Tata S&P BSE Sensex Index Fund

Other | Index Funds
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Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹150 ₹5,000 0.27 % 4★ ₹169 10 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹150 ₹5,000 0.27 %
Min SIP Min Lumpsum Expense Ratio
4★ ₹169 Cr 10 Years
Rating Fund Size Fund Age

Scheme Objective

To provide medium to long term capital gains

Scheme Performance

Returns and Ranks ( as on 02 December 2022 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns 8.6% 16.2% 14.8% 13.1%
Category Average 9.0% 16.9% 15.2% -

Scheme Allocation

Holding
Sector
Asset
Reliance Industr
12.74%
HDFC Bank
9.51%
ICICI Bank
9.16%
Infosys
8.15%
H D F C
6.48%
Others
53.96%
Banks
30.37%
Petroleum Products
12.74%
Finance
10.72%
Consumer Durables
3.68%
Automobiles
3.67%
Others
38.82%
Equity
99.54%
Reverse Repos
0.6%
Net Curr Ass/Net Receivables
-0.16%
Others
0.02%

Fund House Details

Tata Mutual Fund

Tata S&P BSE Sensex Index Fund

Fund Manager
Sonam Udasi

Exit Load

Exit Load 0.25% - If redeemed/switched out within 7 days from the date of allotment. Nil - If redeemed/switched out after 7 days from the date of allotment.

Advance Ratio

0 1.14 0.99 -0
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

AMC Contact Details

Tata Mutual Fund
AUM:
88,392 Cr
Address:
1903, B-Wing, Parinee Crescenzo, G-Block, Bandra Kurla Complex, Bandra East Mumbai - 400051
Contact:
6657 8282.
Email ID:
service@tataamc.com

Frequently Asked Questions

You can invest in Tata S&P BSE Sensex Index Fund in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Tata S&P BSE Sensex Index Fund in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
The Tata S&P BSE Sensex Index Fund has delivered 13.1% since inception
The NAV of Tata S&P BSE Sensex Index Fund is ₹163.0 as of 02 December 2022.
The expense ratio of Tata S&P BSE Sensex Index Fund is 0.27 % as of 02 December 2022.
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
Invest Now