Tata BSE Multicap Consumption 50 30 20 Index Fund Direct Growth
3Y Annualised
N/A
0.06% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-2.15%
0.06% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
NA
8 years 2 months
9 years 7 months
Fund info
Fund size
₹44.29 Cr
Min. SIP amount
₹1000
Min. Lumpsum amount
₹5000
Exit load
0%
0.25% of the applicable NAV, if redeemed on or before 15 days from the date of allotment. Goods & Service Tax on exit load, if any, will be paid out of the exit load proceeds and exit load net of Goods & Service Tax, if any, will be credited to the scheme.
Risk Profile
Very High Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Motilal Oswal Nifty MidSmall IT and Telecom Index Fund Direct Growth
2nd
Motilal Oswal Nifty MidSmall IT and Telecom Index Fund Regular Growth
3rd
Edelweiss Nifty Smallcap 250 Index Fund Regular Payout Inc Dist cum Cap Wdrl
4th
Tata Nifty MidSmall Healthcare Index Fund Direct Reinvestment Inc Dist cum Cap Wdrl
5th
Tata Nifty MidSmall Healthcare Index Fund Direct Growth
845th
Tata BSE Multicap Consumption 50 30 20 Index Fund Direct Growth
Fund Managers
About Tata BSE Multicap Consumption 50 30 20 Index Fund Direct Growth
Tata BSE Multicap Consumption 50 30 20 Index Fund Direct Growth is a Equity mutual fund scheme from Tata Asset Management Pvt Ltd. This fund has been in existence for 0 years, having been launched on 2025-12-29. Tata BSE Multicap Consumption 50 30 20 Index Fund Direct Growth has ₹44.29 Cr worth of assets under management (AUM) as of Tue Jun 09 2026. The latest Net Asset Value (NAV) of Tata BSE Multicap Consumption 50 30 20 Index Fund Direct Growth as of Fri Jun 05 2026 is ₹9.2285. The fund has an expense ratio of 0.24%, which is medium comparable to most other Equity funds.
Tata BSE Multicap Consumption 50 30 20 Index Fund Direct Growth returns for the last 1 year are NA%. Since launch, it has delivered -7.71% average annual returns.
The Tata BSE Multicap Consumption 50 30 20 Index Fund Direct Growth has the majority of its money invested in Consumer Defensive, Consumer Cyclical, Basic Materials sectors.
Top 5 Holdings of Tata BSE Multicap Consumption 50 30 20 Index Fund Direct Growth.
- ITC Ltd: 5.82%
- Mahindra & Mahindra Ltd: 5.31%
- Hindustan Unilever Ltd: 3.85%
- Titan Co Ltd: 3.43%
- Eternal Ltd: 3.38%
AMC Information
| Name | Tata Asset Management Pvt Ltd |
|---|---|
| Founding Date | 2025-12-29 |
| kiran@tataamc.com | |
| Phone | +91 22 6657 8282 |
| Website | www.tatamutualfund.com |
| Address | Tata Asset Management Private Limited,Mafatlal Centre, 9th Floor,,Nariman Point,,India |
Tax Implications of Tata BSE Multicap Consumption 50 30 20 Index Fund Direct Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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Calculate Your Returns
Estimated Returns in 1 Years (Based on past 1Y returns)
₹0
Total Amount
₹0
