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Tata India Consumer Fund Regular-growth
Equity
Mid Cap
Very High Risk
Latest AUM
₹ 2,261.1 Cr.
NAV as on 24 jul, 2026
₹ 45.96
+20.58%
3 years annulised
This Fund
Fund Details
Fund Names
Tata India Consumer Fund Regular-growth
Inception Date
28 Dec 2015
Lock In
No Lock-in
SIP Minimum Investment amount
₹100
SWP Minimum Investment amount
₹500
STP Minimum Investment amount
₹500
Risk
Principal at very high risk
Portfolio Composition Analysis
Equity
96.41%
Cash
3.59%
Portfolio Updated on: 10 Jul, 2026
Sector Allocations
Equity
Consumer Staples
Consumer Discretionary
Technology
Industrials
Financial
Healthcare
Materials
Portfolio Updated on: 24 jul, 2026
Top 10 Holdings
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ITC Ltd | Consumer Staples | Equity | 9.37% |
| ITC Ltd | Consumer Staples | Equity | 9.09% |
| ITC Ltd | Consumer Staples | Equity | 9.12% |
| ITC Ltd | Consumer Staples | Equity | 9.12% |
| ITC Ltd | Consumer Staples | Equity | 8.80% |
| Zomato Ltd | Technology | Equity | 8.62% |
| ITC Ltd | Consumer Staples | Equity | 8.58% |
| Zomato Ltd | Technology | Equity | 8.05% |
| Zomato Ltd | Technology | Equity | 1.00% |
| Zomato Ltd | Technology | Equity | 8.46% |
Debt & Credit Risk Analysis
| Alpha | -0.39% |
| Beta | 0.79% |
| Sharpe Ratio | 0.51% |
| Standard Deviation | 15.51% |
Returns Analysis
| Tenure | Absolute | Annualised | Category Average |
|---|---|---|---|
| 3 Months | 5.59% | NA | 5.96% |
| 6 Months | 8.99% | NA | 13.82% |
| 9 Months | -0.33% | NA | 4.93% |
| 1 Year | 2.42% | 2.42% | -1.04% |
| 2 Years | 6.65% | 3.27% | 19.09% |
| 3 Years | 47.69% | 13.88% | 17.18% |
| 5 Years | 89.27% | 13.61% | 20.45% |
| 7 Years | 190.91% | 16.48% | NA |
| 10 Years | 327.27% | 15.63% | 14.39% |
Tata India Consumer Fund Regular-growth is one Equity mutual fund offered by Tata Mutual Fund. Launched on 28 Dec 2015, the fund aims Long Term Capital Appreciation. Investment in equity/equity related instruments of the companies in the Consumption Oriented sector in India. It manages assets worth ₹2,261.1 crore as on Tue Mar 31, 2026. The expense ratio stands at 2.04%.
Aditya Bagul has experience Prior to joining Tata Mutual Fund, he has worked with Axis Capital Ltd., Ambit Capital and Reliance Capital
Sonam Udasi has experience Prior to joining Tata AMC he was associated with ASK Raymond James, JM Financial AMC, Prime Securities, BRICS Securities and IDBI Capital Market Services Ltd.
Top Performing Mutual Funds
| Fund name | |||||||
|---|---|---|---|---|---|---|---|
| Tata India Consumer Fund Direct-growth | 2,261.1 | +2.21% | +5.91% | +9.66% | +3.71% | +15.32% | +15.07% |
| Tata India Consumer Fund Direct-idcw | 2,261.1 | +2.21% | +5.91% | +9.66% | +3.71% | +15.32% | +15.07% |
| ICICI Prudential Bharat Consumption Fund Direct-growth | 2,768.8 | +0.61% | +2.43% | +3.18% | -2.35% | +11.54% | +14.90% |
| ICICI Prudential Bharat Consumption Fund Direct-idcw | 2,768.8 | +0.61% | +2.43% | +3.18% | -2.35% | +11.54% | +14.90% |
| Nippon India Consumption Fund Direct-growth | 2,185.9 | +2.99% | +4.30% | +3.29% | -3.27% | +11.59% | +14.60% |
| Nippon India Consumption Fund Direct-idcw | 2,185.9 | +2.99% | +4.30% | +3.29% | -3.27% | +11.59% | +14.60% |
| Mirae Asset Great Consumer Fund Direct-growth | 4,018.3 | +1.03% | +3.99% | +4.13% | -1.76% | +11.42% | +14.20% |
