TATA Nifty G-SEC Dec 2029 Index Fund Growth
What This Strategy Does
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Fund Performance
Benchmark Performance Comparison
Risk Profile
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Core Investment Theme
Provides exposure to India's sovereign debt through a portfolio tracking the Nifty G-Sec Dec 2029 Index. This index comprises government bonds maturing in December 2029, offering a defined holding period and predictable cash flows.
Portfolio Holdings Overview
Top Stock Holdings
Fund House Management
The asset management company’s track record, AUM scale, and fund manager credentials.
Fund Manager Track Record
Amit Somani
Lead Portfolio Manager
Mr. Amit Somani has experience of 23 years. Manages 108 funds at Tata Asset Management Pvt Ltd with an AUM of approximately ₹165 Cr Holds a PGDBM degree.
Murthy Nagarajan
Co-Portfolio ManagerMr. Murthy Nagarajan has experience of 30 years. Manages 80 funds at Tata Asset Management Pvt Ltd with an AUM of approximately ₹4,617 Cr Holds a PGPMS degree.
CW Expert Take
Tata AMC reflects the group's values-based approach to business. Their investment process emphasizes ESG integration and governance quality alongside financial metrics. The fund house takes measured positions, avoiding excessive concentration while maintaining conviction in quality franchises across equity and credit portfolios.
52 years
Combined Team Experience
₹ 4,782 Cr
Assets Under Management
Firm Overview
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Regulatory & Tax Information
Capital Gain Tax | Taxed as per Income Tax Slab
Tax Implications (India)