Tata Nifty 50 Index Fund -Regular Plan

Tata Nifty 50 Index Fund -Regular Plan is a scheme launched by Tata Mutual Fund on February 25, 2003, and falls under the Index fund category. It currently manages an AUM of Rs 1,296.46 crore. The fund permits investments with a minimum SIP of Rs 150 and a lump sum of Rs 5000. It charges an expense ratio of 0.52% for managing the portfolio.

• Investing Strategy:

  The investment objective of the Scheme is to reflect/mirror the market returns with a minimum tracking error.

• Performance:

  Tata Nifty 50 Index Fund -Regular Plan trailing returns over different times are -0.54% (1 year), 12.51% (3 year) and 17.43% (5 year). The average annual return of this fund stands at 6.29%.