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: 2457.37 As on (30-06-2025)
Expense Ratio: 1.98% As on (30-06-2025)
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 28-07-2025
44.1833
-0.1852
CAGR Since Inception
16.71%
NIFTY India Consumption TRI 14.74%
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 | 1.71 | 19.1 | 21.44 | - | 16.71 |
| Nifty India Consumption TRI | 2.36 | 17.59 | 20.12 | 13.62 | 14.74 |
| Equity: Thematic-Consumption | -2.51 | 16.95 | 21.1 | 14.11 | 11.93 |
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 | 1.71 | 18.66 | 19.1 | 21.44 | 0.0 |
| HSBC Consumption Fund Reg Gr | 31-08-2023 | 5.34 | 0.0 | 0.0 | 0.0 | 0.0 |
| Kotak Consumption Fund Reg Gr | 16-11-2023 | 2.28 | 0.0 | 0.0 | 0.0 | 0.0 |
| HDFC Non-Cyclical Consumer Fund Gr | 05-07-2023 | 0.87 | 18.81 | 0.0 | 0.0 | 0.0 |
| Canara Robeco Consumer Trends Fund Reg Gr | 14-09-2009 | 0.36 | 17.48 | 17.68 | 21.7 | 15.23 |
| Sundaram Consumption Reg Gr | 12-05-2006 | -0.5 | 17.24 | 17.28 | 19.84 | 13.75 |
| ABSL India GenNext Fund Gr | 05-08-2005 | -0.88 | 15.27 | 16.08 | 20.85 | 14.54 |
| ICICI Pru Bharat Consumption Gr | 09-04-2019 | -2.08 | 16.04 | 17.45 | 20.67 | 0.0 |
| Mirae Asset Great Consumer Reg Gr | 29-03-2011 | -3.04 | 15.75 | 18.29 | 22.22 | 15.27 |
| Nippon India Consumption Gr Gr | 30-09-2004 | -3.82 | 16.47 | 18.18 | 23.41 | 13.99 |
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 | 1.09 | 2.45 | 0.9 | - | - |
| Equity: Thematic-Consumption | - | - | - | - | - | - |