Tata Nifty Financial Services Index Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.00
• Std Deviation 0.00%
• Tracking Error 0.00%

The investment objective of the scheme is to provide returns, before expenses, that is commensurate with the performance of Nifty Financial Services Index (TRI), subject to tracking error.

The Tata Nifty Financial Services Index Fund Regular Growth has an AUM of 87.07 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 1.11%. The minimum investment in Tata Nifty Financial Services 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 Medium & Exceptional respectively.

The top holdings of the fund include HDFC Bank, ICICI Bank, AXIS Bank Ltd & State Bank of India.

The major sectors where the fund is invested are Regional Banks, Consumer Financial Services, Insurance (Life) & Investment Services.

Some of the similar funds are ICICI Prudential Nifty Pharma Index Fund Regular Growth, LIC MF BSE Sensex Index Growth, Tata Nifty Financial Services Index Fund Regular Growth, HDFC Nifty Top 20 Equal Weight Index Fund Regular Growth, Motilal Oswal Nifty MidSmall Financial Services Index Fund Regular Growth. Tata Nifty Financial Services Index Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.