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Index FundsTata Asset Management Limited

Tata Nifty G Sec Dec 2026 Index Fund-Direct Plan-Growth

Benchmark: NIFTY G-Sec Dec 2026 Index · Riskometer: Low

₹12.8448

NAV (2026-08-31)

₹73.39 Cr

AUM (2026-08-31)

0.17%

EXPENSE RATIO (DIRECT)

2023-01-04

INCEPTION

CQuality · 59.3/100
?Safety · -/100
ACompound · 81.7/100

Punji Fund Health Score - percentile-within-category. See methodology.

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Rolling CAGR by holding period - min, median, max

Each group is one holding-period length. Full range of outcomes across every overlapping window in the fund's history, not one trailing number.

0%2.5%5.1%7.6%10%1Y3Y
Min rolling CAGRMedian rolling CAGRMax rolling CAGR
MetricValuePercentileCategory median
3Y Rolling CAGR7.2%6.08th 12.7%

This fund tracks an index, so measuring alpha against that same index would only report its tracking error.

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Top sector holdings

Share of portfolio (% to NAV) in each of the top sectors.

100%TOP 1100%
Other 100%

TOP HOLDINGS

GOI - 8.15% (24/11/2026) ()76.58%
GOI - 5.74% (15/11/2026) ()21.34%
CASH / NET CURRENT ASSET ()1.45%
I) REPO ()0.63%

This fund tracks an index, so its behaviour mirrors that index rather than a manager's decisions. Matching it to peers on behaviour would not say anything useful.

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Asset Allocation

As of Jul-2026

97.92%TOP 3100%
Equity 0%Debt 97.92%Cash 2.08%

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Market Cap Split

As of Jul-2026

98.32%TOP 3100%
Large 98.32%Mid 1.35%Small 0%

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Credit Quality

As of Jul-2026

97.92%TOP 498%
AAA 0%AA 0%Sovereign 97.92%Other 0%

Portfolio analytics as of Jul-2026.

Data as of 2026-09-02. Source: AMFI disclosures via Punji. Not investment advice.