Tata Nifty Auto Index Fund Direct Growth
Get the latest NAV of Tata Nifty Auto Index Fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹10.55
1D
NAV as on 13 Jun 2025
4.81%/per year
Since Inception
▲▼
872 people have invested ₹ 23.4L in Tata Nifty Auto Index Fund Direct Growth in the last three months
Peer comparison
Tata Nifty Auto Index Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Tata Nifty Auto Index Fund Asset Allocation
See fund asset allocation details as on (14-Jun-25)
Fund Distribution
as on (14-Jun-25)
Equity 99.9%
Debt & Cash 0.1%
Tata Nifty Auto Index Fund Sector Allocation
See fund sector allocation details as on (14-Jun-25)
Sector Allocation
Equity 99.9%
Debt & Cash 0.1%
Top 2 Sectors in May were Consumer Cyclical, Industrial
Consumer Cyclical
94%
Industrial
6%
Consumer Cyclical
94%
Industrial
6%
Tata Nifty Auto Index Fund Holdings Details
as on (31-May-25)
Equity
Tata Nifty Auto Index Fund Direct Growth Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.5% |
Benchmark | Nifty Auto TR INR |
| AUM | ₹83 Cr |
| Inception Date | 26 April, 2024 |
| Min Lumpsum/SIP | ₹5000/₹100 |
Exit Load | 0.2% |
| Lock In | No Lock-in |
TurnOver | 0% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
About Tata Nifty Auto Index Fund
Tata Nifty Auto Index Fund Direct Growth is an equity fund. This fund was started on 26 April, 2024. The fund is managed by . The fund could potentially beat inflation in the long-run.
Key Parameters
- Tata Nifty Auto Index Fund Direct Growth has ₹83 Cr worth of assets under management (AUM) as on May 2025 and is less than category average.
- The fund has an expense ratio 0.5.
Returns
Tata Nifty Auto Index Fund Direct Growth has given a CAGR return of 4.81% since inception. Over the last 1 year the fund has given a CAGR return of -7.74%.
Holdings
Tata Nifty Auto Index Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Consumer Cyclical, Industrial. Its top holdings are Mahindra & Mahindra Ltd, Maruti Suzuki India Ltd, Tata Motors Ltd, Bajaj Auto Ltd, Eicher Motors Ltd
Taxation
As it is a index funds mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Tata Nifty Auto Index Fund Direct Growth
The investment objective of the scheme is to provide returns, before expenses, that are in line with the performance of Nifty Auto Index (TRI), subject to tracking error.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 100.00. Tata Nifty Auto Index Fund Direct Growth has no lock in period.
- AUM of the fund stands at 82.8 Cr as of May'25
- AUM increased by 3.3 Cr between May'25 and Apr'25
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Frequently Asked Questions for Tata Nifty Auto Index Fund Direct Growth
How do I invest in Tata Nifty Auto Index Fund?
- Download the INDmoney app.
- Search for ‘Tata Nifty Auto Index Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.