Tata Nifty Auto Index Fund - Direct Plan does not yet have a 5-year performance history.
The average return for funds is 61.66% .
The largest portfolio holding is MAHINDRA AND MAHINDRA LTD with a portfolio weight of 23.58% .
The fund currently owns more than 17 stocks.
The top 10 holdings account for 88.58% of total assets.
Based on portfolio allocation, this fund appears highly concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 23.10% | 2.52% |
| 2 Year Return | N/A | 14.81% |
| 3 Year Return | N/A | 41.29% |
| 4 Year Return | N/A | 54.54% |
| 5 Year Return | N/A | 61.66% |
| 6 Year Return | N/A | 80.31% |
| 7 Year Return | N/A | 90.53% |
| Expense Ratio | 0.40% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Consumer Discretionary |
23.58%
|
|
| 2 | Consumer Discretionary |
14.43%
|
|
| 3 | Consumer Discretionary |
9.92%
|
|
| 4 | Auto - 2 & 3 Wheelers |
8.39%
|
|
| 5 | Consumer Discretionary |
7.87%
|
|
| 6 | Consumer Discretionary |
5.52%
|
|
| 7 | Consumer Discretionary |
5.43%
|
|
| 8 | Consumer Discretionary |
5.18%
|
|
| 9 | Materials |
4.56%
|
|
| 10 | Industrials |
3.70%
|
|
| 11 | Consumer Discretionary |
2.77%
|
|
| 12 | Forgings |
2.68%
|
Minimum Purchase: ₹5,000
Exit Load: 0.25% of the applicable NAV, if redeemed on or before 15 days from the date of allotment.
Lock-in: 1
Risk: Moderate Risk
Tata Nifty Auto Index Fund - Direct Plan is managed by TATA .
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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