Tata Nifty Capital Markets Index Fund Regular-Growth
Equity, Sectoral-Other, Principal at very high risk
1 Year Return 13.72% at 30 Oct 2026 02:07 PM
Tata Nifty Capital Markets Index Fund Regular-Growth: Mutual Fund Overview
Tata Nifty Capital Markets Index Fund Regular-Growth is an Sectoral-Other mutual fund with over 2.02 years of performance history. The scheme manages an AUM of ₹964.34 Cr and has a NAV of ₹14.0137. It is rated 'Not Rated' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 13.72%.
Fund Details
NAV 14.0137
Sub-Type Sectoral-Other
Rating Not Rated
Min. SIP Amount ₹100.0
Fund Age(Year) 2.02
Fund Size(in Crores) 964.34
Fund Performance
1 Month 2.31%
3 Month -1.53%
6 Month -1.69%
1 Year 13.72%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 30 Oct 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (100.2%) Market Cap Mid Cap 47.61 Large Cap 30.03 Small Cap 22.56 Top Sectors Financial 55.77 Services 44.43 Top Holding Central Depository Services (India) 5.05 Angel One 4.01 MCX 18.88 Nippon Life India Asset Management 4.33 Motilal Oswal Financial Services 3.54 Anand Rathi Wealth 4.35 Billionbrains Garage Ventures 5.9 KFin Technologies 2.52 BSE 20.02 ICICI Prudential Asset Management Company 4.11 CAMS 3.62 IEX 1.91 HDFC AMC 10.44 Nuvama Wealth Management 2.99 360 One Wam 6.07 UTI Asset Mgmt 0.83 Aditya Birla AMC 1.63
Debt & Others (-0.2%) Sector Allocation Repo 0.3 Net Payables -0.5 Debt Credit Ratings Debt Category Others -0.2
Comparison with same funds
Equity, Flexi Cap funds Axis Nifty Capital Markets Index Fund Regular-Growth Ret 1M 2.31% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Edelweiss Nifty REITs & Realty Index Fund Regular-Growth Ret 1M -3.75% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Edelweiss Nifty REITs & Realty Index Fund Regular-IDCW Payout Ret 1M -3.75% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Edelweiss Nifty REITs & Realty Index Fund Regular-IDCW Reinvestment Ret 1M -3.75% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Groww Nifty Capital Markets ETF FoF Regular-Growth Ret 1M 1.77% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Groww Nifty Capital Markets ETF FoF Regular-IDCW Payout Ret 1M 1.77% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Groww Nifty Capital Markets ETF FoF Regular-IDCW Reinvestment Ret 1M 1.77% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds HDFC BSE REITS and Commercial Real Estate Index Fund Regular-Growth Ret 1M -4.28% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds HDFC BSE REITS and Commercial Real Estate Index Fund Regular-IDCW Ret 1M -4.28% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds HDFC BSE REITS and Commercial Real Estate Index Fund Regular-IDCW Reinvestment Ret 1M -4.28% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds HDFC Nifty Metal ETF FoF Regular-Growth Ret 1M -8.32% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.24%
Exit Load 0.25%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Kapil Menon
Education Mr. Menon has done B.Com
Experience He has been working with Tata Mutual Fund since 2006
Nitin Bharat Sharma
Education MFM, BAF(Bachelor of Commerce Accounting & Finance)
Experience Prior to joining the Tata MF, he was associated with Share India Securities Ltd, Sharekhan Ltd, Choice Equity Broking Pvt Ltd, Globe Capital Market Ltd. Angel Broking Ltd.
Rakesh Prajapati
Education Mr. Prajapati has done B.Com
Experience Prior to joining Tata Mutual Fund, he was working with ICICI Securities Ltd., JM Financial, Edelweiss Securities Ltd. and IDFC Securities Ltd
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 4
Date of Incorporation 2024-10-24
Total AUM 224588.36
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Take Your Next Step
Tata Nifty Capital Markets Index Fund Regular-Growth FAQs
How to invest in Tata Nifty Capital Markets Index Fund Regular-Growth?
Investing in Tata Nifty Capital Markets Index Fund Regular-Growth through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for Tata Nifty Capital Markets Index Fund Regular-Growth in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of Tata Nifty Capital Markets Index Fund Regular-Growth?
The term expense ratio for Tata Nifty Capital Markets Index Fund Regular-Growth or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of Tata Nifty Capital Markets Index Fund Regular-Growth is 1.24% as of 30 Oct 2026.
What is the NAV of Tata Nifty Capital Markets Index Fund Regular-Growth?
The NAV of Tata Nifty Capital Markets Index Fund Regular-Growth is ₹14.0137 as of 30 Oct 2026.
What is the AUM of Tata Nifty Capital Markets Index Fund Regular-Growth?
The AUM (Assets Under Management) of Tata Nifty Capital Markets Index Fund Regular-Growth is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Tata Nifty Capital Markets Index Fund Regular-Growth is ₹964.34 Cr as of 30 Oct 2026.
What is the PE and PB ratio of Tata Nifty Capital Markets Index Fund Regular-Growth?
The PE ratio of Tata Nifty Capital Markets Index Fund Regular-Growth shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in Tata Nifty Capital Markets Index Fund Regular-Growth?
Yes, you can invest in Tata Nifty Capital Markets Index Fund Regular-Growth through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of Tata Nifty Capital Markets Index Fund Regular-Growth in the last 5 years?
The return of Tata Nifty Capital Markets Index Fund Regular-Growth in the last 5 years is 0.0%.
What is the minimum SIP investment required in Tata Nifty Capital Markets Index Fund Regular-Growth?
The minimum SIP investment in Tata Nifty Capital Markets Index Fund Regular-Growth depends on the fund's scheme rules and usually starts at a small amount. For Tata Nifty Capital Markets Index Fund Regular-Growth, the minimum SIP amount is ₹100.0.
What is the current NAV of Tata Nifty Capital Markets Index Fund Regular-Growth?
The NAV of Tata Nifty Capital Markets Index Fund Regular-Growth, as of 30 Oct 2026, is ₹14.0137.
Who manages the Tata Nifty Capital Markets Index Fund Regular-Growth?
The fund managers responsible for Tata Nifty Capital Markets Index Fund Regular-Growth are:
- Kapil Menon
- Nitin Bharat Sharma
- Rakesh Prajapati