Tata BSE Multicap Consumption 50 30 20 Index Fund - Regular Plan IDCW Reinvestment Option
Expense Ratio: -
Risk: -
Other Scheme - Index Funds
Plan: Regular
Benchmark: -
Inception: 09-12-2025
Exit Load: Nil
Fund Size:₹40.65 Cr
Performance
1Y
FundN/A
Cat. Avg.1.75%
2Y
FundN/A
Cat. Avg.2.72%
3Y
FundN/A
Cat. Avg.10.69%
5Y
FundN/A
Cat. Avg.10.71%
10Y
FundN/A
Cat. Avg.11.39%
SI
Fund-1.81%
Cat. Avg.6.89%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | ITC LTD | 2.43 | 5.97% |
| 2 | MAHINDRA & MAHINDRA LTD | 2.32 | 5.70% |
| 3 | HINDUSTAN UNILEVER LTD | 1.61 | 3.95% |
| 4 | ETERNAL LTD | 1.43 | 3.52% |
| 5 | MARUTI SUZUKI INDIA LTD | 1.42 | 3.49% |
| 6 | TITAN COMPANY LTD | 1.41 | 3.47% |
| 7 | HERO MOTOCORP LTD | 0.97 | 2.39% |
| 8 | ASIAN PAINTS LTD | 0.85 | 2.10% |
| 9 | BAJAJ AUTO LTD | 0.82 | 2.01% |
| 10 | EICHER MOTORS LTD | 0.79 | 1.94% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| SI | 07 May, 26 | 15000 | 15338 | +2.3% | N/A |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| SI | 20 Apr, 26 | 1 L. | 1.03 L. | +2.7% | N/A |
SIP Planner
Visualize how small monthly investments grow over time.
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Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
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%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.