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 | ₹701 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 | 1.61% | 1.61% |
6 Month Returns | 14.12% | 14.12% |
1 Year Returns | 24.52% | 24.52% |
3 Years Returns | 54.91% | 15.71% |
5 Years Returns | 105.93% | 15.54% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Tata Nifty 50 Index Fund Direct Plan | -0.28 | -0.22 | -0.18 |
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 | 1.64 | 0.85 | 0.58 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Tata Nifty 50 Index Fund Direct Plan | 10.37 | 12.79 | 18.23 |