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.-1.42%
2Y
FundN/A
Cat. Avg.-0.02%
3Y
FundN/A
Cat. Avg.8.81%
5Y
FundN/A
Cat. Avg.7.22%
10Y
FundN/A
Cat. Avg.10.92%
SI
Fund-6.79%
Cat. Avg.5.09%
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 | 2.22 | 5.32% |
| 2 | MAHINDRA & MAHINDRA LTD | 2.20 | 5.29% |
| 3 | ETERNAL LTD | 1.53 | 3.68% |
| 4 | HINDUSTAN UNILEVER LTD | 1.51 | 3.64% |
| 5 | MARUTI SUZUKI INDIA LTD | 1.46 | 3.50% |
| 6 | TITAN COMPANY LTD | 1.44 | 3.46% |
| 7 | ASIAN PAINTS LTD | 0.95 | 2.29% |
| 8 | TRENT LTD | 0.87 | 2.08% |
| 9 | BAJAJ AUTO LTD | 0.83 | 1.98% |
| 10 | NESTLE INDIA LTD | 0.80 | 1.93% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| SI | 09 Mar, 26 | 40000 | 39257 | -1.9% | N/A |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| SI | 12 Feb, 26 | 1 L. | 93210 | -6.8% | N/A |
SIP Calculator
Visualize how small monthly investments grow over time.
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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 Profit
₹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.