Mutual Funds

Tata Nifty Capital Markets Index Fund - Regular Plan Growth Option

Tata Mutual FundIndexVery High Risk
₹14.5-0.02 (-0.14%)

NAV as on 2026-07-17 · Equity · Index

AUM

₹873 Cr

1Y Return

+15.2%

3Y CAGR

-

5Y CAGR

-

Expense

0.90%

Risk

Very High

Tata Nifty Capital Markets Index Fund
₹14.5-0.14%

1Y Return

+15.2%

3Y CAGR

-

5Y CAGR

-

Since Inception

+24.4%

AI Fund Analysis

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NAV History

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52-Week NAV Range

₹11.09
₹15.27

82% from 52W low

Fund Information

IndexEquitySince 30-10-2024

Fund House

Tata Mutual Fund

Category

Equity - Index

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Equity100.3%

Market Cap Split

Large Cap40.1%
Mid Cap30.9%
Small Cap34.0%

Top Holdings

19 stocks
Weight1M Change
1

BSE Ltd

Financial Services

21.87%+7.2%
2

Multi Commodity Exchange of India Ltd

Financial Services

17.93%+7.2%
3

HDFC Asset Management Co Ltd

Financial Services

13.07%+7.2%
4

360 One Wam Ltd Ordinary Shares

Financial Services

6.36%+7.2%
5

Central Depository Services (India) Ltd

Financial Services

5.36%+7.2%
6

Angel One Ltd Ordinary Shares

Financial Services

4.73%+7.2%
7

Nippon Life India Asset Management Ltd Ordinary Shares

Financial Services

4.25%+7.2%
8

Computer Age Management Services Ltd Ordinary Shares

Technology

4.20%+7.2%
9

Anand Rathi Wealth Ltd

Financial Services

3.63%+7.2%
10

Billionbrains Garage Ventures Ltd

Financial Services

3.11%+7.2%

Sector Allocation

Weight1M Change
Financial Services
93.4%+100%
Technology
7.0%+14%

Fundamentals

P/E Ratio

45.43

Cat avg: 24.50

P/B Ratio

11.52

Cat avg: 3.98

Dividend Yield

1.16%

Cat avg: 1.53%

Price/Sale

19.35

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
Tata Nifty Capital Markets Idx Reg Gr8730.90+15.2%--
Groww Nifty SmCp 250MomtQul100IdxRgGr-----
UTI Nifty 50 Index Fund Reg Gr28,6850.38-2.3%+8.2%+9.8%
HDFC Nifty 50 Index23,7030.46-2.4%+8.1%+9.7%
ICICI Pru Nifty 50 Index Reg Gr16,8390.35-2.4%+8.1%+9.7%
SBI Nifty Index Reg Gr13,6460.40-2.4%+8.0%+9.6%
ICICI Pru Nifty Next 50 Index Gr9,4760.59+4.7%+17.3%+12.9%
UTI Nifty200 Momentum 30 Index Reg Gr8,5410.93-2.6%+12.0%+10.7%
HDFC BSE Sensex Index8,4850.37-4.4%+6.3%+8.9%
UTI Nifty Next 50 Index Reg Gr7,0020.84+4.8%+17.4%+12.9%

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹873 Cr
Expense Ratio0.90%
Volatility (3Y)-
Sharpe Ratio-
Sortino Ratio-
Beta-
Min SIP₹500
Min Lumpsum₹5,000
Holdings19

Risk-o-Meter

Low

Moderate

High

Very High

Rated as Very High risk

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.