EquitySectoral/ ThematicDirect · Growth
Tata India Consumer Fund-Direct Plan-Growth
Tata · Scheme 135805
₹56.39▲ 0.52%NAV · 2026-08-05
Strong FundScore
AUM
—
Expense ratio
—
3Y CAGR
17.1%
Risk level
High
Min SIP
—
Benchmark
Nifty 500 TRI
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +4.28% |
| 3 Months | +10.28% |
| 6 Months | +13.27% |
| 1 Year | +9.61% |
| 3 Years (CAGR) | +17.06% |
| 5 Years (CAGR) | +15.99% |
| 10 Years (CAGR) | +17.74% |
| Since Launch | +17.68% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns74
Consistency82
Risk-adjusted57
Downside protection75
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 3Y CAGR: +17.1%
- ✓ 5Y CAGR: +16.0%
- ✓ Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓ Return stability: rolling-return std 5.6%
- ✓ Alpha vs benchmark: +9.5%
What to watch
- • Sortino ratio: 0.93
Risk metrics
Sharpe ratio
0.74
Sortino ratio
0.93
Volatility
15.40%
Max drawdown
-32.46%
Downside capture
65.40%
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.