Tata Nifty200 Alpha 30 Index Fund Regular Growth
- Index Funds
- Index Funds
- Very High Risk
Explore On
Rating:
Key Metrics
Aum
₹198.54 Cr
Expense Ratio
0.90%
Exit Load
0.25%
Min. Investment
₹5,000.00
Min. SIP
₹100.00
Launch Date
5 Sep 2024
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +2.51% | -- |
| 3 Months | +6.29% | -- |
| 6 Months | +5.87% | -- |
| 1 Year | +3.28% | +3.28% |
| 2 Years | -- | 0% |
| 3 Years | -- | 0% |
| 5 Years | -- | 0% |
| Since Launch | -11.55% | -6.41% |
Holdings as on 14 July 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Hitachi Energy India | 13.27 | 6.71 |
| Multi Commodity Exchange Of India | 10.55 | 5.33 |
| Laurus Labs | 10.19 | 5.15 |
| Aditya Birla Capital | 9.85 | 4.98 |
| L&T Finance | 8.45 | 4.27 |
| Polycab India | 7.80 | 3.94 |
| National Aluminium Company Ltd | 7.66 | 3.87 |
| Cummins India | 7.30 | 3.69 |
| Canara Bank | 6.80 | 3.44 |
| Max Financial Services | 6.68 | 3.37 |
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 |
|---|---|---|---|
| ICICI Prudential Nifty Auto Index Fund Regular Growth | +15.03% | +20.22% | -- |
| UTI BSE Sensex Index Fund Regular Growth | -5.21% | +6.69% | -- |
| ICICI Prudential Nifty200 Value 30 Index Fund Regular Growth | +15.32% | -- | -- |
| Tata Nifty200 Alpha 30 Index Fund Regular Growth | +3.28% | -- | -- |
| Nippon India Nifty IT Index Fund Regular Growth | -22.05% | -- | -- |
Results are calculated on CAGR basis
About Fund
The investment objective of the scheme is to provide returns, before expenses, that commensurate with the performance of Nifty200 Alpha 30 Index (TRI), subject to tracking error.
The Tata Nifty200 Alpha 30 Index Fund Regular Growth has an AUM of 198.54 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 0.90%. The minimum investment in Tata Nifty200 Alpha 30 Index Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are High & Low respectively.
The fund has a present cash holding of %. The top holdings of the fund include Hitachi Energy India, Multi Commodity Exchange Of India, Laurus Labs, Aditya Birla Capital.
The major sectors where the fund is invested are Regional Banks, Electronic Instr. & Controls, Consumer Financial Services, Investment Services.
Some of the similar funds are ICICI Prudential Nifty Auto Index Fund Regular Growth, UTI BSE Sensex Index Fund Regular Growth, ICICI Prudential Nifty200 Value 30 Index Fund Regular Growth, Tata Nifty200 Alpha 30 Index Fund Regular Growth, Nippon India Nifty IT Index Fund Regular Growth. Tata Nifty200 Alpha 30 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 Nifty200 Alpha 30 Index Fund Regular Growth has a High risk & Low return.
Tata Nifty200 Alpha 30 Index Fund Regular Growth is managed by Rakesh Prajapati,Nitin Sharma.
The expense ratio of Tata Nifty200 Alpha 30 Index Fund Regular Growth is 0.90%.
The 5 year annualized return on Tata Nifty200 Alpha 30 Index Fund Regular Growth is 0.00% & it has generated 3.28% in the last 1 year.
The minimum investment in Tata Nifty200 Alpha 30 Index Fund Regular Growth is 5000 Rs.
Tata Nifty200 Alpha 30 Index Fund Regular Growth has an AUM of 198.54 crores.
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