Funds similar to Tata Nifty Capital Markets Index Fund Direct-Growth in the Equity: Sectoral-Other category include ICICI Prudential FMCG Direct-Growth, Motilal Oswal Nifty Capital Market Index Fund Direct-Growth, and HDFC NIFTY Realty Index 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.

The category rank of Tata Nifty Capital Markets Index Fund Direct-Growth is shown in the Trailing Returns section above.

Tata Nifty Capital Markets Index Fund Direct-Growth has an expense ratio of 0.62%. The peers ICICI Prudential FMCG Direct-Growth has an expense ratio of 1.69% and Motilal Oswal Nifty Capital Market Index Fund Direct-Growth has 0.63%. 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.

Tata Nifty Capital Markets Index Fund Direct-Growth has an AUM of ₹913.12 crore. The peers ICICI Prudential FMCG Direct-Growth has an AUM of ₹1,631.29 crore and Motilal Oswal Nifty Capital Market Index Fund Direct-Growth has ₹625.49 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.

The top performing fund in the Equity: Sectoral-Other category on a 3-year basis is ICICI Prudential FMCG Direct-Growth with a CAGR of -3.25% as of 6 Sep 2026. Tata Nifty Capital Markets Index Fund Direct-Growth has delivered - CAGR over the same period. You can view and compare the full category ranking on sharpely.

The Sharpe ratio of Tata Nifty Capital Markets Index Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section on the Performance tab.