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NAVs as of 20 Aug 2026

Tata BSE Multicap Consumption 50:30:20 Index FundDirect · IDCWICICI Prudential NASDAQ 100 Index FundDirect · IDCWICICI Prudential Nifty Auto Index FundDirect · IDCWKotak Nifty Smallcap 50 Index FundDirect · IDCW4 of 4 funds
Comparing the maximum of 4. Replace which fund?

Growth of ₹100 (rebased over the selected window)

Common period 02 Jan 202620 Aug 2026, limited by Tata BSE Multicap Consumption 50:30:20 Index Fund. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one.

View as table
Growth of ₹100, sampled across the common period
DateTata BSE Multicap Consumption 50:30:20 Index FundICICI Prudential NASDAQ 100 Index FundICICI Prudential Nifty Auto Index FundKotak Nifty Smallcap 50 Index FundNifty 500Nasdaq 100Nifty Smallcap 250
02 Jan 2026₹100.00₹100.00₹100.00₹100.00₹100.00₹100.00₹100.00
21 Jan 2026₹93.19₹102.09₹93.28₹93.41₹94.76₹100.48₹92.16
09 Feb 2026₹96.77₹100.58₹96.46₹98.06₹98.28₹100.25₹96.86
01 Mar 2026₹94.49₹99.98₹97.83₹95.98₹96.13₹99.02₹94.55
20 Mar 2026₹86.13₹98.27₹85.91₹88.59₹88.50₹94.81₹88.07
08 Apr 2026₹89.50₹101.52₹90.41₹93.09₹91.86₹98.80₹92.19
27 Apr 2026₹94.04₹113.27₹90.57₹100.79₹94.70₹108.33₹99.51
16 May 2026₹92.28₹123.03₹90.62₹101.67₹93.49₹115.55₹99.57
04 Jun 2026₹91.52₹128.21₹91.05₹102.69₹93.36₹120.64₹101.53
24 Jun 2026₹94.01₹121.87₹91.92₹107.57₹95.96₹115.92₹105.89
13 Jul 2026₹96.55₹123.44₹94.23₹111.14₹96.88₹116.10₹108.19
01 Aug 2026₹98.70₹118.67₹100.53₹111.40₹97.35₹112.17₹106.69
20 Aug 2026₹99.86₹122.95₹102.61₹114.43₹97.57₹115.97₹109.19

Portfolio overlap (same stocks held through more than one fund)

Some overlap is structural: SEBI defines large cap as the top 100 stocks by market capitalisation, so two large-cap funds are fishing the same pond by regulation. The bands below are measured per sleeve pairing rather than against one blanket threshold. How this is measured →

Percentage of each pair of funds' equity books held in the same stocks. Select a cell to list that pair's shared holdings below.
OverlapTata BSE Multicap Consumption 50:30:20 Index FundICICI Prudential Nifty Auto Index FundKotak Nifty Smallcap 50 Index Fund
Tata BSE Multicap Consumption 50:30:20 Index Fund
ICICI Prudential Nifty Auto Index Fund
Kotak Nifty Smallcap 50 Index Fund
0% → 60%+ sharedSelect a cell to list that pair's shared stocks.

Tata BSE Multicap Consumption 50:30:20 Index Fund and ICICI Prudential Nifty Auto Index Fund share 24% of their equity book by weight.

Shared holdings — Tata BSE Multicap Consumption 50:30:20 Index Fund vs ICICI Prudential Nifty Auto Index Fund

Stocks held by both Tata BSE Multicap Consumption 50:30:20 Index Fund and ICICI Prudential Nifty Auto Index Fund, with each fund's weight and the weight they share.
StockTata BSE Multicap Consumption 50:30:20 Index FundICICI Prudential Nifty Auto Index Fund
Mahindra & Mahindra Ltd5.30%23.21%5.30%
Maruti Suzuki India Ltd3.50%15.60%3.50%
Bajaj Auto Ltd1.98%9.12%1.98%
Eicher Motors Ltd1.87%8.26%1.87%
Hero Motocorp Ltd1.84%5.27%1.84%
Bharat Forge Ltd1.72%4.84%1.72%
TVS Motor Company Ltd1.55%6.89%1.55%
Tata Motors Ltd1.42%6.24%1.42%
Samvardhana Motherson International Ltd1.26%5.54%1.26%
Tube Investments Of India Ltd0.95%2.74%0.95%
Sona BLW Precision Forgings Ltd0.83%2.35%0.83%
Bosch Ltd0.65%2.93%0.65%
UNO Minda Ltd0.58%1.68%0.58%
Exide Industries Ltd0.52%1.49%0.52%

14 shared of 100 / 15 positions. Weights are shown as a share of each fund's equity book.

No published holdings for ICICI Prudential NASDAQ 100 Index Fund — left out entirely rather than counted as 0% overlap.

Tata BSE Multicap Consumption 50:30:20 Index Fund, ICICI Prudential NASDAQ 100 Index Fund, ICICI Prudential Nifty Auto Index Fund, Kotak Nifty Smallcap 50 Index Fund compared on return, risk, benchmark-relative, cost and portfolio metrics, against the Index Funds median.
Metric
Tata · Direct · IDCW
NAV ₹10.06
Very High risk
Unrated
ICICI Prudential · Direct · IDCW
NAV ₹24.30
Very High risk
★★★★☆
ICICI Prudential · Direct · IDCW
NAV ₹23.71
Very High risk
★★★★☆
Kotak Mahindra · Direct · IDCW
NAV ₹23.18
Very High risk
★★★★☆
Category median
Index Funds · 271 funds
+37.86%Best in row+15.89%+13.92%+5.06%
+31.72%Best in row+24.43%+22.91%+7.78%
-0.14%+19.98%+24.87%+27.81%Best in row+7.54%
+23.84%+29.23%Best in row+21.86%+17.62%
+26.36%+26.36%+23.98%+8.12%
Risk
18.21%Best in row21.33%19.23%20.52%13.54%
1.18Best in row0.930.800.16
1.76Best in row1.351.080.22
-17.42%Best in row-30.04%-28.33%-25.00%-15.77%
Nifty 500Nasdaq 100Nifty 500Nifty Smallcap 250
+5.09%+10.85%Best in row+4.51%+0.53%
0.991.081.011.00
109.7%140.9%Best in row111.5%102.2%
89.3%Best in row99.0%98.0%98.0%
0.52%0.63%0.35%0.35%0.34%
₹43.25Cr₹3,348Cr₹216.49Cr₹201.40Cr₹191.88Cr
0.25%NoneNoneNone
₹100₹100₹1.00K₹100
₹5.00K₹1.00K₹1.00K₹100
26%16%26%79%38%
Rakesh PrajapatiSharmila D'silvaAshwini BharuchaAbhishek Bisen
02 Jan 202619 Oct 202112 Oct 202218 Apr 2023
1001550
33.2%88.7%31.7%
0.1%0.1%0.1%-0.2%
5 rows carry the same value for every fund — show
5Y return (CAGR)
10Y return (CAGR)
5Y rolling avg
10Y rolling avg
Lock-in
None

Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.