Tata BSE Sensex Index Fund - Plan B Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Tata BSE Sensex Index Fund - Plan B Growth Fund Overview

Min. investment

SIP ₹ & Lump. ₹1000000

AUM (Fund size)

₹7 Cr

Lock In Period

N/A

Expense Ratio

1.77

Exit Load

0.25% for redemption within 7 days of allotment.

Benchmark

BSE Sensex

Tata BSE Sensex Index Fund - Plan B Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.00-1.1013.95
6M0.000.4334.26
1Y0.003.28104.80
3Y0.0010.40224.90

Portfolio Analysis

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About Fund Tata BSE Sensex Index Fund - Plan B Growth

Tata BSE Sensex Index Fund - Plan B Growth managed by Tata Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹7 Crore. The fund benchmarks its performance against the BSE Sensex while maintaining an expense ratio of 1.77. Under the expert guidance of Sonam Udasi ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Sonam Udasi

Mr. Sonam has done B.Com and PGDBM (Finance). He has 16 years of work experience in Analyst position. From April 1st 2016 ,he has joined Tata Mutual fund as a Equity Head. Prior to this he worked with IDBI Capital Market Services Ltd as Head Research, BRICS Securities as Head - Consumer Vertical, Prime Securities as Head Research, JM Financial AMC as Senior Analyst and with ASK Raymond James as Lead Analyst.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Axis BSE Sensex Index Fund Growth054 CR0.9
Angel One Nifty Total Market Momentum Quality 50 ETF Growth015 CR
Kotak Nifty200 Value 30 Index Fund Growth013 CR1.48
HDFC Silver ETF Growth07,573 CR0.5
ICICI Prudential Silver ETF Growth013,863 CR0.4
Fund Name1Y3Y
This FundAxis BSE Sensex Index Fund Growth-2.43760
This FundAngel One Nifty Total Market Momentum Quality 50 ETF Growth00
This FundKotak Nifty200 Value 30 Index Fund Growth00
This FundHDFC Silver ETF Growth102.9528224.4952
This FundICICI Prudential Silver ETF Growth104.0441224.9011

Tata BSE Sensex Index Fund - Plan B Growth FAQs

Tata BSE Sensex Index Fund - Plan B Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Tata BSE Sensex Index Fund - Plan B Growth is 1.77. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Tata BSE Sensex Index Fund - Plan B Growth’s fund performance is as follows:
  • 1 Month : %
  • 6 Months : %
  • 1 Year : %
  • 3 Years : %
Returns of Tata BSE Sensex Index Fund - Plan B Growth are updated daily based on NAV of ₹ as on undefined NaN,NaN. Since inception, the return has been 0.00%.

You can invest in Tata BSE Sensex Index Fund - Plan B Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Tata BSE Sensex Index Fund - Plan B Growth is ₹7 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Tata BSE Sensex Index Fund - Plan B Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.