Tata S&P BSE Sensex Index Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 26.04 | 14.95 | 14.62 | 12.27 |
Average Rolling Returns(%) | 14.54 | 13.28 | 12.72 | 12.73 |
The Current NAV of Tata S&P BSE Sensex Index Fund - Growth - Direct Plan is ₹194.70.
You can consider SIP in Tata S&P BSE Sensex Index Fund - Growth - Direct Plan as it has consistently outperformed the benchmark and has a Very good quality portfolio. However, funds returns unlikely to be different than its benchmark S&P BSE SENSEX, as the Funds portfolio is similar to its benchmark.
Tata S&P BSE Sensex Index Fund - Growth - Direct Plan fund’s expense ratio is 0.27%
The process for redemption is
The AUM of Tata S&P BSE Sensex Index Fund - Growth - Direct Plan is currently ₹326 Crores.
The Top three stocks are HDFC Bank, Reliance Industries and ICICI Bank and account for 34% of its portfolio. Top 5 and 10 stocks of fund account for 46% and 66% of fund’s portfolio respectively.
Top three sectors of Tata S&P BSE Sensex Index Fund - Growth - Direct Plan fund are BFSI, IT and Oil & Gas accounting for 64% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Index Funds - Sensex 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 S&P BSE Sensex Index Fund - Growth - Direct Plan Fund is Index Funds - Sensex.
Sonam Udasi manages the Tata S&P BSE Sensex Index Fund - Growth - Direct Plan Fund.
Tata S&P BSE Sensex Index Fund - Growth - Direct Plan current PE ratio is 30.79 and PB ratio is 6.22
The asset allocation of Tata S&P BSE Sensex Index Fund - Growth - Direct Plan is Stocks : 99.64%, Debt : 0.35% and Gold : 0%
The minimum SIP amount for Tata S&P BSE Sensex Index Fund - Growth - Direct Plan is ₹150.00 and minimum lumpsum is ₹5000.00
The exit load for Tata S&P BSE Sensex Index Fund - Growth - Direct Plan is 0.25% on or before 7 days, Nil after 7 days