Tata India Consumer Fund Direct Growth

Scheme code: INF277K013A6 NAV value: ₹ 47.6339 NAV date: 15 April, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year5.4355.6130.7829.45
3 year12.0828.9220.7921.23
5 year8.7527.5517.4915.79
7 year13.2622.1217.6114.27

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -4.5637.5317.4330.78
3 year 6.2833.3215.5720.79
5 year 0.7426.0212.9117.49
7 year 3.3315.6211.6417.61
10 year 3.4917.2210.65
12 year 3.0716.1710.8
15 year 6.9515.6610.87
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.144.0220.930.78
3 year 6.5632.1215.6620.79
5 year 126.212.7517.49
7 year 3.815.4211.8417.61
10 year 3.81811.09
12 year 3.6316.8611.19
15 year 7.0116.3611.19
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.4946.3722.6730.78
3 year 7.6833.371720.79
5 year 0.7127.6313.1517.49
7 year 3.7616.0112.0417.61
10 year 3.5616.9410.94
12 year 3.3116.5410.99
15 year 6.5616.4210.95
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.6947.7523.7930.78
3 year 8.0434.4617.9820.79
5 year 0.6928.6413.5317.49
7 year 3.9716.4212.3517.61
10 year 3.5317.7211.24
12 year 3.116.9711.25
15 year 6.6816.9611.2

Rolling return for 1 year

- Average return: 30.78% - Median return: 33.88% - Average standard deviation: 5.38

Rolling return for 3 year

- Average return: 20.79% - Median return: 21.12% - Average standard deviation: 1.85

Rolling return for 5 year

- Average return: 17.49% - Median return: 18.27% - Average standard deviation: 1.02

Rolling return for 7 year

- Average return: 17.61% - Median return: 17.64% - Average standard deviation: 0.66

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)
1 year12,00,00013,33,8911,33,89111.16
3 year36,00,00048,71,16212,71,16210.61
5 year60,00,00095,40,42835,40,4289.72
7 year84,00,0001,60,34,76576,34,7659.68

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Average return (%) Fund's return (%)
1 year 5.8311.16
3 year 7.3510.61
5 year 7.289.72
7 year 6.369.68
NIFTY 100
Duration Average return (%) Fund's return (%)
1 year 6.7911.16
3 year 7.5110.61
5 year 7.259.72
7 year 6.389.68
NIFTY 200
Duration Average return (%) Fund's return (%)
1 year 7.2611.16
3 year 8.2510.61
5 year 7.649.72
7 year 6.589.68
NIFTY 500
Duration Average return (%) Fund's return (%)
1 year 7.4711.16
3 year 8.7410.61
5 year 7.979.72
7 year 6.789.68

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,33,891 - Absolute Returns: ₹1,33,891 - CAGR: 11.16%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹48,71,162 - Absolute Returns: ₹12,71,162 - CAGR: 10.61%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹95,40,428 - Absolute Returns: ₹35,40,428 - CAGR: 9.72%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,60,34,765 - Absolute Returns: ₹76,34,765 - CAGR: 9.68%