Tata Nifty Auto Index Fund

Q: What are the returns of this mutual fund scheme?

The Tata Nifty Auto Index Fund is a 1 yrs 8 m old fund and has delivered average annual returns of 13.59% since inception. Tata Nifty Auto Index Fund Returns 1-Year Since Inception 17.31% 13.59%

Q: How much does this mutual fund charge as expense ratio?

The Tata Nifty Auto Index Fund has an expense ratio of 1.11% , representing the annual cost of managing and operating the fund. This fee is deducted from the fund's AUM while declaring the daily NAV, reducing investor returns.

NAV as of Dec 04, 2025	Returns since inception	ET Money Rank	AUM (Fund size)
₹12.4446+0.32% 1 day change	13.59% p.a.	App exclusive #NA View Ranked Funds	₹98 Cr

Historical NAV & returns

NAV: ₹12.4446 as on Dec 04, 2025

This fund Category average

Tata Nifty Auto Index Fund overview

AUM (Fund size)	₹98 Cr
Exit load	0.25% Exit load of 0.25%, if redeemed within 15 days.!
Lock-in Period	Nil
Age	1 yrs 8 m since Apr 08, 2024
Benchmark	NIFTY Auto TRI
Min. investment	SIP: ₹500 & Lumpsum: ₹1000
Expense ratio	1.11% as on Nov 30, 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%

Tata Nifty Auto Index Fund Returns calculator

Investment type

Monthly investment

₹ 10,000

Investment period

Lumpsum investment

₹1 lakh

Investment period

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Total investment ₹ 12 lakh
Profit ₹12 lakhs
Total corpus ₹1 lakh
Absolute return 52.69%

Trailing returns as on Dec 01, 2025

Period	This fund	Category average
1 Month	4.04%	0.81%
3 Months	8.19%	3.22%
6 Months	20.43%	1.47%
1 Year	17.31%	-1.75%

View returns in detail

Asset allocationas on Oct 31, 2025

Large Cap 77.27%

Mid Cap 22.67%

Small Cap 0%

Other Cap 0%

Top holdings

Mahindra & Mahindra Ltd.24.49%

Maruti Suzuki India Ltd.16.83%

Bajaj Auto Ltd.7.81%

Eicher Motors Ltd.7.64%

Top sectors

Automobile 98.56%

Capital Goods 1.38%

Credit quality

Bifurcation by Credit Quality is not available for this fund

Top Debt Holdings

Bifurcation by Holding is not available for this fund

Allocation by Instruments

Repo 0.14%

Other Holdings

Others 0.14%

Detailed portfolio analysis

Peer comparison

Fund name	1M	6M	1Y	3Y	5Y	10Y
Tata Nifty Auto Index Fund	4.04%	20.43%	17.31%	N.A.	N.A.	N.A.
ICICI Prudential BHARAT 22 FOF	-0.41%	6.72%	1.55%	26.08%	30.52%	13.18%
Motilal Oswal Nifty Bank Index Fund	1.94%	6.76%	12.3%	10.85%	14.6%	7.56%
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund	2.97%	11.6%	6.96%	18.36%	14.36%	7.68%
Motilal Oswal Nifty MidSmall Financial Services Index Fund	4.48%	14.94%	30.48%	10.02%	5.9%	2.91%

Fund name	Std. deviation	Beta	Sharpe	Sortino
Tata Nifty Auto Index Fund	N.A.	N.A.	N.A.	N.A.
ICICI Prudential BHARAT 22 FOF	16.68	1.13	1.12	1.83
Motilal Oswal Nifty Bank Index Fund	12.7	0.99	0.41	0.84
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund	12.46	0.69	0.94	1.74
Motilal Oswal Nifty MidSmall Financial Services Index Fund	N.A.	N.A.	N.A.	N.A.

Fund name	ETM Rank	AUM	Fund age	Expense ratio
Tata Nifty Auto Index Fund	N.A.	98 Cr	1 yrs 8 m	1.11%
ICICI Prudential BHARAT 22 FOF	N.A.	2,454 Cr	7 yrs 5 m	0.13%
Motilal Oswal Nifty Bank Index Fund	N.A.	647 Cr	6 yrs 3 m	0.99%
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund	N.A.	168 Cr	5 yrs 2 m	1.06%
Motilal Oswal Nifty MidSmall Financial Services Index Fund	N.A.	55 Cr	1 yrs 1 m	1.13%

View all Other Equity Index funds

Key risk & return ratios Compared to other funds in the category

Risk ratios are based on three-year data. The required data is unavailable for the scheme.

Compare Tata Nifty Auto Index Fund in detail with

About this fund

About Tata Nifty Auto Index Fund

Tata Nifty Auto Index Fund is a Other Equity Index mutual fund scheme from Tata Mutual Fund. This fund has been in existence for 1 yrs 8 m, having been launched on 08/04/2024. Tata Nifty Auto Index Fund has ₹98 Crores worth of assets under management (AUM) as on 31/10/2025 and is medium-sized fund of its category. The latest Net Asset Value (NAV) of Tata Nifty Auto Index Fund as of 04/12/2025 is ₹12.44. The fund has an expense ratio of 1.11%, which is higher than what most other Other Equity Index funds charge.

