Tata Nifty 50 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 | 0.2% |
Benchmark | IISL Nifty 50 TR INR |
AUM | ₹677 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹5000/₹150 |
Exit Load | 0.25% |
Lock In | No Lock-in |
TurnOver | 5.09% |
Size breakup
Tata Nifty 50 Index Fund Direct Plan | Absolute Returns | CAGR Returns |
1 Month Returns | 0.54% | 0.54% |
6 Month Returns | 12.46% | 12.46% |
1 Year Returns | 25.22% | 25.22% |
3 Years Returns | 55.61% | 15.88% |
5 Years Returns | 96.05% | 14.41% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Tata Nifty 50 Index Fund Direct Plan | -0.3 | -0.21 | -0.19 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Tata Nifty 50 Index Fund Direct Plan | 1 | 1 | 0.98 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Tata Nifty 50 Index Fund Direct Plan | 1.89 | 0.82 | 0.58 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Tata Nifty 50 Index Fund Direct Plan | 10.52 | 12.83 | 18.24 |