Tata Nifty Financial Services Index Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Tata Nifty Financial Services Index Fund Growth Fund Overview
SIP ₹100 & Lump. ₹5000
₹71 Cr
N/A
1.1
0.25% of the applicable NAV, if redeemed on or before 15 days from the date of allotment.
Nifty Financial Services Total Return
Tata Nifty Financial Services Index Fund Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -4.32 | -1.06 | 7.82 |
| 6M | 1.61 | 1.94 | 41.91 |
| 1Y | -6.94 | 3.03 | 50.92 |
| 3Y | 0.00 | 9.61 | 221.31 |
Portfolio Analysis
- Equity: 101.77%
- Debt: -1.77%
- Others
About Fund Tata Nifty Financial Services Index Fund Growth
Tata Nifty Financial Services Index Fund Growth managed by Tata Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹71 Crore. The fund benchmarks its performance against the Nifty Financial Services Total Return while maintaining an expense ratio of 1.1. 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Tata Nifty Capital Markets Index Fund Growth | 0 | 979 CR | 1.26 |
| Axis Nifty500 Value 50 Index Fund Growth | 0 | 235 CR | 1.34 |
| Tata Nifty Financial Services Index Fund Growth | 0 | 70 CR | 1.1 |
| ICICI Prudential Silver ETF Growth | 0 | 15,107 CR | 0.4 |
| HDFC Silver ETF Growth | 0 | 8,312 CR | 0.58 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundTata Nifty Capital Markets Index Fund Growth | 20.8134 | 0 |
| This FundAxis Nifty500 Value 50 Index Fund Growth | 3.7473 | 0 |
| This FundTata Nifty Financial Services Index Fund Growth | -6.9434 | 0 |
| This FundICICI Prudential Silver ETF Growth | 48.0771 | 221.1673 |
| This FundHDFC Silver ETF Growth | 47.29 | 221.3057 |
Tata Nifty Financial Services Index Fund Growth FAQs
- 1 Month : -4.32%
- 6 Months : 1.61%
- 1 Year : -6.94%
- 3 Years : 0.00%
