Tata S&P BSE Sensex Index Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 22.79 | 13.71 | 15.28 | 11.01 |
Average Rolling Returns(%) | 13.83 | 13.05 | 11.29 | 10.26 |
The Current NAV of Tata S&P BSE Sensex Index Fund - Regular Plan - Growth is ₹183.04.
You should look for a fund with better more consistent performance track record. 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 - Regular Plan - Growth fund’s expense ratio is 0.58%
The process for redemption is
The AUM of Tata S&P BSE Sensex Index Fund - Regular Plan - Growth is currently ₹311 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 - Regular Plan - Growth 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 - Regular Plan - Growth Fund is Index Funds - Sensex.
Sonam Udasi manages the Tata S&P BSE Sensex Index Fund - Regular Plan - Growth Fund.
Tata S&P BSE Sensex Index Fund - Regular Plan - Growth current PE ratio is 30.03 and PB ratio is 6.24
The asset allocation of Tata S&P BSE Sensex Index Fund - Regular Plan - Growth is Stocks : 99.92%, Debt : 0.06% and Gold : 0%
The minimum SIP amount for Tata S&P BSE Sensex Index Fund - Regular Plan - Growth is ₹150.00 and minimum lumpsum is ₹5000.00
The exit load for Tata S&P BSE Sensex Index Fund - Regular Plan - Growth is 0.25% on or before 7 days, Nil after 7 days