Tata Index Fund - Nifty-Regular Plan




-0.27 (-0.3729 %)


CAGR Since Inception

14.96 %

S&P BSE India Bond Index

9.53 %

Funds Manager

Mr. Sonam Udasi

Mr. Udasi is a B.Com and also holds PGDM(Finance). Prior to joining Tata AMC he was associated with ASK Raymond James (Jun 2005-Jan 2006) as Lead Analyst (Reporting to Head Research), JM Financial AMC (Feb 2006-June 2007) as Senior Analyst (Reporting to CIO), Prime Securities (Aug 2007-Oct 2008) as Head Research (Reporting to President), BRICS Securities (Nov 2008-Apr 2010) as Consumer Vertical (Reporting to Head Equities) and IDBI Capital Market Services Ltd (Jun 2010-March 2014) as Head Research (Reporting to Executive VP).

Top 10 Stocks in portfolio (%)

Top 10 Sectors in portfolio (%)

Key Performance and Risk Statistics of Tata Index Fund - Nifty-Regular Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Tata Index Fund - Nifty-Regular Plan 13.39 0.43 0.32 0.85 - -
Index Fund - - - - - -