Tata India Consumer Fund Direct Growth

Scheme code: INF277K013A6 NAV value: ₹ 48.2840 NAV date: 7 May, 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 -4.5637.5315.5130.78
3 year 6.2833.3215.7920.79
5 year 3.5426.0213.517.49
7 year 3.3315.6211.7117.61
10 year 3.4917.2210.6
12 year 3.0716.1710.84
15 year 6.9515.6610.88
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -57.24250.45139.0630.78
3 year 9.0858.729.3120.79
5 year 3.674818.0417.49
7 year 3.831.0314.1417.61
10 year 3.828.9312.39
12 year 3.6326.6512.59
15 year 7.0132.2612.89
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.4946.3720.7630.78
3 year 7.6833.3717.0920.79
5 year 2.3527.6313.5117.49
7 year 3.7616.0112.0717.61
10 year 3.5616.9410.92
12 year 3.3116.5411.01
15 year 6.5616.4210.96
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.6947.7519.6830.78
3 year 8.0434.4618.2620.79
5 year 3.3728.6414.2117.49
7 year 3.9716.4212.4117.61
10 year 3.5317.7211.22
12 year 3.116.9711.31
15 year 6.6816.9611.22

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 4.911.16
3 year 7.310.61
5 year 7.489.72
7 year 6.399.68
NIFTY 100
Duration Average return (%) Fund's return (%)
1 year 44.0211.16
3 year 20.6410.61
5 year 139.72
7 year 9.489.68
NIFTY 200
Duration Average return (%) Fund's return (%)
1 year 6.3511.16
3 year 8.2210.61
5 year 7.779.72
7 year 6.69.68
NIFTY 500
Duration Average return (%) Fund's return (%)
1 year 5.5811.16
3 year 8.7110.61
5 year 8.229.72
7 year 6.829.68

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%