Tata S&P BSE Sensex Index Fund
150
Min SIP
5,000
Min Lumpsum
0.27 %
Expense Ratio
Rating
226
Fund Size (in Cr)
10 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 13.6% | 25.2% | 13% | 12.5% | ||||
| Category Average | 14% | 25% | 13.5% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Reliance Industr
HDFC Bank
ICICI Bank
H D F C
Infosys
Others
Advance Ratio
-0.03
Alpha
4.09
SD
0.99
Beta
0.2
Sharpe
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. |
|---|
Fund Objective
To provide medium to long term capital gains
Fund Managers
Sonam Udasi
Boasting combined expertise of over 24 years in equity research, Sonam Udasi has served Tata Asset Management as a senior fund manager since 2016. He had joined back in 2014 as Head Research. Before joining Tata, he served IDBI Capital Market Services as the Research Head for four years. He presently manages assets over INR 12,800 crores across schemes like Tata Retirement Savings Fund, Tata India Consumer Fund, etc.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Other .
- Index .
-
- 10,614
-
12.7%Fund Size - 10,614
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25.8%Fund Size - 10,614
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12.6%Fund Size - 10,614
-
- Other .
- Index .
-
- 4,465
-
12.7%Fund Size - 4,465
-
25.7%Fund Size - 4,465
-
12.5%Fund Size - 4,465
-
- Other .
- Index .
-
- 753
-
12.7%Fund Size - 753
-
25.7%Fund Size - 753
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12.5%Fund Size - 753
-
- Other .
- Index .
-
- 425
-
13.8%Fund Size - 425
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25.7%Fund Size - 425
-
13.1%Fund Size - 425
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- Other .
- Index .
-
- 59
-
12.7%Fund Size - 59
-
25.4%Fund Size - 59
-
12.3%Fund Size - 59
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
How to invest in Tata S&P BSE Sensex Index Fund ?
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"
What is the NAV of Tata S&P BSE Sensex Index Fund ?
The NAV of Tata S&P BSE Sensex Index Fund is ₹163 as of 31 May 2023.
How to redeem Tata S&P BSE Sensex Index Fund holding ?
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”.
What is the minimum sip amount of Tata S&P BSE Sensex Index Fund?
The minimum SIP amount of Tata S&P BSE Sensex Index Fund is ₹150
What are the top sectors Tata S&P BSE Sensex Index Fund has invested in??
The top sectors Tata S&P BSE Sensex Index Fund has invested in are
- Reliance Industr - 12%
- HDFC Bank - 10.69%
- ICICI Bank - 9.2%
- H D F C - 7.28%
- Infosys - 6.51%
How much returns have Tata S&P BSE Sensex Index Fund generated ?
The Tata S&P BSE Sensex Index Fund has delivered 12.5% since inception
What is the expense ratio of Tata S&P BSE Sensex Index Fund ?
The expense ratio of Tata S&P BSE Sensex Index Fund is 0.27 % as of 31 May 2023.
What is the AUM of Tata S&P BSE Sensex Index Fund?
The AUM of Tata S&P BSE Sensex Index Fund is ₹88,392 Cr as of 31 May 2023
What are the top stock holdings of Tata S&P BSE Sensex Index Fund?
The top stock holdings of Tata S&P BSE Sensex Index Fund are
- Reliance Industr - 12%
- HDFC Bank - 10.69%
- ICICI Bank - 9.2%
- H D F C - 7.28%
- Infosys - 6.51%