SBI Nifty 50 ETF vs TATA India Consumer Fund Direct Plan - Payout of Income Distribution cum capital withdrawal option
Side-by-side comparison of NAV, returns, expense ratio and star rating.
TopFund Analysis
TATA India Consumer Fund Direct Plan shows stronger performance metrics with a higher star rating of 5 and better returns over 3 years (12.0% CAGR) and 5 years (11.86% CAGR) compared to SBI Nifty 50 ETF, which has a star rating of 2 and lower returns (10.02% CAGR over 3 years and 8.2% over 5 years). However, TATA India Consumer Fund comes with a higher expense ratio of 0.93% compared to SBI Nifty 50 ETF's 0.34%, which may impact net returns. Investors should consider the tradeoff between the higher potential returns and the increased cost when choosing between these funds.
SBI Nifty 50 ETF
SBI Mutual Fund
★★★★★
Equity · Thematic
TATA India Consumer Fund Direct Plan - Payout of Income Distribution cum capital withdrawal option
Tata Mutual Fund
★★★★★
Equity · Thematic
| Metric | SBI Nifty 50 ETF | TATA India Consumer Fu... |
|---|---|---|
| NAV | ₹9.71 | ₹50.83 |
| Star Rating | ★★ | ★★★★★ |
| Expense Ratio | 0.34% | 0.93% |
| AUM | ₹116 Cr | ₹2,723 Cr |
| 1M Return | +0.76% | -8.6% |
| 3M Return | -2.93% | -5.52% |
| 6M Return | +3.74% | -0.02% |
| 1Y Return | -0.89% | -4.91% |
| 3Y CAGR | +10.02% | +12.0% |
| 5Y CAGR | +8.2% | +11.86% |
| Risk Level | — | — |
| Fund Manager | Viral Chhadva | Rupesh Patel, Sonam Udasi |