Tata Nifty200 Alpha 30 Index Fund Direct-Growth
Equity: Thematic-Factor-based - Growth (Open ended) Factsheet
SEBI Riskometer: Very HighCategory: Equity: Thematic-Factor-basedBenchmark: Nifty 200 Alpha 30 Total Return IndexCheck Portfolio Overlap →
NAV: ₹9.06-0.14%
07 Sept 2026
Similar Funds
Side-by-side comparison of Tata Nifty200 Alpha 30 Index Fund Direct-Growth with similar funds — trailing returns, risk metrics, AUM and expense ratio.
| Period | This Fund | Category Avg | Category Rank |
|---|---|---|---|
| 1Y Return | +6.33% | 3.73% | 20 / 67 |
| 3Y Return | — | 11.73% | — |
| 5Y Return | — | 10.34% | — |
Trailing annualised returns (%). Category rank: lower is better. Green = top third of category.
Funds in Equity: Thematic-Factor-based
Top funds by AUM in the Equity: Thematic-Factor-based category — see how Tata Nifty200 Alpha 30 Index Fund Direct-Growth compares on size and returns.
Funds Tracking Nifty 200 Alpha 30 Total Return Index
Top funds tracking the Nifty 200 Alpha 30 Total Return Index — sorted by AUM to show the largest options available.
Frequently Asked Questions
Which funds are similar to Tata Nifty200 Alpha 30 Index Fund Direct-Growth?
Funds similar to Tata Nifty200 Alpha 30 Index Fund Direct-Growth in the Equity: Thematic-Factor-based category include UTI Nifty200 Momentum 30 Index Fund Direct-Growth, SBI Quality Fund Direct-Growth, and ICICI Prudential Quality 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 Nifty200 Alpha 30 Index Fund Direct-Growth in its category?
The category rank of Tata Nifty200 Alpha 30 Index Fund Direct-Growth is shown in the Trailing Returns section above.
How does Tata Nifty200 Alpha 30 Index Fund Direct-Growth's expense ratio compare to similar funds?
Tata Nifty200 Alpha 30 Index Fund Direct-Growth has an expense ratio of 0.76%. The peers UTI Nifty200 Momentum 30 Index Fund Direct-Growth has an expense ratio of 0.89% and SBI Quality Fund Direct-Growth has 1.31%. 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 Nifty200 Alpha 30 Index Fund Direct-Growth's AUM compare to similar funds?
Tata Nifty200 Alpha 30 Index Fund Direct-Growth has an AUM of ₹198.02 crore. The peers UTI Nifty200 Momentum 30 Index Fund Direct-Growth has an AUM of ₹8,438.41 crore and SBI Quality Fund Direct-Growth has ₹2,524.85 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: Thematic-Factor-based?
The top performing fund in the Equity: Thematic-Factor-based category on a 3-year basis is Samco Active Momentum Fund Direct-Growth with a CAGR of 15.53% as of 6 Sep 2026. Tata Nifty200 Alpha 30 Index Fund Direct-Growth has delivered - CAGR over the same period. You can view and compare the full category ranking on sharpely.
How does Tata Nifty200 Alpha 30 Index Fund Direct-Growth rank in risk-adjusted returns vs peers?
The Sharpe ratio of Tata Nifty200 Alpha 30 Index Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section on the Performance tab.