Index Funds ETFs · Other

Tata Nifty SDL Plus AAA PSU Bond Dec 60: 40 Index Fund

Fund house not on record

Benchmark

Nifty SDL Plus AAA PSU Bond Dec 2027 60:40 TRI

Riskometer

Low to Moderate

Size

₹645 cr

Allotted

30 Mar 2022

Holdings as of

Not on record

Tata Nifty SDL Plus AAA PSU Bond Dec 60: 40 Index Fund is a index funds etfs fund with ₹645 cr under management. It is ahead of its benchmark (Nifty SDL Plus AAA PSU Bond Dec 2027 60:40 TRI) in 0 of 2 periods. Its direct plan charges 0.24% a year.

The fund house's portfolio file is not read yet; the official feed, costs and managers are shown.

Has Tata Nifty SDL Plus AAA PSU Bond Dec 60: 40 Index Fund beaten its benchmark?

Ahead of its benchmark, Nifty SDL Plus AAA PSU Bond Dec 2027 60:40 TRI, in 0 of 2 periods in AMFI's figures; +5.17% over the last year against +5.36%.

Official figures

AMFI performance feed, 13 Oct 2026

Ahead of its benchmark (Nifty SDL Plus AAA PSU Bond Dec 2027 60:40 TRI) in 0 of 2 periods.

Period	Direct	Regular	Benchmark	Ahead	Rank
1y	+5.17%	+4.92%	+5.36%	−0.19	🔒
3y	+7.46%	+7.20%	+7.63%	−0.17	🔒
5y	—	—	—	—	—
10y	—	—	—	—	—

Ahead in points a year · its rank among Index Funds ETFs funds, and how steady the lead is, in the app

Risk, falls and every year

🔒 Pro

Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.

See them in the app →

What does Tata Nifty SDL Plus AAA PSU Bond Dec 60: 40 Index Fund cost?

0.24% a year on the direct plan, 0.44% on the regular plan; 85 of 285 funds in its category charge less.

Direct plan

0.24% a year

Category median 0.39%

Regular plan

0.44% a year

Category median 0.94%

Gap

0.20 points

for the same holdings

85 of 285 funds in its category charge less on the direct plan.

Expense report, Oct 2026 · Other Scheme - Index Funds

What the regular plan costs you over time

🔒 Pro

The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages Tata Nifty SDL Plus AAA PSU Bond Dec 60: 40 Index Fund?

Murthy Nagarajan, since None.

Murthy Nagarajan

None years

since None

Benchmark as filedNifty SDL Plus AAA PSU Bond Dec 2027 60: 40 Index (TRI)

Exit load

NIL

From 3 Scheme Summary Documents filed with NSE, first on 29 Apr 2026; as on 11 Sep 2026

What does Tata Nifty SDL Plus AAA PSU Bond Dec 60: 40 Index Fund hold?

Not read yet: the fund house's monthly portfolio file is not covered so far.

Holdings not read yet (fund house not covered). The scorecard, the companies inside, how it is run and the look-alikes open once the house's monthly portfolio files are read.

Questions people ask

Who manages Tata Nifty SDL Plus AAA PSU Bond Dec 60: 40 Index Fund?

Murthy Nagarajan (manager) since None.

What is the expense ratio of Tata Nifty SDL Plus AAA PSU Bond Dec 60: 40 Index Fund?

0.24% a year on the direct plan and 0.44% on the regular plan (expense report, Oct 2026).

How has Tata Nifty SDL Plus AAA PSU Bond Dec 60: 40 Index Fund done?

Its direct plan returned +7.46% a year over 3 years against +7.63% for its benchmark, Nifty SDL Plus AAA PSU Bond Dec 2027 60:40 TRI, as of 13 Oct 2026.