Tata Index Fund Nifty Direct Plan is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Sonam Udasi. The fund could potentially beat inflation in the long-run.
1) Tata Index Fund Nifty Direct Plan has a NAV of ₹103.5829 as on 30-06-2022.
2) Tata Index Fund Nifty Direct Plan has ₹265 Cr worth of assets under management (AUM) as on 31-05-2022 and is less than category average.
3) The fund has an expense ratio 0.16 %.
Expense ratio | 0.16% | |
Benchmark | IISL Nifty 50 TR INR | |
AUM | ₹265 Cr | |
Inception Date | 1 January, 2013 | |
Min Lumpsum/SIP | ₹5000/₹150 | |
Exit Load | 0.25% | |
Lock In | No Lock-in | |
TurnOver | 0% |
Financial Services | 35.6% |
Tech | 15.9% |
Energy | 14.3% |
Consumer Defensive | 8.3% |
Basic Materials | 7.2% |
Consumer Cyclical | 6.9% |
Health | 3.9% |
Industrial | 3.5% |
Communication | 2.3% |
Utilities | 2.1% |
Sonam Udasi is PG Diploma in Business Administration with a specialization in Finance
12 Years experience
Frequently Asked Questions