio of the Tata Index Fund Sensex (G) is 0.59% for regular plan.