SBI Nifty 50 ETF vs TATA India Consumer Fund Direct Plan - Reinvestment of Income Distribution cum capital withdrawal option
Side-by-side comparison of NAV, returns, expense ratio and star rating.
TopFund Analysis
The TATA India Consumer Fund Direct Plan stands out with a higher star rating of 5 compared to the 2-star rating of the SBI Nifty 50 ETF, indicating stronger overall performance and management quality. However, this fund comes with a higher expense ratio of 0.93% versus 0.34% for the SBI ETF, which may impact net returns. While the SBI ETF has better short-term performance over one year, the TATA fund shows superior long-term growth with higher 3-year and 5-year CAGR returns. Investors should consider the tradeoff between lower costs with SBI's ETF and the potentially higher returns from TATA's fund.
SBI Nifty 50 ETF
SBI Mutual Fund
★★★★★
Equity · Thematic
TATA India Consumer Fund Direct Plan - Reinvestment 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 |