Tata BSE Sensex Index Growth Direct Plan
SIP amount
Min. ₹150
Lumpsum amount
Min. ₹5,000

Tata BSE Sensex Index Growth Direct Plan

NAV
₹204.8993
+0.31%
(19 Nov)
AUM
364 Cr
TER
0.26%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+30.8%
+30.5%
+29.8%
+29.6%
+18.9%
3Y
+20.6%
+20.5%
+20.7%
+20.6%
+10.2%
5Y
NA
+27.3%
+28.9%
NA
+14.8%
ALL
+25.5%
+28.2%
+28.9%
+19.7%
+13.1%
VOL
16.4%
18.9%
20.2%
18.5%
16.2%
TER
0.4%
0.3%
0.4%
0.3%
0.3%
AUM
₹285 Cr
₹1,894 Cr
₹820 Cr
₹424 Cr
₹364 Cr
INFO
1.55
1.49
1.44
1.06
0.80
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Tata BSE Sensex Index (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Aug
Top holdings
HDFC Bank Ltd
13.1%
Reliance Industries Ltd
10.9%
ICICI Bank Ltd
9.2%
Infosys Ltd
7.5%
ITC Ltd
4.9%
Tata Consultancy Services Ltd
4.9%
Larsen & Toubro Ltd
4.6%
Bharti Airtel Ltd
4.5%
Axis Bank Ltd
3.5%
State Bank of India
3.3%
Top industry exposure
Financial Services
35.9%
Technology
15.4%
Energy
10.9%
Consumer Defensive
8.5%
Consumer Cyclical
8.0%
Other information
Minimum SIP
₹150
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
9%
Lock-in period
-
Exit load
• 0.25% for redemption within 7 days
Fund objective
The investment objective of the Scheme is to reflect/mirror the market returns with a minimum tracking error. The scheme does not assure or guarantee any returns.
Fund manager(s)
Kapil Menon

FAQs