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Tata Nifty Capital Markets Index Fund(G)-Direct Plan

Tata Nifty Capital Markets Index Fund(G)-Direct Plan

Index FundsDirect GrowthHigh Risk

+29.17%

1Y annualised

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Buy, Hold or Sell?

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NAV : 27 Aug 2026

₹14.87

Min. SIP amount

₹100

Fund size (AUM)

913 Cr

Expense ratio

0.51%

Launched on

24 Oct 2024

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
4,63,259

Stock Allocation

Stock nameSectorAllocation
Hdfc Asset Management Company LtdFinance15.22%
Multi Commodity Exchange Of Ind LtdFinance13.61%
Bse LtdFinance8.54%

Fund Composition

913 Cr

Large Cap

16.10%

Mid Cap

53.92%

Small Cap

30.27%

Sector Allocation

913 Cr

Finance

82.13%

Business Services

14.40%

Domestic Equities

1.92%

Power

1.75%

Minimum investments

Min. for SIP100
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

Exit load, stamp duty and tax

Exit load

0.25% on or before 15D

No exit load after holding period

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

NS

Nitin Sharma

Present

RP

Rakesh Prajapati

Present

Similar/Peer Fund Comparison

Fund name
I

ICICI Pru NASDAQ 100 Index Fund(G)-Direct Plan

+31.28%
A

Aditya Birla SL Nifty India Defence Index Fund(G)-Direct Plan

+0.00%
M

Motilal Oswal Nifty India Defence Index Fund(G)-Direct Plan

+0.00%
M

Motilal Oswal Nifty Capital Market Index Fund(G)-Direct Plan

+0.00%
T

Tata Nifty Capital Markets Index Fund(G)-Direct Plan

+0.00%
M

Motilal Oswal Nifty MidSmall Financial Services Index Fund(G)-Direct Plan

+0.00%
S

SBI BSE PSU Bank Index Fund(G)-Direct Plan

+0.00%
I

ICICI Pru Nifty Pharma Index Fund(G)-Direct Plan

+21.32%

FAQs

Tata Nifty Capital Markets Index Fund(G)-Direct Plan is a part of Tata Asset Management Private Limited, it was incepted on 24 Oct 2024. This fund is managed by Nitin Sharma and Rakesh Prajapati. It is a Index Funds type of fund.

The current NAV of Tata Nifty Capital Markets Index Fund(G)-Direct Plan is ₹14.87 (as of 27 Aug 2026).

Tata Nifty Capital Markets Index Fund(G)-Direct Plan has delivered 29.17% in 1 year, 0.00% in 3 years, and 0.00% in 5 years (annualised).

The minimum SIP amount for Tata Nifty Capital Markets Index Fund(G)-Direct Plan is ₹100.

The expense ratio of Tata Nifty Capital Markets Index Fund(G)-Direct Plan is 0.51%.

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