TATA India Consumer Fund Regular Plan - Reinvestment of Income Distribution cum Capital Withdrawal option
5.48
22.16
22.04
-
16.52
Nifty India Consumption TRI
4.16
20.89
20.96
14.47
14.7
Equity: Thematic-Consumption
2.19
20.36
22.2
14.73
11.53
Yearly Performance (%)
Nav Movement
Fund Managers
FM-1 - Sonam Udasi, FM-2 - Aditya Bagul
Investment Objective
The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its assets in equity/equity related instruments of the companies in the Consumption Oriented sectors in India.However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.The Scheme does not assure or guarantee any returns.
Returns Calculator for
TATA India Consumer Fund Regular Plan - Reinvestment of Income Distribution cum Capital Withdrawal option
Rolling returns are the annualized
returns of the scheme taken for a specified period (rolling
returns period) on every day/week/month and taken till the
last day of the duration. In this chart we are showing the
annualized returns over the rolling returns period on every
day from the start date and comparing it with the benchmark.
Rolling returns is the best measure of a fund's performance.
Trailing returns have a recency bias and point to point
returns are specific to the period in consideration. Rolling
returns, on the other hand, measures the fund's absolute and
relative performance across all timescales, without bias.
Key
Performance and Risk Statistics of
TATA India Consumer Fund Regular Plan - Reinvestment of Income Distribution cum Capital Withdrawal option
Key Statistics
Volatility
Sharpe Ratio
Alpha
Beta
Yield to Maturity
Average Maturity
TATA India Consumer Fund Regular Plan - Reinvestment of Income Distribution cum Capital Withdrawal option