| Mirae Asset Great Consumer Fund Direct-idcw | 4,018.3 | +1.03% | +3.99% | +4.13% | -1.76% | +11.42% | +14.20% |
| ICICI Prudential Bharat Consumption Fund-growth | 2,768.8 | +0.53% | +2.21% | +2.72% | -3.24% | +10.54% | +13.86% |
| ICICI Prudential Bharat Consumption Fund-idcw | 2,768.8 | +0.53% | +2.21% | +2.72% | -3.24% | +10.54% | +13.86% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More Funds from Tata Mutual Fund
| Fund name | |||||||
|---|---|---|---|---|---|---|---|
| Tata India Consumer Fund Direct-growth | 2,261.1 | +2.21% | +5.91% | +9.66% | +3.71% | +15.32% | +15.07% |
| Tata India Consumer Fund Direct-idcw | 2,261.1 | +2.21% | +5.91% | +9.66% | +3.71% | +15.32% | +15.07% |
| Tata India Consumer Fund Regular-idcw | 2,261.1 | +2.11% | +5.59% | +8.99% | +2.42% | +13.88% | +13.61% |
| Tata Bse Multicap Consumption 50:30:20 Index Fund Direct-growth | 40.7 | +1.86% | +3.29% | +3.91% | — | — | — |
| Tata Bse Multicap Consumption 50:30:20 Index Fund Regular-growth | 40.7 | +1.79% | +3.09% | +3.49% | — | — | — |
| Tata Bse Multicap Consumption 50:30:20 Index Fund Regular-idcw | 40.7 | +1.79% | +3.09% | +3.49% | — | — | — |
| Tata Bse Multicap Consumption 50:30:20 Index Fund Direct-idcw | 40.7 | +1.86% | +3.29% | +3.91% | — | — | — |
growth is based on 1-month returns of the funds
Top Mutual Funds
| Fund name | |||||||
|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Consumption Fund Regular-growth | 5,477.9 | +0.69% | +1.20% | -0.96% | -5.95% | +8.52% | +10.46% |
| Aditya Birla Sun Life Consumption Fund Regular-growth | 5,477.9 | +0.69% | +1.20% | -0.96% | -5.95% | +8.52% | +10.46% |
| Aditya Birla Sun Life Consumption Direct Fund-growth | 5,477.9 | +0.77% | +1.46% | -0.45% | -4.96% | +9.68% | +11.69% |
| Aditya Birla Sun Life Consumption Fund Regular-growth | 5,477.9 | +0.69% | +1.20% | -0.96% | -5.95% | +8.52% | +10.46% |
| Aditya Birla Sun Life Consumption Direct Fund-growth | 5,477.9 | +0.77% | +1.46% | -0.45% | -4.96% | +9.68% | +11.69% |
| Aditya Birla Sun Life Consumption Fund Regular-growth | 5,477.9 | +0.69% | +1.20% | -0.96% | -5.95% | +8.52% | +10.46% |
| Aditya Birla Sun Life Consumption Direct Fund-growth | 5,477.9 | +0.77% | +1.46% | -0.45% | -4.96% | +9.68% | +11.69% |
| Aditya Birla Sun Life Consumption Fund Regular-growth | 5,477.9 | +0.69% | +1.20% | -0.96% | -5.95% | +8.52% | +10.46% |
| Aditya Birla Sun Life Consumption Direct Fund-growth | 5,477.9 | +0.77% | +1.46% | -0.45% | -4.96% | +9.68% | +11.69% |
| Aditya Birla Sun Life Consumption Fund Regular-growth | 5,477.9 | +0.69% | +1.20% | -0.96% | -5.95% | +8.52% | +10.46% |
Top funds are based on Fund AUM
Top Equity Funds
| Fund name | ||||
|---|---|---|---|---|
| Tata India Consumer Fund Direct-growth | ₹53.56 | +15.32% | +15.07% | — |
| Tata India Consumer Fund Direct-idcw | ₹51.91 | +15.32% | +15.07% | — |
| Icici Prudential Bharat Consumption Fund Direct-growth | ₹26.57 | +11.54% | +14.90% | — |
| Icici Prudential Bharat Consumption Fund Direct-idcw | ₹17.05 | +11.54% | +14.90% | — |
| Nippon India Consumption Fund Direct-growth | ₹217.28 | +11.59% | +14.60% | — |
| Nippon India Consumption Fund Direct-idcw | ₹53.22 | +11.59% | +14.60% | — |
| Mirae Asset Great Consumer Fund Direct-growth | ₹109.50 | +11.42% | +14.20% | — |
| Mirae Asset Great Consumer Fund Direct-idcw | ₹65.75 | +11.42% | +14.20% | — |
| Icici Prudential Bharat Consumption Fund-growth | ₹24.51 | +10.54% | +13.86% | — |
| Icici Prudential Bharat Consumption Fund-idcw | ₹15.23 | +10.54% | +13.86% | — |
growth is based on 5Y returns of the funds
Historical NAV
| Date | NAV |
|---|---|
| 24 Jul 2026 | ₹45.96 |
| 23 Jul 2026 | ₹46.17 |
| 22 Jul 2026 | ₹46.52 |
| 21 Jul 2026 | ₹46.44 |
| 20 Jul 2026 | ₹46.53 |
| 17 Jul 2026 | ₹46.26 |
| 16 Jul 2026 | ₹46.37 |
| 15 Jul 2026 | ₹46.48 |
| 14 Jul 2026 | ₹46.25 |
| 13 Jul 2026 | ₹46.32 |
| 10 Jul 2026 | ₹46.62 |
| 09 Jul 2026 | ₹46.51 |
| 08 Jul 2026 | ₹46.13 |
| 07 Jul 2026 | ₹46.56 |
| 06 Jul 2026 | ₹46.76 |
| 03 Jul 2026 | ₹46.44 |
| 02 Jul 2026 | ₹46.43 |
| 01 Jul 2026 | ₹46.26 |
| 30 Jun 2026 | ₹45.65 |
| 29 Jun 2026 | ₹45.19 |
| 25 Jun 2026 | ₹45.20 |
| 24 Jun 2026 | ₹45.01 |
| 23 Jun 2026 | ₹45.12 |
| 22 Jun 2026 | ₹45.43 |
| 19 Jun 2026 | ₹45.48 |
| 18 Jun 2026 | ₹45.31 |
| 17 Jun 2026 | ₹45.27 |
| 15 Jun 2026 | ₹44.55 |
| 12 Jun 2026 | ₹43.95 |
| 11 Jun 2026 | ₹43.41 |
Portfolio Updated on: 25 Jul, 2026
Fund Growth & Size Analysis
+₹2,261.1 Cr
Since Launch
This Fund
Category Average
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Tata India Consumer Fund Regular-growth Returns Comparison
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Tata India Consumer Fund Regular-growth FAQ'S
- Sharpe Ratio: 0.51%
- Standard Deviation: 15.51%
- Beta: 0.79%
- Alpha: -0.39%
Additional important ratios:
As of Tue Mar 31, 2026, the total assets managed under Tata India Consumer Fund Regular-growth stand at approximately ₹ 2,261.1 crore.
The Tata India Consumer Fund Regular-growth has delivered the following short-term performance:
- 3 Months Return: 5.59%
- 6 Months Return: 8.99%
The historical growth of the Tata India Consumer Fund Regular-growth is reflected through its CAGR returns:
- 3 Year CAGR: 13.88%
- 5 Year CAGR: 13.61%
- Return Since Launch: 15.51%
The portfolio of Tata India Consumer Fund Regular-growth is distributed across different asset classes as follows:
- Equity: 96.41%
- Other Assets: 3.59%
The Tata India Consumer Fund Regular-growth is managed by Sonam Udasi, representing Tata Mutual Fund.
The Tata India Consumer Fund Regular-growth investments are allocated across market caps in the following manner:
- Large Cap Stocks: 1.00%
- Mid Cap Stocks: 1.00%
- Small Cap Stocks: 1.00%
Top stock holdings of Tata India Consumer Fund Regular-growth include:
- ITC Ltd – represents 9.37% of the portfolio
- ITC Ltd – represents 9.09% of the portfolio
- ITC Ltd – represents 9.12% of the portfolio
- ITC Ltd – represents 9.12% of the portfolio
- ITC Ltd – represents 8.80% of the portfolio
- Zomato Ltd – represents 8.62% of the portfolio
- ITC Ltd – represents 8.58% of the portfolio
- Zomato Ltd – represents 8.05% of the portfolio
- Zomato Ltd – represents 1.00% of the portfolio
- Zomato Ltd – represents 8.46% of the portfolio
Major sector exposures in Tata India Consumer Fund Regular-growth are:
- Consumer Staples – accounts for 338.86% of the portfolio
- Consumer Discretionary – accounts for 295.73% of the portfolio
- Technology – accounts for 92.20% of the portfolio
- Industrials – accounts for 88.65% of the portfolio
- Financial – accounts for 78.90% of the portfolio
