OriginFunds
Tata Mutual Fund

Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund -Direct Plan-IDCW-Payout

Open Ended Schemes(Other Scheme - Index Funds)Very High RiskISIN INF277KA1BN9
NAV · 06-Jul-2026
12.2577
1M
+1.94%
6M
+1.07%
1Y (CAGR)
+6.49%
3Y (CAGR)
5Y (CAGR)
Since inception (CAGR)
+9.14%

NAV history

10.1010.9011.6930-04-202403-07-202612.14
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Risk & SIP analytics

Volatility (3y)
17.09%
Downside dev (3y)
13.45%
Max drawdown (3y)
-21.3%
Calendar-year returns
2025 +8.5%

Fund facts

AUM₹1,257 Cr
Expense ratio0.39% · 2026-05-31
TER · AMFI officialDirect 0.49% · Regular 1.04% (2026-06-30)
Launch date08-Apr-2024
Plan typeOpen Ended · Others
Min lumpsumRs 5000/- and in multiple of Re.1/- thereafter
Lock-inNone
Volatility17.04
AMCTata Asset Management Limited

Objective · The investment objective of the scheme is to provide returns, before expenses, that is commensurate with the performance of Nifty500 Multicap India Manufacturing 50:30:20 Index (TRI), subject to tracking error. There is no assurance or guarantee that the investment objective of the scheme will be achieved. The scheme does not assure or guarantee any returns.

scheme documents ↗