Tata BSE Multicap Consumption 50 30 20 Index Fund - Direct - Growth
Other Scheme by Tata Asset Management Private Limited
6M Returns
-2.10%
Expense Ratio
0.52%
as of 01/08/2026
AUM
₹11.88 Cr
Qtr End: Jun 26
NAV
₹9.22
as of 16/10/2026
6M Returns
-2.10%
Expense Ratio
0.52%
as of 01/08/2026
AUM
₹11.88 Cr
Qtr End: Jun 26
NAV
₹9.22
as of 16/10/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -5.48% | -20.18% | 12.01% |
| 6M | -2.10% | -4.16% | 13.21% |
| 1Y | N/A | N/A | N/A |
| 3Y | N/A | N/A | N/A |
| 5Y | N/A | N/A | N/A |
Scheme Details
- Launch Date
- 09/12/2025
- Fund Age
- 0.8 years
- Minimum Investment
- ₹5,000
- Benchmark
- BSE Multicap Consumption 50:30:20
- Fund House
- Tata Mutual Fund
- Category
- Other Scheme
- Sub-category
- Index Funds (Other Scheme)
Similar Funds
Top funds in the same category and sub-category.
Tata BSE Multicap Consumption 50 30 20 Index Fund - Direct - Growth
3Y CAGR-
TER0.52%
AUM₹11.88 Cr
Motilal Oswal BSE Financials ex Bank 30 Index Fund - Direct - Growth
3Y CAGR11.62%
TER0.52%
AUM₹19.27 Cr
Motilal Oswal Nifty MidSmall IT and Telecom Index Fund - Direct - Growth
3Y CAGR-
TER0.96%
AUM₹28.97 Cr
Kotak CRISIL-IBX Financial Services 9 to 12 Months Debt Index Fund - Direct - Growth
3Y CAGR-
TER0.12%
AUM₹975.55 Cr
Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70 30 Index Fund - Direct - Growth
3Y CAGR-
TER0.70%
AUM₹23.1 Cr
Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70 30 Index Fund - Direct - Growth
3Y CAGR-
TER0.94%
AUM₹13.5 Cr
Motilal Oswal Nifty MidSmall Financial Services Index Fund - Direct - Growth
3Y CAGR-
TER0.80%
AUM₹54.68 Cr