Index Fundregulargrowth
Tata BSE Multicap Consumption 50:30:20 Index Fund - Regular Plan Growth Option
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-0.40%
1 Month-12.33%
3 Months—
6 Months—
1 Year—
3 Years (CAGR)—
5 Years (CAGR)—
10 Years (CAGR)—
Since Inception (Jan 2026)-17.27%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP—
3 Year SIP—
5 Year SIP—
Since Inception (Jan 2026)-57.65%
Fund Details
Fund HouseTata Mutual Fund
CategoryIndex Fund
Plan Typeregular
Optiongrowth
AUM₹49.0 Cr
Expense Ratio1.08%
Min SIP₹100
Min Lumpsum₹5,000
Launch Date02 Jan 2026
AMFI Code154064
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Tata BSE Multicap Consumption 50:30:20 Index Fund - Regular Plan Growth Option is a passively managed fund that tracks a specific market index, aiming to replicate its returns with minimal tracking error. Index funds offer low-cost, diversified exposure to the market with full transparency of holdings.
About This Fund
Tata BSE Multicap Consumption 50:30:20 Index Fund - Regular Plan Growth Option is a Index Fund mutual fund offered by Tata Mutual Fund. The fund has been operational for over 0 years. It manages assets worth ₹49.0 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.08%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •Cost-conscious investors who prefer passive investing with low expense ratios
- •SIP investors who can benefit from rupee cost averaging during market fluctuations