Tata BSE Sensex Index Fund B

Fund Card

Value Research Rating

Unrated

₹23.3046

As on 06-Apr-2015

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Returns

Calculate SIP Returns of Tata BSE Sensex Index Fund B

Upfront Investment

Monthly SIP Amount

Investment Duration

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Risk

This fund has risk.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

As per SEBI's Riskometer.

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Portfolio of Tata BSE Sensex Index Fund B

Asset Allocation

Market Cap Weightage

Portfolio Breakdown

Peer Comparison

Fund name	Risk		Base Expense Ratio (%)
ICICI Prudential Nifty Next 50 Index Fund Invest Now	Very High	loading...	0.59
UTI Nifty Next 50 Index Fund - Regular Plan Invest Online	Very High	loading...	0.70
DSP Nifty 50 Equal Weight Index Fund - Regular Plan	Very High	loading...	0.82
HDFC NIFTY Next 50 Index Fund - Regular Plan Invest Online	Very High	loading...	0.56
SBI Nifty Next 50 Index Fund - Regular Plan Invest Online	Very High	loading...	0.59

Detailed Comparison

Other details of Tata BSE Sensex Index Fund B

Assets

Exit Load (Days)

Min. Investment (₹)

Min. Withdrawal (₹)

Min. SIP Investment (₹)

Min. No of Cheques

More Details

About Tata BSE Sensex Index Fund B

Tata BSE Sensex Index Fund B is a equity mutual fund scheme of Tata Mutual Fund. Launched on February 25, 2003, it is currently managed by . The fund has an expense ratio of --% with an overall AUM (Assets Under Management) of ₹385 Cr.

Tata BSE Sensex Index Fund- Plan B is mandated to invest at least 80 per cent of its assets in large-cap stocks at all times. Being passively managed, it replicates the portfolio of its chosen benchmark index. The fund allows minimum lumpsum investment of ₹-- and minimum SIP of ₹--.

Suitability

Large-cap funds are suitable for investors:

Seeking exposure in large-cap stocks for moderately high returns
Aiming for long-term wealth creation
With a 5+ year investment horizon
Who are at ease with the market's ups and downs

Note:

Invest only through SIP
Being passively managed, the fund replicates the portfolio of its chosen benchmark index

Latest news on Tata BSE Sensex Index Fund B

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FAQ for Tata BSE Sensex Index Fund B

How to Invest in Tata BSE Sensex Index Fund B?

Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Tata BSE Sensex Index Fund B through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Tata BSE Sensex Index Fund B can be bought from the Tata Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.