Tata India Consumer Fund-Regular Plan-Growth
Fund House: Tata Mutual Fund
Category: Equity: Thematic-Consumption
Status: Open Ended Schemes
Launch Date: 05-12-2015
Minimum Investment: 5000.0
Asset Class: Equity
Minimum Topup: 1000.0
Benchmark: NIFTY India Consumption TRI
Total Assets: 2518.62 As on (29-08-2025)
Expense Ratio: 1.98% As on (31-08-2025)
Turn over: 81.00% | Exit Load: 0.25% of NAV if redeemed /switched out before 30 days from the date of allotment.
NAV as on 07-10-2025
45.1796
0.05
CAGR Since Inception
16.62%
NIFTY India Consumption TRI 14.85%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Tata India Consumer Fund-Regular Plan-Growth | -1.75 | 16.78 | 20.07 | - | 16.62 |
| Nifty India Consumption TRI | 0.75 | 17.07 | 20.45 | 14.5 | 14.85 |
| Equity: Thematic-Consumption | -3.38 | 15.46 | 20.67 | 14.56 | 13.02 |
Funds Manager
FM-1 - Sonam Udasi, FM-2 - Aditya Bagul
RETURNS CALCULATORS for Tata India Consumer Fund-Regular Plan-Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Tata India Consumer Fund-Regular Plan-Growth
Portfolio Holdings
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Sector Allocation
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PEER COMPARISION of Tata India Consumer Fund-Regular Plan-Growth
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Tata India Consumer Reg Gr | 05-12-2015 | -1.75 | 17.81 | 16.78 | 20.07 | 0.0 |
| Kotak Consumption Fund Reg Gr | 16-11-2023 | 2.81 | 0.0 | 0.0 | 0.0 | 0.0 |
| HSBC Consumption Fund Reg Gr | 31-08-2023 | 2.0 | 21.22 | 0.0 | 0.0 | 0.0 |
| Axis Consumption Fund Reg Gr | 12-09-2024 | -1.72 | 0.0 | 0.0 | 0.0 | 0.0 |
| ABSL Consumption FundGr | 05-08-2005 | -1.75 | 16.01 | 14.87 | 20.32 | 14.9 |
| Canara Robeco Consumer Trends Fund Reg Gr | 14-09-2009 | -1.89 | 16.86 | 15.58 | 20.76 | 15.74 |
| HDFC Non-Cyclical Consumer Fund Gr | 05-07-2023 | -2.94 | 16.33 | 0.0 | 0.0 | 0.0 |
| Sundaram Consumption Reg Gr | 12-05-2006 | -2.95 | 15.08 | 15.22 | 19.34 | 14.35 |
| ICICI Pru Bharat Consumption Gr | 09-04-2019 | -3.04 | 16.3 | 17.03 | 20.57 | 0.0 |
| Mirae Asset Great Consumer Reg Gr | 29-03-2011 | -3.21 | 16.87 | 16.96 | 21.73 | 15.94 |
Asset Allocation (%)
Key Performance and Risk Statistics of Tata India Consumer Fund-Regular Plan-Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Tata India Consumer Fund-Regular Plan-Growth | 12.98 | 0.75 | 1.03 | 0.89 | - | - |
| Equity: Thematic-Consumption | - | - | - | - | - | - |