Tata Nifty200 Alpha 30 Index Gr
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1–7 yearsInvestment Horizon
HNI,MATarget Segments
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation23.5%
Sharpe Ratio0.05
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Multi Commodity Exchange of India LtdFinancial Services5.10%
Bharat Heavy Electricals LtdCapital Goods5.10%
Laurus Labs LtdServices5.07%
Shriram Finance LtdFinancial Services4.80%
Vodafone Idea LtdServices4.67%
National Aluminium Co LtdCapital Goods4.62%
Adani Energy Solutions LtdUtilities4.38%
Samvardhana Motherson International LtdConsumers4.35%
Bharat Forge LtdCapital Goods4.35%
The Federal Bank LtdFinancial Services4.15%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.36%
Regulatory & Tax Information
INF277KA1CF3
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)