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Fund Facts
  • Name of Fund:
    Tata Nifty Realty Index
  • Opening:
    8th April 2024
  • Closing:
    22nd April 2024
  • Scheme Type:
    Open Ended Equity Index Funds
  • Minimum Investment:
    Rs 5,000/- and in multiple of Re.1/- thereafter.
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Not Applicable
  • Exit Road:
    0.25% of NAV if redeemed on or before 15 days from the date of allotment.
  • Thereafter:
    Nil

Fund Stats

Objective

The investment objective of the scheme is to provide returns, before expenses, that commensurate with the performance
of Nifty Realty (TRI), subject to tracking error.

  • Benchmark:

  • BSE REALTY

  • Fund Manager:

  • Kapil Menon

Asset Allocation

95-100% Securities covered by Nifty Realty Index
upto 5% Money Market
Comparable existing schemes
SBI Nifty Index Fund 9.81(6M) 29.32(1Y)
Not Available Not Available Not Available

Fund Prognosis

Idea Distiller

Real estate was the biggest gainer last fiscal and many believe it is a part of a bigger run. So the fund

  • Fund House AAUM:

  • Rs 14727150.03 Lakhs(as on 31st March, 2024)

  • Fund Manager:

  • Experience of above 18 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

For the pro risk investor, at the high end of the segment index, the oomph is high. Very.