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Tata Nifty Capital Markets Index Fund Growth Return

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  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Tata Nifty Capital Markets Index Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹5000

AUM (Fund size)

₹792 Cr

Lock In Period

N/A

Expense Ratio

1.21

Exit Load

If redeemed or switched out on or before completion of 15 days from the date of allotment of units - 0.25%.If redeemed or switched out after completion of 15 days from the date of allotment of units - NIL.

Benchmark

N/A

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M3.05-0.1819.08
6M19.191.3634.78
1Y18.604.05105.88
3Y0.0011.11210.74

Portfolio Analysis

  • Equity: 100.56%
  • Debt: -0.56%
  • Others
As on: 2026-05-31
View allocation % by

1. BSE LTD23.86%
2. MULTI COMMODITY EXCHANGE OF IND LTD17.08%
3. INDIAN ENERGY EXCHANGE LTD2.31%

1. 360 ONE WAM LTD6.50%
2. ANGEL ONE LTD4.95%
3. COMPUTER AGE MANAGEMENT SERVICES LTD4.31%
4. ANAND RATHI WEALTH LTD3.33%
5. MOTILAL OSWAL FINANCIAL SERVICE LTD3.10%
6. NUVAMA WEALTH MANAGEMENT LTD2.71%
7. KFIN TECHNOLOGIES LTD2.59%

1. HDFC ASSET MANAGEMENT COMPANY LTD12.35%
2. NIPPON LIFE INDIA ASSET MANAGEMENT LTD4.44%
3. ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LTD2.80%
4. ADITYA BIRLA SUN LIFE AMC LTD1.75%
5. UTI ASSET MANAGEMENT COMPANY LTD0.90%

1. CENTRAL DEPOSITORY SERVICES (INDILTD5.02%

1. BILLIONBRAINS GARAGE VENTURES LTD (GROWW)2.56%

About Fund Tata Nifty Capital Markets Index Fund Growth

Tata Nifty Capital Markets Index Fund Growth managed by Tata Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹792 Crore. The fund benchmarks its performance against the while maintaining an expense ratio of 1.21. Under the expert guidance of Nitin Sharma ,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

Nitin Sharma

Mr. Nitin Sharma holds MFM, BAF(Bachelor of Commerce Accounting & Finance). Prior to joining the Tata MF, he was associated with Share India Securities Ltd, Sharekhan Ltd, Choice Equity Broking Pvt Ltd, Globe Capital Market Ltd. Angel Broking Ltd.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Groww Nifty Next 50 Index Fund Growth09.37 CR1.17
Groww Nifty Capital Markets ETF Growth038.43 CR
Tata Nifty Capital Markets Index Fund Growth0792.45 CR1.21
Aditya Birla Sun Life Silver ETF Growth03175.58 CR0.35
ICICI Prudential Silver ETF Growth015985.7 CR0.4
Fund Name1Y3Y
This FundGroww Nifty Next 50 Index Fund Growth00
This FundGroww Nifty Capital Markets ETF Growth00
This FundTata Nifty Capital Markets Index Fund Growth18.60050
This FundAditya Birla Sun Life Silver ETF Growth105.6609210.1616
This FundICICI Prudential Silver ETF Growth105.8233210.7437

Tata Nifty Capital Markets Index Fund Growth FAQs

Tata Nifty Capital Markets Index 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 Nifty Capital Markets Index Fund Growth is 1.21. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Tata Nifty Capital Markets Index Fund Growth’s fund performance is as follows:
  • 1 Month : 3.05%
  • 6 Months : 19.19%
  • 1 Year : 18.60%
  • 3 Years : 0.00%
Returns of Tata Nifty Capital Markets Index Fund Growth are updated daily based on NAV of ₹ 14.9085 as on Jul 10,2026. Since inception, the return has been 0.00%.

You can invest in Tata Nifty Capital Markets Index 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 Nifty Capital Markets Index Fund Growth is ₹792 crore. It changes based on market performance, inflows, and outflows.

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