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Tata Nifty Realty Index Fund - Direct Plan - Growth

Tata · Scheme 152570

9.16 2.39%NAV · 2026-08-05
23
Weak FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
Risk (SEBI)
Min SIP
Benchmark

NAV Growth

Loading NAV history…

Historical returns

PeriodReturn
1 Month+0.30%
3 Months+11.45%
6 Months+9.30%
1 Year-2.06%
3 Years (CAGR)
5 Years (CAGR)
10 Years (CAGR)
Since Launch-4.10%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns0
Consistency50
Risk-adjusted2
Downside protection27
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • Direct plan: no distributor commission

What to watch

  • 1Y return: -2.1%
  • 1Y return vs category: -7.5% vs category avg
  • Sharpe ratio: -0.24
  • Sortino ratio: -0.34

Risk metrics

Sharpe ratio
0.24
Sortino ratio
0.34
Volatility
28.35%
Max drawdown
-43.55%
Downside capture

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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