Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60:40 Index Fund (G) Mutual fund

Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60:40 Index Fund (G)

Q: How to Invest in Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60:40 Index Fund through Rupeezy?

Go to the Rupeezy App Click on the Explore tab on the lower navigation bar. Select the category of funds, e.g., Equity - Large Cap or any other. View and compare all funds in the category on a Risk-Return graph. Select the fund you want to invest in. Choose Lumpsum or SIP. Select Investment Amount & make payment using UPI or Net Banking.

Q: Is Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60:40 Index Fund good?

The Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60:40 Index Fund has an AUM of ₹859.44 Cr as on 12/9/2024. The scheme has delivered CAGR returns for the past 3 years against a category average of 5.39%. The risk is Moderate against the category average of 17.05.

Q: Is Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60:40 Index Fund tax free?

Mutual fund taxation depends on the scheme type and investment holding period. Taxation on debt funds: Debt funds are those schemes that invest at least 65% of their corpus in SEBI-regulated debt instruments. For investments made after April 1, 2023, capital gains from debt funds are added to individual’s income and taxed at the relevant slab rate, irrespective of holding period.

Q: What is the lock-in period of Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60:40 Index Fund?

There is no lock-in period applicable on Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60:40 Index Fund.

Q: What is the expense ratio of Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60:40 Index Fund?

The expense ratio of Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60:40 Index Fund is 0.47%.

Debt

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Debt Index Fund

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Fund Details

Current NAV

₹11.81

Expense Ratio

0.47%

Min SIP

₹150

Fund Size

₹859Cr

Min Investment

₹5.00K

Lock In

Scheme Information Document

Exit load: Nil

Fund Performance

Alpha

-0.66%

Beta

0.07

Sharpe Ratio

-0.0575

Risk

1.81%

Above numbers are based upon past 3 years

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Holding Pattern

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Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60:40 Index Fund (G) FAQs

Q1. How to Invest in Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60:40 Index Fund through Rupeezy?

Q2. Is Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60:40 Index Fund good?

Q3. Is Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60:40 Index Fund tax free?

Q4. What is the lock-in period of Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60:40 Index Fund?

Q5. What is the expense ratio of Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60:40 Index Fund?

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