Tata Life Sciences and Technology Fund Growth Return

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Showing Funds Performance since Sep 07, 2020

Tata Life Sciences and Technology Fund Growth Fund Overview

Min. investment

SIP ₹150 & Lump. ₹5000

AUM (Fund size)

₹43 Cr

Lock In Period

N/A

Expense Ratio

2.5

Exit Load

1.00% of the applicable NAV If redeemed on or before expiry of 365 days from the date of allotment.

Benchmark

S & P 500 Index (New York)

Tata Life Sciences and Technology Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.000.3511.85
6M0.002.4318.79
1Y0.005.4237.73
3Y0.0015.16109.75

Portfolio Analysis

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About Fund Tata Life Sciences and Technology Fund Growth

Tata Life Sciences and Technology Fund Growth managed by Tata Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹43 Crore. The fund benchmarks its performance against the S & P 500 Index (New York) while maintaining an expense ratio of 2.5. Under the expert guidance of Bhupinder Sethi ,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

Bhupinder Sethi

Mr. Bhupinder holds a B.E. and an MBA from FMS, Delhi. He is associated with Tata Mutual Fund since 2005. Prior to this, he has worked with Jacob Ballas Capital India as Vice President for 2 years, with Dundee Mutual Funds as Fund Manager for 3 years.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
SBI Energy Opportunities Fund Growth58,646 CR1.85
NJ Momentum Fund Growth00 CR
ICICI Prudential Transportation and Logistics Fund Growth23,951 CR2.06
HDFC Transportation and Logistics Fund Growth01,955 CR2.15
Fund Name1Y3Y
This FundSBI Energy Opportunities Fund Growth8.01850
This FundNJ Momentum Fund Growth00
This FundICICI Prudential Transportation and Logistics Fund Growth18.438694.1077
This FundHDFC Transportation and Logistics Fund Growth18.6654102.469

Tata Life Sciences and Technology Fund Growth FAQs

Tata Life Sciences and Technology Fund 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 Life Sciences and Technology Fund Growth is 2.5. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Tata Life Sciences and Technology Fund Growth’s fund performance is as follows:
  • 1 Month : %
  • 6 Months : %
  • 1 Year : %
  • 3 Years : %
Returns of Tata Life Sciences and Technology Fund 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 Life Sciences and Technology Fund 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 Life Sciences and Technology Fund Growth is ₹43 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Tata Life Sciences and Technology Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.