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OmniAsset › Mutual funds › Tata Nifty Auto Index Fund

Tata Nifty Auto Index Fund

Index Fund fund benchmarked to NIFTY Auto Index (TRI).. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202612.7727
CategoryIndex Fund
PlanDirect · Idcw
Launched8 Apr 2024
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1NIFTY Auto Index (TRI).
Expense ratiodirect plan, a year0.50%
Growth of ₹10,000₹12,61730 Apr 2024 to 2 Sep 2026
₹13,358₹12,229₹11,100₹9,971₹8,842Apr 2024Nov 2024Jun 2025Feb 2026Sep 2026
₹12,617 (+10.4% a year) Tata Nifty Auto Index Fund

Performance (trailing, annualised)

1Y annualised9.84%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,25,8579.14%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202523.72%

Rolling returns

Rolling 1Y · average69 windows since 6 May 202511.25%
Rolling 1Y · median14.10%
Rolling 1Y · worst window-9.31%
Rolling 1Y · best window32.41%
Rolling 1Y · windows positive78%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)20.30%
Downside deviation (3Y)14.24%
Maximum drawdown-28.36%

Management

Fund manager1. Nitin Sharma, 2. Rakesh Prajapati
Managing since1 Jul 2025

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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