Tata Nifty Capital Markets Index Fund Regular Growth
3Y Annualised
N/A
-2.21% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
1.17%
-2.21% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
1 years 12 months
5 years 3 months
9 years 7 months
Fund info
Fund size
₹476.22 Cr
Min. SIP amount
₹1000
Min. Lumpsum amount
₹5000
Exit load
0%
0.25% of the applicable NAV, if redeemed on or before 15 days from the date of allotment.
Risk Profile
Very High Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Mirae Asset Nifty Energy ETF
2nd
Aditya Birla Sun Life BSE India Infrastructure Index Fund Direct Payout Inc Dist cum Cap Wdrl
3rd
Aditya Birla Sun Life BSE India Infrastructure Index Fund Direct Growth
4th
Aditya Birla Sun Life BSE India Infrastructure Index Fund Regular Payout Inc Dist cum Cap Wdrl
5th
Aditya Birla Sun Life BSE India Infrastructure Index Fund Regular Growth
724th
Tata Nifty Capital Markets Index Fund Regular Growth
Fund Managers
About Tata Nifty Capital Markets Index Fund Regular Growth
Tata Nifty Capital Markets Index Fund Regular Growth is a Equity mutual fund scheme from Tata Asset Management Pvt Ltd. This fund has been in existence for 1 years, having been launched on 2024-10-24. Tata Nifty Capital Markets Index Fund Regular Growth has ₹476.22 Cr worth of assets under management (AUM) as of Tue Mar 03 2026. The latest Net Asset Value (NAV) of Tata Nifty Capital Markets Index Fund Regular Growth as of Mon Mar 02 2026 is ₹12.2332. The fund has an expense ratio of 1.12%, which is medium comparable to most other Equity funds.
Tata Nifty Capital Markets Index Fund Regular Growth returns for the last 1 year are 41.95%. Since launch, it has delivered 17.47% average annual returns.
The Tata Nifty Capital Markets Index Fund Regular Growth has the majority of its money invested in Financial Services, Technology sectors.
Top 5 Holdings of Tata Nifty Capital Markets Index Fund Regular Growth.
- BSE Ltd: 21.23%
- Multi Commodity Exchange of India Ltd: 17.92%
- HDFC Asset Management Co Ltd: 14.22%
- 360 One Wam Ltd Ordinary Shares: 8.01%
- Central Depository Services (India) Ltd: 6.53%
AMC Information
| Name | Tata Asset Management Pvt Ltd |
|---|---|
| Founding Date | 2024-10-24 |
| kiran@tataamc.com | |
| Phone | +91 22 6657 8282 |
| Website | www.tatamutualfund.com |
| Address | Tata Asset Management Private Limited,Mafatlal Centre, 9th Floor,,Nariman Point,,India |
Tax Implications of Tata Nifty Capital Markets Index Fund Regular Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
Similar Funds from Tata Asset Management Pvt Ltd
EquityLarge & Mid-Cap
3Y CAGR
13.22%
expense ratio
1.78%
fund size
₹8123.32 Cr
Fixed IncomeShort Duration
3Y CAGR
6.98%
expense ratio
1.17%
fund size
₹3282.35 Cr
AllocationEquity Savings
3Y CAGR
9.85%
expense ratio
1.14%
fund size
₹284.62 Cr
EquityMid-Cap
3Y CAGR
22.84%
expense ratio
1.83%
fund size
₹5356.22 Cr
EquityValue
3Y CAGR
20.14%
expense ratio
1.79%
fund size
₹8818.88 Cr
Calculate Your Returns
Estimated Returns in 1 Years (Based on past 1Y returns)
₹0
Total Amount
₹0

