Tata Nifty Auto Index Fund Direct Growth

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

-0.4%1D

NAV as on 13 Jun 2025

4.81%/per year

Since Inception

Absolute Gain%

872 people have invested ₹ 23.4L in Tata Nifty Auto Index Fund Direct Growth in the last three months

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
Inception Returns
Tata Nifty Auto Index Fund
-
83Cr
0.5%
-7.74%
-
4.81%
HDFC BSE Sensex Index Fund Direct Growth
1/7
8,290Cr
0.2%
9.76%
15.92%
13.37%
Kotak Nifty Next 50 Index Fund Direct Growth
1/12
596Cr
0.1%
-1.87%
21.86%
17.28%
Navi Nifty 50 Index Fund Direct Growth
1/17
2,922Cr
0.06%
9.82%
16.69%
13.37%

Tata Nifty Auto Index Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

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Total Investment

0

Profit


Total Corpus

0

Absolute Return

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%

Large cap
85%

Mid cap
15%

Large Cap allocation has gone down from 85.1% to 85%
Large Cap allocation has gone down from 85.1% to 85%
Mid Cap allocation has gone up from 14.9% to 15%
Mid Cap allocation has gone up from 14.9% to 15%
Cash allocation has gone up from 0% to 0.1%
Cash allocation has gone up from 0% to 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%

Consumer Cyclical
97%
Industrial
3%

Top 2 Sectors in May were Consumer Cyclical, Industrial

May'25

Consumer Cyclical

94%

Industrial

6%

Apr'25

Consumer Cyclical

94%

Industrial

6%

Tata Nifty Auto Index Fund Holdings Details

as on (31-May-25)

Equity

Holdings
Weight%
1M Change
Mahindra & Mahindra Ltd
23.9%
-0.4%
Maruti Suzuki India Ltd
14.65%
-0.4%
Tata Motors Ltd
13.6%
-0.4%
Bajaj Auto Ltd
8.65%
-0.4%
Eicher Motors Ltd
6.64%
-0.4%
Top Stocks bought last month
Tata Motors Ltd's allocation increased from 12.74% to 13.6%
Tata Motors Ltd's allocation increased from 12.74% to 13.6%
Samvardhana Motherson International Ltd's allocation increased from 3.72% to 4.09%
Samvardhana Motherson International Ltd's allocation increased from 3.72% to 4.09%
Hero MotoCorp Ltd's allocation increased from 4.71% to 5.07%
Hero MotoCorp Ltd's allocation increased from 4.71% to 5.07%
Top Stocks sold last month
Mahindra & Mahindra Ltd's allocation decreased from 24.6 % to 23.9 %
Mahindra & Mahindra Ltd's allocation decreased from 24.6 % to 23.9 %
Maruti Suzuki India Ltd's allocation decreased from 15.25 % to 14.65 %
Maruti Suzuki India Ltd's allocation decreased from 15.25 % to 14.65 %
Eicher Motors Ltd's allocation decreased from 7.25 % to 6.64 %
Eicher Motors Ltd's allocation decreased from 7.25 % to 6.64 %

Tata Nifty Auto Index Fund Direct Growth Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio0.5%
Benchmark
Nifty Auto TR INR
AUM₹83 Cr
Inception Date26 April, 2024
Min Lumpsum/SIP₹5000/₹100
Exit Load
0.2%
Lock InNo Lock-in
TurnOver
0%
STCGSelling mutual fund before 1 year, returns taxed at 20%.
LTCGAfter 1 year, 12.5% tax on returns over ₹1.25 lakh/year.
Risk
Risk meter
pointer
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

  1. 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.
  2. 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 benefit
Dividends 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.

Learn more about Tata Mutual Fund
Parameters
May'25
Apr'25
Mar'25
AUM
₹ 82.8 Cr
₹ 79.4 Cr
₹ 72.2 Cr
  • 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

Frequently Asked Questions for Tata Nifty Auto Index Fund Direct Growth

How do I invest in Tata Nifty Auto Index Fund?

INDmoney makes it simple to invest in the Tata Nifty Auto Index Fund. To do so, follow the steps below:
  • 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.

What is the current NAV of Tata Nifty Auto Index Fund?

The NAV of the fund today is ₹10.55. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Tata Nifty Auto Index Fund fund has generated a return of -7.74% in 1 year

Who is the fund manager of Tata Nifty Auto Index Fund?

The fund managers are .

What is the exit load of the fund?

The exit load is 0.25% if redeemed in 0-15 Days. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 0.50%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹83 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Tata Nifty Auto Index Fund?

The top 3 holdings of the fund are Mahindra & Mahindra Ltd(23.9%), Maruti Suzuki India Ltd(14.65%), Tata Motors Ltd(13.6%)