OtherIndex FundsDirect · Growth
Tata Nifty Capital Markets Index Fund - Direct Plan Growth Option
Tata · Scheme 152951
₹14.47▼ 0.05%NAV · 2026-09-18
Strong FundScore
AUM
₹913 cr
Expense ratio
0.66%
3Y CAGR
—
Risk level
Very High
Min SIP
₹100
Benchmark
Underlying index
Fund manager: Kapil MenonExit load: Exit load of 0.25%, if redeemed within 15 days
Strong · 72/100
A high-quality fund that scores well on the factors that matter.
🎯 Best held for the long term (5+ years) as part of a diversified portfolio.
📈 Why it could do well
- ✓Low cost — 0.66% expense ratio means more of the return stays with you.
- ✓1Y return: +18.6%
📉 What could drag it down
- •High volatility (28% a year) — expect big swings up and down.
- •Short track record — not enough history yet to judge long-term performance; treat the score as provisional.
- •Sharpe ratio: 0.67
- •Volatility: 28% annualised
FundScore breakdown
72/100 · Strong
Returns
Excellent
Consistency
Average
Risk-adjusted
Weak
Downside protection
Decent
Cost efficiency
Excellent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.