How to check the XIRR of Tata Nifty Auto Index Fund - Regular Plan - IDCW Payout?

You can track the exact XIRR and portfolio overlapping of Tata Nifty Auto Index Fund - Regular Plan - IDCW Payout alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for Tata Nifty Auto Index Fund - Regular Plan - IDCW Payout?

Use the MutualSaathi Portfolio Analyzer to compare Tata Nifty Auto Index Fund - Regular Plan - IDCW Payout with other funds, PMS, and AIFs to detect hidden stock overlaps.

Tata NIFTY Auto Index Fund - Regular Plan - IDCW Payout

TATA Mutual Fund

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

Fund13.03%

Cat. Avg.2.61%

Fund3.85%

Cat. Avg.3.39%

FundN/A

Cat. Avg.10.42%

FundN/A

Cat. Avg.11.16%

10Y

FundN/A

Cat. Avg.11.44%

Fund8.48%

Cat. Avg.7.02%

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	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	MAHINDRA & MAHINDRA LTD	Equity	Listed	Large Cap	Automobiles	22.56	23.16%
2	MARUTI SUZUKI INDIA LTD	Equity	Listed	Large Cap	Automobiles	15.24	15.64%
3	BAJAJ AUTO LTD	Equity	Listed	Large Cap	Automobiles	8.86	9.09%
4	EICHER MOTORS LTD	Equity	Listed	Large Cap	Automobiles	8.01	8.22%
5	TVS MOTOR COMPANY LTD	Equity	Listed	Large Cap	Automobiles	6.69	6.86%
6	TATA MOTORS PASSENGER VEHICLES LTD	Equity	Listed	Large Cap	Automobiles	6.07	6.23%
7	SAMVARDHANA MOTHERSON INTERNATIONAL LTD	Equity	Listed	Large Cap	Auto Components	5.39	5.54%
8	HERO MOTOCORP LTD	Equity	Listed	Mid Cap	Automobiles	5.12	5.26%
9	BHARAT FORGE LTD	Equity	Listed	Mid Cap	Auto Components	4.70	4.83%
10	ASHOK LEYLAND LTD	Equity	Listed	Mid Cap	Agricultural, Commercial & Construction Vehicles	3.71	3.81%

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SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	61078	+1.8%	+3.7%
2Y	07 Aug, 24	1.20 L.	1.30 L.	+8.5%	+8.4%
SI	07 May, 24	1.35 L.	1.47 L.	+8.9%	+7.8%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	21 Jul, 25	1 L.	1.12 L.	+12.3%	N/A
2Y	22 Jul, 24	1 L.	1.07 L.	+6.6%	+3.3%
SI	30 Apr, 24	1 L.	1.20 L.	+19.8%	+8.5%

SIP Planner

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Monthly SIP Amount

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Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

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Max: 500%

Initial Lumpsum

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Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP 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.