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Tata Index Sensex Direct Tata Index Sensex Direct Tata Index Sensex Direct Tata Index Sensex Direct - Get latest updates on NAV, Dividends, Returns, Performance, Risks & Portfolio. Invest now! Paisabazaar INR 5000 1 rating rating rating rating rating Tata Index Sensex Direct 4 5

Equity Large Cap

PLAN: GROWTH TYPE : OPEN-ENDED OPTION: Growth

1 Yr return

3.91%

3 Yrs CAGR returns

6.6%

5 Yrs CAGR returns

7.1%

NAV as on 06 Aug

₹ 97.68 by 0.94 ( 0.98%)

Expense ratio

0.05

Exit load

0.25%

Fund Size (Cr)

₹ 12.11


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Performance Graph*
Returns Calculator
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If ₹5000 invested for 1

Estimated returns*

₹ 0

with % annual returns

Direct Funds
Estimated amount
₹ 10,27,000
Regular Funds
Estimated amount
₹ 9,91,000

* The calculator, based on assumed rate of returns, is meant for illustration purposes only.More

The calculations are not based on any judgments of the future return and should not be construed as promise on minimum returns. Information gathered and material used in this calculator is believed to be from reliable sources. Paisabazaar however does not warrant the accuracy, reasonableness and/or completeness of any such information. While utmost care has been exercised while preparing the calculator, Paisabazaar does not warrant the completeness or guarantee that the achieved computations are flawless and/or accurate and disclaims all liabilities, losses and damages arising out of the use or in respect of anything done in reliance of the calculator.

investment objective

The scheme aims to provide medium to long term capital gains, by investing in equity shares of only those companies comprised in the BSE Sensex and in the same proportion as that of the index, regardless of their investment merit.

Tax Implications

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

riskometer
Top Holdings
Top 10 Sectors %
Financial 37.59
Energy 16.9
Technology 15.39
FMCG 11.08
Automobile 4.17
Construction 4.09
Communication 3.46
Others 2.39
Chemicals 1.96
Health Care 1.31
Top 10 Sectors %
Crude Oil & Natural Gas 14.14
Banking 11.82
Housing Finance 7.94
Computer Software 7.22
Banking 5.89
Computer Software 5.68
Cosmetics & Toiletries 5.25
Banking 4.36
Tobacco Prod. 4.29
Telecom.Services 3.46
Fund house details
Fund House Tata Mutual Fund
Fund Manager Sonam Udasi
Fund Setup Date 01 Jan 2013
Address 9th Floor, Mafatlal Centre, Nariman Point, undefined
Contact 1800 209 0101
Email ID service@tataamc.com