Tata BSE Sensex Index Direct
Equity: Large Cap - Growth (Open ended)
SEBI Riskometer: Very HighCategory: Equity: Large CapBenchmark: BSE Sensex Total Return IndexCheck Portfolio Overlap →
NAV: ₹196.27-0.63%
22 Oct 2026
Similar Funds
Side-by-side comparison of Tata BSE Sensex Index Direct with similar funds — trailing returns, risk metrics, AUM and expense ratio.
| Period | This Fund | Category Avg | Category Rank |
|---|---|---|---|
| 1Y Return | -12.50% | -8.15% | 105 / 109 |
| 3Y Return | +4.68% | 9.30% | 80 / 81 |
| 5Y Return | +4.69% | 7.81% | 63 / 65 |
| 10Y Return | +10.91% | 11.67% | 31 / 42 |
Trailing annualised returns (%). Category rank: lower is better. Green = top third of category.
Funds in Equity: Large Cap
Top funds by AUM in the Equity: Large Cap category — see how Tata BSE Sensex Index Direct compares on size and returns.
Funds Tracking BSE Sensex Total Return Index
Top funds tracking the BSE Sensex Total Return Index — sorted by AUM to show the largest options available.
Frequently Asked Questions
Which funds are similar to Tata BSE Sensex Index Direct?
Funds similar to Tata BSE Sensex Index Direct in the Equity: Large Cap category include ICICI Prudential Large Cap Fund Direct-Growth, SBI Large Cap Direct Plan-Growth, and Nippon India Large Cap Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of Tata BSE Sensex Index Direct in its category?
On a 3-year return basis Tata BSE Sensex Index Direct is ranked 80 out of 81 funds in the Equity: Large Cap category as of 21 Oct 2026. On a 5-year return basis it ranks 63 out of 65. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does Tata BSE Sensex Index Direct's expense ratio compare to similar funds?
Tata BSE Sensex Index Direct has an expense ratio of 0.33%. The peers ICICI Prudential Large Cap Fund Direct-Growth has an expense ratio of 1.01% and SBI Large Cap Direct Plan-Growth has 0.89%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does Tata BSE Sensex Index Direct's AUM compare to similar funds?
Tata BSE Sensex Index Direct has an AUM of ₹364.28 crore. The peers ICICI Prudential Large Cap Fund Direct-Growth has an AUM of ₹76,352.2 crore and SBI Large Cap Direct Plan-Growth has ₹52,372.7 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Equity: Large Cap?
The top performing fund in the Equity: Large Cap category on a 3-year basis is Edelweiss Nifty Next 50 Index Fund Direct-Growth with a CAGR of 15.40% as of 21 Oct 2026. Tata BSE Sensex Index Direct has delivered 4.68% CAGR over the same period, ranking 80 out of 81 funds. You can view and compare the full category ranking on sharpely.
How does Tata BSE Sensex Index Direct rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, Tata BSE Sensex Index Direct has a Sharpe ratio of -0.05 compared to the Equity: Large Cap average of 0.26 as of 21 Oct 2026. It ranks 81 out of 82 funds in its category on Sharpe ratio.