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Tata Nifty200 Alpha 30 Index Fund
EquityOther Index Funds
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Fund Details
- Expense Ratio: A charge to the mutual fund for handling your investments. It's a percentage of the fund's assets used for various expenses like administration and management.
- Exit Load : A fee paid to a mutual fund for leaving the investment early before a set period
- Lock In : Withdrawals are not allowed for this period
Current NAV
₹8.31
Total Expense Ratio
0.76%
Base Expense Ratio
NA
Min SIP
₹150
Fund Size
₹199Cr
Min Investment
₹5.00K
Lock In
NA
Scheme Information Document
Exit load: 0.25% on or before 15D
Fund Performance
- Alpha: Excess returns relative to market benchmark,
- Beta : Volatility of the scheme relative to its market benchmark
- Sharpe Ratio : Risk-adjusted returns
- Risk : Volatility of the fund
Alpha
-0.11%
Beta
1.00
Sharpe Ratio
-0.149287
Risk
NA
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(-4.68)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
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- Tata BSE Select Business Groups Index Fund
- HDFC Nifty LargeMidcap 250 Index Fund
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- Groww Nifty Midcap 150 Index Fund
- Groww Nifty PSU Bank Index Fund
- Angel One Nifty Total Market Index Fund
- DSP Nifty Top 10 Equal Weight Index Fund
- DSP Nifty500 Flexicap Quality 30 Index Fund
- Edelweiss Nifty REITs & Realty Index Fund
- ICICI Prudential Nifty Bank Index Fund
- Nippon India Nifty IT Index Fund
- JioBlackRock Nifty Midcap 150 Index Fund
- Axis BSE India Sector Leaders Index Fund
- Axis Nifty India Defence Index Fund
- Motilal Oswal Nifty MidSmall IT and Telecom Index Fund
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- HDFC NIFTY50 Equal Weight Index Fund
- HDFC NIFTY 100 Index Fund
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- HDFC BSE 500 Index Fund
- Tata Nifty Auto Index Fund
- Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund
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- ICICI Prudential Nifty 200 Momentum 30 Index Fund
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- Groww Nifty Non-Cyclical Consumer Index Fund
- Groww Nifty Smallcap 250 Momentum Quality 100 Index Fund
- Bandhan Nifty100 Low Volatility 30 Index Fund
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- DSP Nifty Bank Index Fund
- DSP Nifty Midcap 150 Index Fund
- SBI Nifty Smallcap 250 Index Fund
- SBI Nifty Midcap 150 Index Fund
- Kotak Nifty 200 Momentum 30 Index Fund
- Edelweiss Nifty Alpha Low Volatility 30 Index Fund
- Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund
- ICICI Prudential Nifty Smallcap 250 Index Fund
- HDFC Nifty500 Multicap 50:25:25 Index Fund
- Sundaram Nifty 100 Equal Weight Fund
- HDFC Nifty India Digital Index Fund
- Nippon India Nifty 50 Value 20 Index Fund
- Mirae Asset Nifty LargeMidcap 250 Index Fund
- Mirae Asset Nifty200 Momentum 30 Plus 8-13yr G-Sec 75:25 Index Fund
- Nippon India Nifty Smallcap 250 Index Fund
- Nippon India Nifty Alpha Low Volatility 30 Index Fund
- UTI Nifty Alpha Low-Volatility 30 Index Fund
- Axis Nifty 500 Index Fund
- Axis Nifty500 Quality 50 Index Fund
- Axis Nifty500 Low Volatility 50 Index Fund
- Aditya Birla Sun Life Nifty Smallcap 50 Index Fund
- Aditya Birla Sun Life Nifty Midcap 150 Index Fund
- Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund
- Motilal Oswal Nifty Midcap 150 Index Fund
- Motilal Oswal Nifty Smallcap 250 Index Fund
- Motilal Oswal Nifty 500 Index Fund
- Motilal Oswal BSE Financials ex Bank 30 Index Fund
- Motilal Oswal BSE Enhanced Value Index Fund
- Navi Nifty REITs & Realty Index Fund
- Edelweiss Nifty Smallcap 250 Index Fund
- UTI Nifty 500 Value 50 Index Fund
- Axis NIFTY IT Index Fund
- Axis Nifty Midcap 50 Index Fund
- UTI Nifty 500 Index Fund
- UTI Nifty200 Quality 30 Index Fund
- Axis Nifty Bank Index Fund
- Axis Nifty Smallcap 50 Index Fund
- Axis Nifty500 Momentum 50 Index Fund
- Axis Nifty50 Equal Weight Index Fund
- Axis Nifty Energy Index Fund
- Tata Nifty Realty Index Fund
- Kotak Nifty Alpha Low-Volatility 30 Index Fund
- Nippon India Nifty 500 Quality 50 Index Fund
- Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund
- UTI Nifty500 Shariah Index Fund
N
Nitin Sharma
Tata Mutual FundTotal assets under management
₹188.19L Crores
Date of incorporation
15 Mar 1994
Tata Nifty200 Alpha 30 Index Fund
Ans.
- Open the Rupeezy app.
- If you're on the Stocks or F&O screen, switch to the Mutual Funds section.
- Tap on Explore to browse available mutual fund schemes.
- Select the Tata Nifty200 Alpha 30 Index Fund (or any fund you want to invest in).
- Choose your investment mode: Lumpsum or SIP.
- Enter the investment amount.
- Complete the payment using UPI, Net Banking, or other available options.
Ans. The Tata Nifty200 Alpha 30 Index Fund has an AUM of ₹198.96 Cr as on 10/27/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 10.47%. The risk is Very High against the category average of 34.82.
Ans. Mutual fund taxation depends on the scheme type and investment holding period.
Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable.
LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024).
STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.
Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable.
LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024).
STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.
Ans. There is no lock-in period applicable on Tata Nifty200 Alpha 30 Index Fund.
Ans. The expense ratio of Tata Nifty200 Alpha 30 Index Fund is 0.76%.