Tata Nifty Capital Markets Index Fund-Reg (G)

Tata Nifty Capital Markets Index Fund-Reg (G) is a scheme launched by Tata Mutual Fund on October 30, 2024, and falls under the Index fund category. It currently manages an AUM of Rs 308.35 crore. The fund permits investments with a minimum SIP of Rs 5000 and a lump sum of Rs 5000. It charges an expense ratio of 1.09% for managing the portfolio.

• Investing Strategy:

  The investment objective of the scheme is to provide returns, before expenses, that commensurate with the performance of Nifty Capital Markets Index (TRI), subject to tracking error.

• Performance:

  Tata Nifty Capital Markets Index Fund-Reg (G) trailing returns over different times are 0% (1 year), 0% (3 year) and 0% (5 year). The average annual return of this fund stands at 5.35%.