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Tata BSE Sensex Index Fund
Fund Overview
| AUM (Fund size) | ₹414 Cr |
| Exit load | 0.25% |
| Lock-in Period | Nil |
| Age | 22 yrs 9 m since Feb 20, 2003 |
| Benchmark | BSE Sensex TRI |
| Min. investment | SIP: ₹3000 & Lumpsum: ₹10000 |
| Expense ratio | 0.58% as on Oct 31, 2025 |
| Plan type | Regular |
| Risk | Very High |
| Short term capital gains (STCG) | Returns taxed at 20% if you redeem before 1 year |
| Long term capital gains (LTCG) | After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5% |
Peer Comparison
| Fund Name | 1M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| Tata BSE Sensex Index Fund | 1.34% | 5.61% | 11.57% | 12.52% | 14.6% | 13.16% |
| DSP Nifty 50 Equal Weight Index Fund | 0.6% | 7.55% | 14.55% | 17.48% | 20.3% | 10.29% |
| Sundaram Nifty 100 Equal Weight Fund | 0.41% | 5.97% | 10.63% | 17.6% | 18.85% | 12.52% |
| Nippon India Nifty Next 50 Junior BeES FoF | 0.23% | 4.33% | 4.61% | 18.24% | 18.45% | 9.67% |
| DSP Nifty Next 50 Index Fund | 0.22% | 4.26% | 4.43% | 18.04% | 18.29% | 10.4% |
| UTI Nifty Next 50 Index Fund | 0.2% | 4.16% | 4.47% | 17.9% | 18.11% | 9.46% |
| Fund Name | Std. deviation | Beta | Sharpe | Sortino |
|---|---|---|---|---|
| Tata BSE Sensex Index Fund | 11.25 | 0.91 | 0.51 | 0.85 |
| DSP Nifty 50 Equal Weight Index Fund | 12.97 | 1.02 | 0.80 | 1.13 |
| Sundaram Nifty 100 Equal Weight Fund | 14.32 | 1.13 | 0.75 | 1.18 |
| Nippon India Nifty Next 50 Junior BeES FoF | 17.55 | 1.30 | 0.69 | 0.94 |
| DSP Nifty Next 50 Index Fund | 17.81 | 1.32 | 0.67 | 0.93 |
| UTI Nifty Next 50 Index Fund | 17.80 | 1.32 | 0.66 | 0.92 |
| Fund Name | AUM | Fund Age | Expense Ratio |
|---|---|---|---|
| Tata BSE Sensex Index Fund | 414 Cr | 22 yrs 9 m | 0.58% |
| DSP Nifty 50 Equal Weight Index Fund | 2,391 Cr | 8 yrs 1 m | 0.96% |
| Sundaram Nifty 100 Equal Weight Fund | 131 Cr | 26 yrs 5 m | 1.08% |
| Nippon India Nifty Next 50 Junior BeES FoF | 631 Cr | 6 yrs 9 m | 0.29% |
| DSP Nifty Next 50 Index Fund | 1,180 Cr | 6 yrs 9 m | 0.64% |
| UTI Nifty Next 50 Index Fund | 5,941 Cr | 7 yrs 5 m | 0.79% |