Tata NIFTY Auto Index Fund - Regular Plan - Growth
Expense Ratio: 1.11
Risk: Very High
Other Scheme - Index Funds
Plan: Regular
Benchmark: Nifty Auto TRI
Inception: 08-04-2024
Exit Load: Nil
Fund Size:₹99.30 Cr
Performance
1Y
Fund11.42%
Cat. Avg.1.75%
2Y
Fund2.31%
Cat. Avg.2.72%
3Y
FundN/A
Cat. Avg.10.69%
5Y
FundN/A
Cat. Avg.10.71%
10Y
FundN/A
Cat. Avg.11.39%
SI
Fund8.05%
Cat. Avg.6.89%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | MAHINDRA & MAHINDRA LTD | 21.37 | 24.88% |
| 2 | MARUTI SUZUKI INDIA LTD | 13.07 | 15.21% |
| 3 | BAJAJ AUTO LTD | 7.87 | 9.17% |
| 4 | EICHER MOTORS LTD | 7.33 | 8.54% |
| 5 | TVS MOTOR COMPANY LTD | 6.39 | 7.44% |
| 6 | HERO MOTOCORP LTD | 5.32 | 6.19% |
| 7 | TATA MOTORS PASSENGER VEHICLES LTD | 5.02 | 5.84% |
| 8 | SAMVARDHANA MOTHERSON INTERNATIONAL LTD | 3.76 | 4.38% |
| 9 | BHARAT FORGE LTD | 3.61 | 4.21% |
| 10 | ASHOK LEYLAND LTD | 3.57 | 4.15% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 60497 | +0.8% | +1.7% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.29 L. | +7.4% | +7.5% |
| SI | 07 May, 24 | 1.35 L. | 1.46 L. | +7.8% | +7.0% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 1.11 L. | +11.4% | +11.4% |
| 2Y | 16 Jul, 24 | 1 L. | 1.05 L. | +4.7% | +2.3% |
| SI | 30 Apr, 24 | 1 L. | 1.19 L. | +18.7% | +8.1% |
SIP Planner
Visualize how small monthly investments grow over time.
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Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
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%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.