Tata Nifty Auto Index Fund returns of last 1-year are 17.10%. Since launch, it has delivered 14.57% average annual returns.
The fund has the majority of its money invested in Automobile, Capital Goods sectors. It has taken less exposure in Automobile, Capital Goods sectors compared to other funds in the category.
The fund's top 5 holdings are in Mahindra & Mahindra Ltd., Maruti Suzuki India Ltd., Bajaj Auto Ltd., Eicher Motors Ltd., Tata Motors Passenger Vehicles Ltd..

...

Fund AUM	98 Cr as on Oct 31, 2025
Scheme document	View Scheme Document

Fund managers

Kapil Menon

Mr. Menon has done B.Com He has been working with Tata Mutual Fund since 2006

Rakesh Prajapati

Mr. Prajapati has done B.Com Prior to joining Tata Mutual Fund, he was working with ICICI Securities Ltd., JM Financial, Edelweiss Securities Ltd. and IDFC Securities Ltd

Investment objective

The scheme seeks to provide returns, before expenses, that are in line with the performance of Nifty Auto Index (TRI), subject to tracking error.

Tata Mutual Fund details

No. of schemes	61 view all schemes
Total AUM	2,17,939 Cr as on Sep 30, 2025
Address	9th Floor, Mafatlal Centre, Nariman Point, Mumbai, 400021
Email	service@tataamc.com
Phone	1800-209-0101

More funds from Tata Mutual Fund

Fund name	ETM Rank	AUM	1Y	5Y
Tata Small Cap Fund	N.A.	11,792 Cr	-13.39%	24.43%
Tata Infrastructure Fund	N.A.	2,136 Cr	-10.87%	24.08%
Tata Mid Cap Fund	N.A.	5,283 Cr	3.04%	21.62%
Tata Value Fund	N.A.	8,882 Cr	1.23%	19.45%
Tata Resources & Energy Fund	N.A.	1,232 Cr	1.58%	18.85%
Tata Digital India Fund	N.A.	11,794 Cr	-10.56%	18.25%

See all Equity funds from this AMC

Frequently asked questions

What is the current NAV of Tata Nifty Auto Index Fund?

The current Net Asset Value (NAV) of the Tata Nifty Auto Index Fund plan is approximately ₹12.4446 as of Dec 04, 2025.

What are the returns of this mutual fund scheme?

The Tata Nifty Auto Index Fund is a 1 yrs 8 m old fund and has delivered average annual returns of 13.59% since inception.

Tata Nifty Auto Index Fund Returns

1-Year	Since Inception
17.31%	13.59%

How much does this mutual fund charge as expense ratio?

The Tata Nifty Auto Index Fund has an expense ratio of 1.11%, representing the annual cost of managing and operating the fund. This fee is deducted from the fund's AUM while declaring the daily NAV, reducing investor returns.

What is the AUM or fund size of this mutual fund?

The Tata Nifty Auto Index Fund currently has assets under management (AUM) or fund size valued at approximately 98 Cr as on Oct 31, 2025.

What are the top stock holdings of Tata Nifty Auto Index Fund?

The Tata Nifty Auto Index Fund has invested the majority of its money in the stocks of the following companies -

Company	Percentage of Portfolio
Mahindra & Mahindra Ltd.	24.49%
Maruti Suzuki India Ltd.	16.83%
Bajaj Auto Ltd.	7.81%
Eicher Motors Ltd.	7.64%
Tata Motors Passenger Vehicles Ltd.	6.79%
TVS Motor Company Ltd.	6.53%
Hero Motocorp Ltd.	5.7%
Tata Motors Ltd.	4.42%
Samvardhana Motherson International Ltd.	3.71%
Ashok Leyland Ltd.	3.21%

What are the top sectors Tata Nifty Auto Index Fund has invested in?

The Tata Nifty Auto Index Fund has primarily invested in the following sectors

Sector	Percentage of Portfolio
Automobile	98.56%
Capital Goods	1.38%

What is risk level of Tata Nifty Auto Index Fund?

This is a Other Equity Index fund comes with Very High risk.

Is there any lock-in period in this mutual fund?

No, this fund does not have any lock-in period.

How can I redeem my investments in Tata Nifty Auto Index Fund?

Redeeming your investments in the Tata Nifty Auto Index Fund is simple. If you have invested via ET Money, just log in to the app, go to the holdings section, and submit the redemption request.

If you have invested from anywhere else, you can go to the fund house website and put a request through it.

ET Money rank

App exclusive

in Other Equity Index

#NA

Return Outperformance: This fund has generated highest return amongst Other Equity Index funds in the last 1 Year.
Return/Risk: The fund is performing poorly than its category.
Exit Load: Exit load of 0.25%, if redeemed within 15 days.