Tata India Consumer Fund Direct Growth

Scheme code: INF277K013A6 NAV value: ₹ 45.6673 NAV date: 19 March, 2026 TER: 0.79%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-23.44	82.70	17.09	20.37	13.63
3 year	2.20	28.40	19.07	17.39	18.78
5 year	9.17	26.74	18.86	18.10	15.46
7 year	13.59	21.82	17.38	17.11	13.55
10 year	17.07	18.84	17.88	17.95	14.92

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	20.37
3 year	6.28	30.95	15.04	17.39
5 year	8.38	26.02	14.22	18.1
7 year	10.18	15.62	12.93	17.11
10 year	11.42	12.93	12.18	17.95
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	20.37
3 year	6.56	19.64	13.57	17.39
5 year	9.22	12.29	10.75	18.1

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	20.37
3 year	7.68	21.49	15.06	17.39
5 year	10.37	13.5	11.93	18.1

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	20.37
3 year	8.04	32.03	17.81	17.39
5 year	8.18	28.64	15.34	18.1
7 year	10.64	16.42	13.77	17.11
10 year	12.56	14.06	13.31	17.95

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 (%)

Comparison vs benchmark returns

Index	Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,01,068 - Absolute Returns: ₹1,01,068 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹46,27,479 - Absolute Returns: ₹10,27,479 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹94,22,996 - Absolute Returns: ₹34,22,996 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,60,63,646 - Absolute Returns: ₹76,63,646 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,89,57,594 - Absolute Returns: ₹1,69,57,594 - CAGR: %

Drawdown Metrics

Max Drawdown

-32.46 %

Drawdown Duration

19 months

Recovery Time

8 months

Avg Drawdown

-5.99 %

Calmar Ratio by Duration

1 Y

0.6275

3 Y

0.5357

5 Y

0.5575

7 Y

0.527

10 Y

0.5529

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	-1.11	0.87	76.9	76.4	3.22 %	4.00 %
3 years	6.67	0.75	78.9	67.3	16.77 %	11.28 %
5 years	5.58	0.77	77.8	68.8	14.34 %	9.44 %
7 years	4.62	0.74	73.7	66.8	14.27 %	10.74 %
10 years	6.56	0.76	79.1	70.1	17.31 %	12.06 %
12 years	5.02	0.76	79.1	70.2	14.20 %	10.00 %
15 years	3.62	0.76	79.1	70.2	11.21 %	7.92 %