Tata NIFTY Auto Index Fund - Direct Plan - IDCW Payout
Expense Ratio: 0.5
Risk: Very High
Other Scheme - Index Funds
Plan: Direct
Benchmark: Nifty Auto TRI
Inception: 08-04-2024
Exit Load: Nil
Fund Size:₹99.30 Cr
Performance
1Y
Fund-4.32%
Cat. Avg.-0.92%
2Y
Fund0.12%
Cat. Avg.0.42%
3Y
FundN/A
Cat. Avg.9.27%
5Y
FundN/A
Cat. Avg.7.81%
10Y
FundN/A
Cat. Avg.11.35%
SI
Fund6.28%
Cat. Avg.5.56%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | MAHINDRA & MAHINDRA LTD | 22.56 | 23.16% |
| 2 | MARUTI SUZUKI INDIA LTD | 15.24 | 15.64% |
| 3 | BAJAJ AUTO LTD | 8.86 | 9.09% |
| 4 | EICHER MOTORS LTD | 8.01 | 8.22% |
| 5 | TVS MOTOR COMPANY LTD | 6.69 | 6.86% |
| 6 | TATA MOTORS PASSENGER VEHICLES LTD | 6.07 | 6.23% |
| 7 | SAMVARDHANA MOTHERSON INTERNATIONAL LTD | 5.39 | 5.54% |
| 8 | HERO MOTOCORP LTD | 5.12 | 5.26% |
| 9 | BHARAT FORGE LTD | 4.70 | 4.83% |
| 10 | ASHOK LEYLAND LTD | 3.71 | 3.81% |
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SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 57664 | -3.9% | -8.0% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.24 L. | +3.3% | +3.3% |
| SI | 07 May, 24 | 1.50 L. | 1.56 L. | +3.7% | +3.0% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 95679 | -4.3% | -4.3% |
| 2Y | 16 Oct, 24 | 1 L. | 1.00 L. | +0.2% | +0.1% |
| SI | 30 Apr, 24 | 1 L. | 1.16 L. | +16.2% | +6.3% |
SIP Calculator
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.