Tata Nifty 50 Index Fund Regular Plan

• Alpha -0.67%
• Beta 0.98
• Sharpe Ratio0.56
• Std Deviation 11.67%
• Tracking Error 0.67%

The investment objective of the Scheme is to reflect/mirror the market returns with a minimum tracking error. The scheme does not assure or guarantee any returns.

The Tata Nifty 50 Index Fund Regular Plan has an AUM of 1480.71 crores & has delivered CAGR of 14.45% in the last 5 years. The fund has an exit load of 0.25% and an expense ratio of 0.52%. The minimum investment in Tata Nifty 50 Index Fund Regular Plan is Rs 5000 and the minimum SIP is Rs 150.

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

The top holdings of the fund include HDFC Bank, Reliance Industries, ICICI Bank & Bharti Airtel.

The major sectors where the fund is invested are Regional Banks, Oil & Gas Operations, Software & Programming & Communications Services.

Some of the similar funds are Tata Nifty 50 Index Fund Regular Plan, SBI Nifty Smallcap 250 Index Fund Regular Growth, HDFC NIFTY50 Equal Weight Index Fund Regular Growth, Nippon India Nifty Alpha Low Volatility 30 Index Fund Regular Growth, DSP Nifty Top 10 Equal Weight Index Fund Regular Growth. Tata Nifty 50 Index Fund Regular Plan has a sharpe ratio of 0.56 & a standard deviation of 11.67%.