Tata Nifty Auto Index Fund Direct Growth

Tata Nifty Auto Index Fund Direct Growth

Equity

Tata Mutual Fund

Index Funds

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.

₹10.70

▲0.7%1D

NAV as on 21 May 2025

6.54%/per year

Since Inception

Absolute Gain%

▲▼

888 people have invested ₹ 25.6L 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
-
79Cr
0.44%
1.76%
-
6.54%
HDFC BSE Sensex Index Fund Direct Growth
1/7
8,290Cr
0.2%
11.19%
15.66%
13.32%
Kotak Nifty Next 50 Index Fund Direct Growth
1/12
596Cr
0.1%
-1.37%
20.76%
17.15%
Navi Nifty 50 Index Fund Direct Growth
1/17
2,922Cr
0.06%
11.12%
16.23%
13.2%
See all

Tata Nifty Auto Index Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit

Total Corpus

0

Absolute Return
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Tata Nifty Auto Index Fund Asset Allocation

See fund asset allocation details as on (13-May-25)

Fund Distribution

as on (13-May-25)

Equity 100%

Debt & Cash 0%

Large cap
85.1%
Mid cap
14.9%
Mid Cap allocation has gone up from 14.9% to 14.9%
Mid Cap allocation has gone up from 14.9% to 14.9%
Large Cap allocation has gone up from 84.9% to 85.1%
Large Cap allocation has gone up from 84.9% to 85.1%
Cash allocation has gone down from 0.2% to 0%
Cash allocation has gone down from 0.2% to 0%

Tata Nifty Auto Index Fund Sector Allocation

See fund sector allocation details as on (13-May-25)

Sector Allocation

Equity 100%

Debt & Cash 0%

Consumer Cyclical
97.3%
Industrial
2.7%

Top 2 Sectors in April were Consumer Cyclical, Industrial

Apr'25

Consumer Cyclical

94%

Industrial

6%

Mar'25

Consumer Cyclical

94%

Industrial

6%

Tata Nifty Auto Index Fund Holdings Details

as on (30-Apr-25)

Equity

Holdings
Weight%
1M Change
Mahindra & Mahindra Ltd
24.6%
5.2%
Maruti Suzuki India Ltd
15.25%
5.2%
Tata Motors Ltd
12.74%
5.2%
Bajaj Auto Ltd
8.44%
5.2%
Eicher Motors Ltd
7.25%
5.2%
See all
Top Stocks bought last month
Mahindra & Mahindra Ltd's allocation increased from 23.4% to 24.6%
Mahindra & Mahindra Ltd's allocation increased from 23.4% to 24.6%
TVS Motor Co Ltd's allocation increased from 5.63% to 5.95%
TVS Motor Co Ltd's allocation increased from 5.63% to 5.95%
MRF Ltd's allocation increased from 2.26% to 2.56%
MRF Ltd's allocation increased from 2.26% to 2.56%
Top Stocks sold last month
Tata Motors Ltd's allocation decreased from 13.95 % to 12.74 %
Tata Motors Ltd's allocation decreased from 13.95 % to 12.74 %
Bajaj Auto Ltd's allocation decreased from 8.66 % to 8.44 %
Bajaj Auto Ltd's allocation decreased from 8.66 % to 8.44 %
Eicher Motors Ltd's allocation decreased from 7.28 % to 7.25 %
Eicher Motors Ltd's allocation decreased from 7.28 % to 7.25 %

Tata Nifty Auto Index Fund Direct Growth Overview

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

Expense ratio0.44%
Benchmark
Nifty Auto TR INR
AUM₹79 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 ₹79 Cr worth of assets under management (AUM) as on Apr 2025 and is less than category average.
  2. The fund has an expense ratio 0.4.

Returns

Tata Nifty Auto Index Fund Direct Growth has given a CAGR return of 6.54% since inception. Over the last 1 year the fund has given a CAGR return of 1.76%.

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
Apr'25
Mar'25
Feb'25
AUM
₹ 79.4 Cr
₹ 72.2 Cr
₹ 70.2 Cr
  • AUM of the fund stands at 79.4 Cr as of Apr'25
  • AUM increased by 7.2 Cr between Apr'25 and Mar'25

Frequently Asked Questions for Tata Nifty Auto Index Fund Direct Growth

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

The current NAV of Tata Nifty Auto Index Fund Direct Growth is ₹10.7 as on 21-May-2025.

What are the average returns of Tata Nifty Auto Index Fund Direct Growth?

Existing (Absolute + CAGR) as on 21-May-2025.
Tata Nifty Auto Index Fund Direct Growth
Absolute Returns
CAGR Returns
1 Month Returns
8.56%
8.56%
6 Month Returns
2.08%
2.08%
1 Year Returns
1.76%
1.76%
3 Years Returns
0%
0%

How do I invest in Tata Nifty Auto Index Fund Direct Growth?

With INDmoney, the process of investing is very simple and involves zero commission.
  • Click Buy on the fund name.
  • Input the amount you are looking to invest.
  • Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
  • Select your bank account and proceed with Payment.

What is the expense ratio of Tata Nifty Auto Index Fund Direct Growth?

0.44% as on April 2025

What is net assets under management (AUM) of Tata Nifty Auto Index Fund Direct Growth?

₹79 Cr as on April 2025

What are the top 5 holdings of Tata Nifty Auto Index Fund Direct Growth?

Mahindra & Mahindra Ltd(24.6%), Maruti Suzuki India Ltd(15.25%), Tata Motors Ltd(12.74%), Bajaj Auto Ltd(8.44%), Eicher Motors Ltd(7.25%) as on April 2025

What is the alpha of Tata Nifty Auto Index Fund Direct Growth?

The alpha ratio for the Tata Nifty Auto Index Fund Direct Growth for various period is as follows:
Fund Name
Alpha 1 Year
Alpha 3 Years
Alpha 5 Years
Tata Nifty Auto Index Fund Direct Growth
-0.54
-
-
As on April 2025
The alpha for Tata Nifty Auto Index Fund Direct Growth is calculated against Nifty Auto TR INR. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.

What is the beta of Tata Nifty Auto Index Fund Direct Growth??

The Beta ratio for the Tata Nifty Auto Index Fund Direct Growth for various period is as follows:
Fund Name
Beta 1 Year
Beta 3 Years
Beta 5 Years
Tata Nifty Auto Index Fund Direct Growth
0.99
-
-
As on April 2025
The Beta for Tata Nifty Auto Index Fund Direct Growth is calculated with Nifty Auto TR INR. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.

What is the sharpe ratio of Tata Nifty Auto Index Fund Direct Growth?

The sharpe ratio for the Tata Nifty Auto Index Fund Direct Growth for various period is as follows:
Fund Name
Sharpe Ratio 1 Year
Sharpe Ratio 3 Years
Sharpe Ratio 5 Years
Tata Nifty Auto Index Fund Direct Growth
-0.22
-
-
As on April 2025
The sharpe ratio for Tata Nifty Auto Index Fund Direct Growth is calculated with Nifty Auto TR INR. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.

What is the standard deviation of Tata Nifty Auto Index Fund Direct Growth?

The standard deviation for the Tata Nifty Auto Index Fund Direct Growth for various period is as follows:
Fund Name
Standard Deviation 1 Year
Standard Deviation 3 Years
Standard Deviation 5 Years
Tata Nifty Auto Index Fund Direct Growth
21.97
-
-
As on April 2025
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.

What is the exit load of Tata Nifty Auto Index Fund Direct Growth?

The Exit load of Tata Nifty Auto Index Fund Direct Growth is 0.25%