Tata India Consumer Fund-Direct Plan-Growth
Tata Mutual Fund Equity Sectoral/ Thematic
Expense Ratio
0.72%
AUM
₹516.25 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-57.80%
Poor
6 Months
-7.89%
Poor
1 Year
+0.64%
Poor
3 Years
+18.56%
Excellent
5 Years
+16.32%
Excellent
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹516.25 Cr
Recent Trend
Growing
Stability Score
15.3
Growth Assessment
Good Growth
Growth Performance
Historical returns
1Y
Annual Growth
+16.37%
3Y
3Y CAGR
+105.43%
5Y
5Y CAGR
+159.17%
Growth Assessment: Good Growth
• Steady growth in investor base
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Moderate - Balanced risk with moderate price fluctuations
Volatility
13.90%
Annualized standard deviation
Sharpe Ratio
0.989
Fair - Risk-adjusted return
Max Drawdown
-20.70%
High - Worst decline
Consistency
67.4%
Performance consistency
Volatility Breakdown
Daily Volatility
0.88%
Average daily price movement
Annualized Volatility
13.90%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance