Sectoral · Thematic
Tata India Consumer Fund - Direct Plan - Growth Option
SignalIQ View
Descriptive research · not a buy/sell recommendation
Sharpe (3Y)
0.65
Return per unit of risk · rf 6.5%
Sortino (3Y)
0.89
Downside-only Sharpe
Max Drawdown
-32.5%
Peak-to-trough · full history
Vol (3Y)
14.0%
Annualised σ of daily returns
Positive Days
55%
Smoothness proxy
This fund has delivered moderate risk-adjusted returns over the last 3 years (Sharpe 0.65). Its worst peak-to-trough drop over the full history was 32.5% (moderate drawdowns) between 2018-08-31 and 2020-03-23. About 55% of trading days closed up.
YTD
+5.7%
Calendar YTD
1 Year
+2.1%
Trailing 12 mo
3 Year
+14.6%
CAGR
5 Year
+13.5%
CAGR
10 Year
+16.7%
CAGR
Since Inception
—
CAGR (?y)
📈 NAV History
End-of-day NAV series from AMFI (via MFAPI.in).
🎯 Rolling-Return Consistency
3-Year Rolling Windows
- Sample size
- 1904 windows
- Best window CAGR
- +28.40%
- Median CAGR
- +18.71%
- Avg CAGR
- +17.33%
- Worst window CAGR
- +2.12%
- Positive windows
- 100.0%
5-Year Rolling Windows
- Sample size
- 1412 windows
- Best window CAGR
- +26.14%
- Median CAGR
- +18.28%
- Avg CAGR
- +17.85%
- Worst window CAGR
- +9.23%
- Positive windows
- 100.0%
Every trading day in the history is treated as a potential window end-date; the fund's CAGR over the trailing 3 (or 5) years ending that day is computed, and the full distribution is summarised. A narrower band + higher "positive windows" percentage means more predictable outcomes — reduces the timing luck a single point-in-time CAGR can hide.
🏁 Peer Comparison · Top in Sectoral
| Scheme | 1Y | 3Y CAGR | 5Y CAGR | Latest NAV |
|---|---|---|---|---|
|
HDFC Transportation and Logistics Fund
HDFC Mutual Fund
|
+6.9% | +25.0% | — | — |
|
SBI Healthcare Opportunities Fund
SBI Mutual Fund
|
+20.6% | +24.5% | +18.9% | — |
|
UTI - Healthcare Fund
UTI Mutual Fund
|
+16.3% | +24.4% | +16.5% | — |
|
LIC MF Infrastructure Fund
LIC Mutual Fund
|
+8.6% | +24.1% | +22.3% | — |
|
Franklin Asian Equity Fund
Franklin Templeton Mutual Fund
|
+35.2% | +23.6% | +10.0% | — |
|
LIC MF Healthcare Fund
LIC Mutual Fund
|
+15.4% | +22.7% | — | — |
|
Tata India Consumer Fund (this fund)
Tata Mutual Fund
|
+2.1% | +14.6% | +13.5% | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future results. This page publishes descriptive rank-and-return analysis only — not personalised advice on which fund to buy. Trailing returns and rolling-window statistics are computed from AMFI's official daily NAV series. Research by Equity Alfa Analytics, SEBI Registered Research Analyst · INH000024985 · BSE RAASB Enlistment 6942.