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Tata BSE Multicap Consumption 50:30:20 Index Fund - Regular Plan Growth Option is an index scheme managed by Tata Mutual Fund. The total expense ratio is 1.08% on assets of ₹44Cr. The fund is currently managed by Nitin Bharat Sharma, appointed within the last year.
Lower is better.
This scheme classifies as Large-Growth on the 3x3 equity style box, with 56% of its portfolio classified as of 2026-04-30.
| Holding | Sector |
|---|
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| Varun Beverages Ltd | Consumer Defensive | 1.33% |
| Swiggy Pvt Ltd | Consumer Cyclical | 1.23% |
| PG Electroplast Limited | Technology | 0.62% |
| ITC Hotels Ltd. | Consumer Cyclical | 0.59% |
| Ola Electric Mobility Ltd | Consumer Cyclical | 0.55% |
| Hyundai Motor India Ltd | Consumer Cyclical | 0.48% |
| Aditya Birla Lifestyle Brands Limited | Consumer Cyclical | 0.39% |
| JBM Auto Limited | Consumer Cyclical | 0.18% |
| Sector | Holdings | Weight |
|---|---|---|
| Automobiles | 2 | 20.67% |
| Consumer Durables | 1 | 16.28% |
| Auto Components | 1 | 12.23% |
| Retailing | 2 | 11.91% |
| Diversified FMCG | 2 | 9.67% |
| Realty | 9 | 6.13% |
| Beverages | 1 | 4.33% |
| Leisure Services | 1 | 4.04% |
| Personal Products | 6 | 3.95% |
| Food Products | 4 | 3.81% |
| Agricultural Food & other Products | 4 | 3.65% |
| Textiles & Apparels | 4 | 1.77% |
| Fertilizers & Agrochemicals | 1 | 0.63% |
| Entertainment | 1 | 0.43% |
| Cigarettes & Tobacco Products | 1 | 0.30% |
| Household Products | 1 | 0.26% |
Active bets vs the average Index fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
Top-10 weight 5.4% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Index.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.