Tata India Consumer Fund Direct Rnvstmnt of Inc Dist cum Cap Wdrl is an equity fund. This fund was started on 28 December, 2015. The fund is managed by Sonam Udasi. The fund could potentially beat inflation in the long-run.
Expense ratio | 0.8% |
Benchmark | S&P BSE 500 India TR INR |
AUM | ₹1895 Cr |
Inception Date | 28 December, 2015 |
Min Lumpsum/SIP | ₹5000/₹100 |
Exit Load | 0.25% |
Lock In | No Lock-in |
TurnOver | 47.47% |
Size breakup
Tata India Consumer Fund Direct Rnvstmnt of Inc Dist cum Cap Wdrl | Absolute Returns | CAGR Returns |
1 Month Returns | 3.21% | 3.21% |
6 Month Returns | 16.17% | 16.17% |
1 Year Returns | 43.9% | 43.9% |
3 Years Returns | 85.37% | 22.84% |
5 Years Returns | 139.26% | 19.06% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Tata India Consumer Fund Direct Rnvstmnt of Inc Dist cum Cap Wdrl | 4.46 | 2.15 | 1.79 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Tata India Consumer Fund Direct Rnvstmnt of Inc Dist cum Cap Wdrl | 0.88 | 0.89 | 0.93 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Tata India Consumer Fund Direct Rnvstmnt of Inc Dist cum Cap Wdrl | 2.91 | 1.14 | 0.83 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Tata India Consumer Fund Direct Rnvstmnt of Inc Dist cum Cap Wdrl | 10.48 | 13.16 | 15.75 |