Tata S&P BSE Sensex Index Fund 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.
Expense ratio | 0.27% |
Benchmark | S&P BSE SENSEX TR INR |
AUM | ₹326 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹5000/₹150 |
Exit Load | 0.25% |
Lock In | No Lock-in |
TurnOver | 3.79% |
Size breakup
Tata S&P BSE Sensex Index Fund Direct Plan | Absolute Returns | CAGR Returns |
1 Month Returns | 0.37% | 0.37% |
6 Month Returns | 10.43% | 10.43% |
1 Year Returns | 21.87% | 21.87% |
3 Years Returns | 52.58% | 15.12% |
5 Years Returns | 92.88% | 14.04% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Tata S&P BSE Sensex Index Fund Direct Plan | -0.36 | -0.46 | -0.28 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Tata S&P BSE Sensex Index Fund Direct Plan | 1 | 0.99 | 0.98 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Tata S&P BSE Sensex Index Fund Direct Plan | 1.63 | 0.75 | 0.57 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Tata S&P BSE Sensex Index Fund Direct Plan | 10.43 | 12.76 | 18.09 |