The Tata BSE Multicap Consumption 50:30:20 Index Fund is an open-ended passive equity index fund designed to replicate the performance of the BSE Multicap Consumption 50:30:20 Index (TRI). The scheme aims to provide long-term capital appreciation by investing in consumption-oriented companies across large-cap, mid-cap, and small-cap segments, following a predefined index methodology and maintaining minimal tracking error
A BSE Multicap Consumption 50:30:20 Index Fund is a type of index mutual fund that mirrors the performance of the BSE Multicap Consumption 50:30:20 Index (TRI). The index follows a predefined allocation structure across market capitalizations:
The index consists of companies that are primarily linked to consumption-driven sectors. The fund invests in all index constituents in the same weightage as prescribed by the index methodology. Any changes in index constituents are mirrored in the fund portfolio within defined timelines, ensuring consistency with the benchmark.
| Parameter | Details |
|---|---|
| Scheme Name | Tata BSE Multicap Consumption 50:30:20 Index Fund |
| Category | Other Schemes – Index Fund |
| Scheme Type | Open-ended |
| Benchmark Index | BSE Multicap Consumption 50:30:20 Index (TRI) |
| Investment Style | Passive |
| NFO Opens | 09 December 2025 |
| NFO Closes | 23 December 2025 |
| Reopens for Continuous Sale | 02 January 2026 |
| Face Value | ₹10 per unit |
| Minimum Investment | ₹5,000 |
| Additional Purchase | ₹1,000 |
| Exit Load | 0.25% within 15 days |
| Fund Manager | Nitin Bharat Sharma |
| Assistant Fund Manager | Rakesh Prajapati |
The investment objective of Tata BSE Multicap Consumption 50:30:20 Index Fund is:
To provide returns, before expenses, that are commensurate with the performance of the BSE Multicap Consumption 50:30:20 Index (TRI), subject to tracking error. There is no assurance or guarantee that the investment objective will be achieved
Benchmark Selection Rationale
The benchmark has been selected because:
The scheme follows a full replication strategy, where:
Tracking error measures the deviation between fund returns and benchmark returns.
The AMC actively monitors tracking error and endeavors to minimize it.
| Key Reasons |
|---|
| Low fund manager bias due to passive strategy |
| Rule-based multicap diversification across market capitalizations |
| Cost efficiency compared to actively managed funds |
| Suitable for long-term wealth creation aligned with economic demand cycles |
| Exposure to India’s consumption-driven growth theme |
This fund is suitable for investors who:
The scheme invests only in stocks included in the BSE Multicap Consumption 50:30:20 Index. Sector and company allocation strictly follows index composition. As the scheme is new, portfolio disclosures and sector allocation are currently unavailable
Expense Ratio: Check latest factsheet.
Exit Load: 0.25% if redeemed within 15 days
Taxation:
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| Investor Pain Point | Scheme Feature |
|---|---|
| Active fund manager risk | Passive index replication |
| High costs | Lower TER compared to active funds |
| Lack of transparency | Index-based holdings |
| Concentration risk | Multicap exposure |
| Tracking uncertainty | Defined tracking error controls |
A1: No. It is a passively managed index fund that replicates the benchmark index.
A2: No. The scheme does not guarantee any returns.
A3: ₹5,000 for lumpsum and ₹1,000 for additional purchases.
A4: Yes. 0.25% if redeemed within 15 days of allotment.
A5: No. The scheme is designed for long-term investors.
The Tata BSE Multicap Consumption 50:30:20 Index Fund offers structured, disciplined exposure to India’s consumption theme through a transparent, low-cost passive strategy. While it removes fund manager bias, investors must be prepared for equity market volatility and tracking differences.
Disclaimer:- Mutual Fund investments are subject to market risks, please read scheme related documents carefully before investing.
📅 Last Updated on: January 14, 2026
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