Tata India Consumer Fund - Direct Plan - Growth Option
code 135805 Sectoral/Thematic direct plan · growth NAVs 2015-12-29 to 2026-11-09
Growth of ₹10,000 vs benchmark
From 2015-12-29, common dates. Scroll or drag to zoom.
Drawdown
Rolling 3-year CAGR
Returns
| period | fund | fund* | benchmark* | fund − benchmark* | from → to |
|---|---|---|---|---|---|
| 1M | 5.39% | -5.50% | -6.29% | 0.78% | 2026-10-09 → 2026-11-09 |
| 3M | -0.12% | 1.87% | -2.50% | 4.37% | 2026-08-07 → 2026-11-09 |
| 6M | 7.73% | 17.87% | 6.34% | 11.54% | 2026-05-08 → 2026-11-09 |
| 1Y | 6.73% | 4.24% | -6.87% | 11.11% | 2025-11-07 → 2026-11-09 |
| 3Y | 14.50% | 13.75% | 10.68% | 3.07% | 2023-11-09 → 2026-11-09 |
| 5Y | 13.42% | 12.99% | 10.15% | 2.84% | 2021-11-09 → 2026-11-09 |
| 7Y | 16.76% | 16.37% | 13.44% | 2.92% | 2019-11-08 → 2026-11-09 |
| 10Y | 17.49% | 16.60% | 12.39% | 4.21% | 2016-11-09 → 2026-11-09 |
| since inception | 17.17% | 16.84% | 12.36% | 4.48% | 2015-12-29 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year. * Common dates only.
Calendar years
| year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| fund | 4.92% | 76.19% | -0.51% | -0.41% | 22.71% | 29.19% | 2.38% | 37.48% | 28.28% | -0.88% |
| benchmark | -1.32% | 46.70% | -1.07% | 0.55% | 20.51% | 20.82% | 8.53% | 27.96% | 19.77% | 9.22% |
Rolling returns
| length | periods | average | median | worst | best | % positive | % beating benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 2,400 | 19.47% | 14.54% | -23.32% | 82.70% | 87% | 66% |
| 3 years | 1,907 | 17.30% | 18.62% | 2.20% | 28.40% | 100% | 97% |
| 5 years | 1,415 | 17.83% | 18.26% | 9.17% | 26.72% | 100% | 100% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | 5 years 2021-11 – 2026-10 | 10 years 2016-11 – 2026-10 | |
|---|---|---|---|
| CAGR | 13.01% | 12.44% | 16.12% |
| volatility | 17.55% | 16.08% | 16.73% |
| max drawdown | -20.70% | -20.70% | -32.46% |
| downside deviation | 11.53% | 10.12% | 11.12% |
| Sharpe ratio | 0.45 | 0.46 | 0.66 |
| Sortino ratio | 0.68 | 0.72 | 0.99 |
| Calmar ratio | 0.63 | - | - |
| alpha (annualised) | - | - | - |
| beta | - | - | - |
| R² | - | - | - |
| tracking error | - | - | - |
| information ratio | - | - | - |
| up / down capture | - | - | - |
| Treynor ratio | - | - | - |
36 months: benchmark lacks some months of the window: no relative metrics
60 months: benchmark lacks some months of the window: no relative metrics
120 months: benchmark lacks some months of the window: no relative metrics
Sector/theme fund: not ranked. Compare with its benchmark above.