Tata Nifty Auto Index Fund Regular Growth
- Index Funds
- Index Funds
- Very High Risk
Rating:
Key Metrics
Aum
₹109.14 Cr
Expense Ratio
1.03%
Exit Load
0.25%
Min. Investment
₹5,000.00
Min. SIP
₹500.00
Launch Date
26 Apr 2024
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -11.78% | -- |
| 3 Months | -8.22% | -- |
| 6 Months | -5.4% | -- |
| 1 Year | -7.66% | -7.66% |
| 2 Years | -- | -3.56% |
| 3 Years | -- | 0% |
| 5 Years | -- | 0% |
| Since Launch | +10.12% | +4.01% |
Holdings as on 9 Oct 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Mahindra & Mahindra Ltd | 24.84 | 22.75 |
| Maruti Suzuki India | 14.98 | 13.72 |
| Bajaj Auto | 11.39 | 10.43 |
| Eicher Motors | 9.29 | 8.51 |
| TVS Motor Company | 8.65 | 7.92 |
| Samvardhana Motherson International | 6.40 | 5.86 |
| Hero Motocorp | 6.00 | 5.49 |
| Tata Motors Passenger Vehicles Ltd | 5.48 | 5.01 |
| Bharat Forge | 4.76 | 4.36 |
| Ashok Leyland | 4.26 | 3.90 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.00
Sharpe Ratio
0.00%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| LIC MF Nifty Next 50 Index Growth | -0.42% | +14.54% | +9.35% |
| DSP Nifty Private Bank Index Fund Regular Growth | -2.49% | -- | -- |
| Tata Nifty Auto Index Fund Regular Growth | -7.66% | -- | -- |
| ICICI Prudential Nifty 500 Index Fund Regular Growth | -6.75% | -- | -- |
| Bandhan Nifty Smallcap 250 Index Fund Regular Growth | +2.45% | -- | -- |
Results are calculated on CAGR basis
About Fund
The investment objective of the scheme is to provide returns, before expenses, that are in line with the performance of Nifty Auto Index (TRI), subject to tracking error.
The Tata Nifty Auto Index Fund Regular Growth has an AUM of 109.14 crores & has delivered CAGR of 0.00 in the last 5 years. The fund has an exit load of 0.25% and an expense ratio of 1.03%. The minimum investment in Tata Nifty Auto Index Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are High & respectively.
The fund has a present cash holding of %. The top holdings of the fund include Mahindra & Mahindra Ltd, Maruti Suzuki India, Bajaj Auto, Eicher Motors.
The major sectors where the fund is invested are Auto & Truck Manufacturers, Recreational Products, Auto & Truck Parts, Misc. Fabricated Products.
Some of the similar funds are LIC MF Nifty Next 50 Index Growth, DSP Nifty Private Bank Index Fund Regular Growth, Tata Nifty Auto Index Fund Regular Growth, ICICI Prudential Nifty 500 Index Fund Regular Growth, Bandhan Nifty Smallcap 250 Index Fund Regular Growth. Tata Nifty Auto Index Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.
FAQs
According to the morning star rating Tata Nifty Auto Index Fund Regular Growth has a High risk & return.
Tata Nifty Auto Index Fund Regular Growth is managed by Rakesh Prajapati,Nitin Sharma.
The expense ratio of Tata Nifty Auto Index Fund Regular Growth is 1.03%.
The 5 year annualized return on Tata Nifty Auto Index Fund Regular Growth is 0.00% & it has generated -7.66% in the last 1 year.
The minimum investment in Tata Nifty Auto Index Fund Regular Growth is 5000 Rs.
Tata Nifty Auto Index Fund Regular Growth has an AUM of 109.14 crores.
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