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EquitySectoral/ ThematicDirect · Growth

Tata India Consumer Fund-Direct Plan-Growth

Tata · Scheme 135805

₹56.35▼ 0.23%NAV · 2026-09-18
73
Strong FundScore
Start SIP
AUM
₹2,815 cr
Expense ratio
0.92%
3Y CAGR
16.9%
Risk level
High
Min SIP
₹100
Benchmark
Nifty 500 TRI
Fund manager: Rupesh Patel, Sonam UdasiExit load: Exit load of 0.25% if redeemed within 30 days.
Strong · 73/100

A high-quality fund that scores well on the factors that matter.

🎯 For aggressive investors with a 7+ year horizon who can tolerate sharp ups and downs.

📈 Why it could do well

  • ✓Strong long-term record — 15.8% CAGR over 5 years.
  • ✓Compounding well recently — 16.9% CAGR over 3 years.
  • ✓Very consistent — delivers dependably across market cycles, ideal for SIPs.
  • ✓3Y CAGR: +16.9%
  • ✓5Y CAGR: +15.8%
  • ✓Positive 3Y windows: 100% of rolling 3Y windows positive

📉 What could drag it down

  • •Sectoral/ Thematics are inherently higher-risk — best held 7+ years to ride out swings.
  • •1Y return: +8.0%
  • •Sortino ratio: 0.93

FundScore breakdown

73/100 · Strong
How it works →
71
Returns
Strong
82
Consistency
Excellent
57
Risk-adjusted
Decent
75
Downside protection
Strong
75
Cost efficiency
Strong
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.