Tata Nifty Auto Index Fund
Direct · Growth ₹12.45
06 Jul 2026
NAV
10.4%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
0.35
Sharpe
-28.4%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.28 L | 10.7% | -32.4% | 44.8% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 10.7% | 14.5% | 9.1% | -3.7% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 10.4% | 12.6% | -11.0% | 34.8% | 0.35 | 0.66 | 75% | — | — |
-28.4%
Max Drawdown
6 mo
Drawdown Duration
8 mo
Recovery Time
-9.1%
Avg Drawdown
Calmar Ratio by Duration
0.37
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +19.49 | 1.32 | 133.0% | 109.7% | 13.0% | -3.4% |
| 3 Years | +4.76 | 1.17 | 120.9% | 113.9% | 6.3% | 2.3% |
| 5 Years | +3.26 | 1.17 | 120.9% | 113.9% | 3.8% | 1.4% |
| 7 Years | +2.64 | 1.17 | 120.9% | 113.9% | 2.7% | 1.0% |
| 10 Years | +2.18 | 1.17 | 120.9% | 113.9% | 1.9% | 0.7% |
| 12 Years | +2.00 | 1.17 | 120.9% | 113.9% | 1.6% | 0.6% |
| 15 Years | +1.82 | 1.17 | 120.9% | 113.9% | 1.2% | 0.5% |
15
Total Holdings
88.6%
Top 10 Weight
3
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | MAHINDRA & MAHINDRA LTD | 23.16% |
| 2 | MARUTI SUZUKI INDIA LTD | 15.64% |
| 3 | BAJAJ AUTO LTD | 9.09% |
| 4 | EICHER MOTORS LTD | 8.22% |
| 5 | TVS MOTOR COMPANY LTD | 6.86% |
| 6 | TATA MOTORS PASSENGER VEHICLES LTD | 6.23% |
| 7 | SAMVARDHANA MOTHERSON INTERNATIONAL LTD | 5.54% |
| 8 | HERO MOTOCORP LTD | 5.26% |
| 9 | BHARAT FORGE LTD | 4.83% |
| 10 | ASHOK LEYLAND LTD | 3.81% |