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FAQ : Tata BSE Quality Index Fund - Growth - Direct Plan

Tata BSE Quality Index Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) N/A N/A N/A N/A
Average Rolling Returns(%) N/A N/A N/A N/A

The Current NAV of Tata BSE Quality Index Fund - Growth - Direct Plan is ₹11.50.

It is better to invest in a fund with a longer track record as Tata BSE Quality Index Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.

Tata BSE Quality Index Fund - Growth - Direct Plan fund’s expense ratio is 0.30%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Tata BSE Quality Index Fund - Growth - Direct Plan is currently ₹51 Crores.

The Top three stocks are Infosys, TCS and Hindustan Unilever and account for 19% of its portfolio. Top 5 and 10 stocks of fund account for 30% and 58% of fund’s portfolio respectively.

Top three sectors of Tata BSE Quality Index Fund - Growth - Direct Plan fund are FMCG, Capital Goods and IT accounting for 60% of the total portfolio.

Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Index Funds - Other it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Tata BSE Quality Index Fund - Growth - Direct Plan Fund is Index Funds - Other.

Nitin Sharma and Rakesh Prajapati manage the Tata BSE Quality Index Fund - Growth - Direct Plan Fund.

Tata BSE Quality Index Fund - Growth - Direct Plan current PE ratio is 35.62 and PB ratio is 14.62

The asset allocation of Tata BSE Quality Index Fund - Growth - Direct Plan is Stocks : 100.01%, Debt : -0.01% and Gold : 0%

The minimum SIP amount for Tata BSE Quality Index Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹5000.00

The exit load for Tata BSE Quality Index Fund - Growth - Direct Plan is 0.25% on or before 15 days, Nil after 15 days

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