Tata Nifty Auto Index Fund - Direct Plan - IDCW Reinvestment

Open Ended Schemes(Other Scheme - Index Funds)Very High Riskvs Nifty Auto Index

NAV · 06-Jul-2026

₹12.4542

+3.72%

-5.91%

1Y (CAGR)

+13.29%

3Y (CAGR)

—

5Y (CAGR)

—

Since inception (CAGR)

+9.33%

NAV history

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Risk & SIP analytics

Volatility (3y)

20.60%

Downside dev (3y)

14.45%

Max drawdown (3y)

-28.4%

Calendar-year returns

2025 +23.7%

Vs benchmark — Nifty 50

3y monthly · 27 months of overlap

Beta

1.22

Alpha (p.a.)

+7.36%

Up capture

119.3%

Down capture

87.8%

Correlation

0.84

Fund facts

Fund managerRakesh Prajapati · Nitin Sharma

AUM₹968 Cr

Expense ratio0.4% · 2026-05-31

TER · AMFI officialDirect 0.50% · Regular 1.03% (2026-06-30)

Launch date08-Apr-2024

Plan typeOpen Ended · Others

Min lumpsum₹5,000

Min SIP₹100

Lock-inNone

Volatility20.61

AMCTata Asset Management Limited

Objective · The investment objective of the scheme is to provide returns, before expenses, that are in line with the performance of Nifty Auto Index (TRI), subject to tracking error.

scheme documents ↗