82
ConsumptionStrong Buy
Tata India Consumer
Tata · Direct–Growth · rank #1 of 25 by Smart Score
Trailing returns
1 Year
5.4%
+4.9% vs index
3 Years
15.6%
+3.4% vs index
5 Years
15.6%
+3.7% vs index
Since launch
17.3%
Year-by-year performance
2021
+29.2%-1.4% vs index
2022
+2.4%-1.4% vs index
2023
+37.5%+10.9% vs index
2024
+28.3%+12.6% vs index
2025
-0.9%-8.6% vs index
2026
+2.6%+4.3% vs index
Why this score
Tata India Consumer scores 82/100 — the top-rated Consumption fund of 25 (Strong Buy). It stands out for 3y return and 5y return — beating 96% of peers on 3y return. The main drag is its volatility (better than only 8% of peers).
Each bar shows the fund's percentile vs Consumption peers — a longer bar beats more of the category.
3Y return15.59% · 96th percentile in category
5Y return15.60% · 95th percentile in category
Sharpe ratio0.63 · 92nd percentile in category
Volatility16.92 · 8th percentile in category
Sortino ratio0.92 · 97th percentile in category
Alpha2.33 · 87th percentile in category