Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-1.04%
1 Month-13.58%
3 Months-11.47%
6 Months-9.38%
1 Year-2.59%
3 Years (CAGR)—
5 Years (CAGR)—
10 Years (CAGR)—
Since Inception (Sept 2024)-15.62%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-16.12%
3 Year SIP—
5 Year SIP—
Since Inception (Sept 2024)-14.71%
Fund Details
Fund HouseTata Mutual Fund
CategoryIndex Fund
Plan Typeregular
Optiongrowth
AUM₹196 Cr
Expense Ratio1.11%
Min SIP₹100
Min Lumpsum₹5,000
Launch Date11 Sept 2024
AMFI Code152834
Risk Metrics
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Sharpe Ratio
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Alpha
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Beta
—
Sortino
—
Std Dev
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Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Tata Nifty200 Alpha 30 Index Fund - Regular -Growth is a passively managed fund that tracks a specific market index, aiming to replicate its returns with minimal tracking error. Index funds offer low-cost, diversified exposure to the market with full transparency of holdings.
About This Fund
Tata Nifty200 Alpha 30 Index Fund - Regular -Growth is a Index Fund mutual fund offered by Tata Mutual Fund. The fund has been operational for over 1 years. It manages assets worth ₹196 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.11%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •Cost-conscious investors who prefer passive investing with low expense ratios
- •SIP investors who can benefit from rupee cost averaging during market fluctuations