Question 1

What is the Nifty Capital Markets Index?

Accepted Answer

Nifty Capital Markets Index aims to track the performance of stocks from the Nifty 500 Index, which represents the capital market theme. It includes stockbrokers, asset management firms, and other financial intermediaries, representing the sectors overall growth and trends.

Question 2

Is it good to invest in capital markets?

Accepted Answer

Investing in capital markets may be rewarding, offering potential for long term growth and wealth creation. Exposure to this sector means investing in companies driving Indian financial services industry. However, returns are subject to market fluctuations, so investors should consider their risk tolerance before investing.

Question 3

How is the Nifty Capital Markets Index constructed and rebalanced?

Accepted Answer

The index is composed of eligible industries from the capital markets sector, selected based on market capitalization and liquidity. It is reviewed and rebalanced semi annually to ensure that it reflects the market and continues to represent stocks forming part of the eligible basic industries.

Question 4

What is Tata Nifty Capital Market Index fund?

Accepted Answer

This is a passively managed scheme that aims to track & replicate the performance of the Nifty Capital Markets Index by investing in its constituent stocks. The fund seeks to deliver returns by following the benchmark, subject to tracking error.

Question 5

Which capital markets companies does this fund include?

Accepted Answer

The fund invests in stocks of major capital market players, including prominent brokers, asset managers, and financial service providers that are part of the Nifty Capital Markets Index. For specific holdings, refer to the funds factsheet or Tata Mutual Fund official materials.

Question 6

What benchmark does Tata Nifty Capital Market Index Fund follow?

Accepted Answer

The funds benchmark is the Nifty Capital Markets Index, which includes securities forming part of capital market industries in India.

Question 7

What is the exit load policy for early redemptions?

Accepted Answer

For the Tata Nifty Capital Market Index Fund, an exit load of 0.25% is typically charged on redemptions made on or before 15 days from the date of allotment. There is usually no exit load for redemptions after this period. For the most current and precise details, always refer to the scheme information document or the official fund resources.

Question 8

What is the minimum investment amount in Tata Nifty Capital Market Index fund?

Accepted Answer

Minimum investment is Rs.100 for SIP (Systematic Investment Plan) and Rs.5,000 for lump sum investments. These requirements may change, so refer to the latest fund offering documents for exact amounts.

Question 9

What is the risk level of Tata Nifty Capital Market Index fund?

Accepted Answer

The fund carries a very high risk, as it is concentrated in the capital markets sector. Investors face sector specific volatility and market risk associated with financial services companies.

Question 10

How do I invest in the Tata Nifty Capital Markets Index Fund?

Accepted Answer

You can invest through Tata Mutual Fund website, mobile app, or authorized distributors. Choose SIP or lump sum, complete the required KYC process, and read all scheme related documents before investing.

Key Measures**	Fund	Benchmark
Standard Deviation
Sharpe Ratio
Portfolio Beta
R Squared
Treynor
Jenson

				Current value of ₹10,000 invested
	Annualized (%)	Nifty Capital Markets Index (TRI)Benchmark(%)	Nifty 50 TRIAdditional Benchmark(%)	Scheme	Nifty Capital Markets Index (TRI)Benchmark(%)	Nifty 50 TRIAdditional Benchmark(%)
Since Inception 24 Oct 2024	24.19%	25.28%	0.52%	₹14,936	₹15,180	₹10,097
Last 1 Year	33.78%	34.75%	-0.35%	₹13,400	₹13,497	₹9,965
Last 3 Years	NA	NA	NA	NA	NA	NA
Last 5 Years	NA	NA	NA	NA	NA	NA

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Nitin Bharat Sharma

Rakesh Indrajeet Prajapati

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