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Fund Overview of Tata India Consumer Fund Regular-growth
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₹2,582.9 CrAUM
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₹45.27NAV
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2.73%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Tata India Consumer Fund Regular-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 13.09% | NA | 5.85% |
| 6 Months | 1.37% | NA | 13.74% |
| 1 Year | 5.59% | 5.59% | -0.98% |
| 2 Years | 10.52% | 5.13% | 19.37% |
| 3 Years | 47.85% | 13.92% | 18.47% |
| 5 Years | 92.69% | 14.02% | 22.00% |
| 7 Years | 174.06% | 15.49% | NA |
| 10 Years | 346.55% | 16.14% | 15.64% |
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Asset Allocation
equities
97.26%other assets or cash equivalents
2.74%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 ₹2,582.9 crore as on Sun May 31, 2026. The expense ratio stands at 2.73%. Fund Manager Manager Education Fund Manager Manager EducationAbout Tata India Consumer Fund Regular-growth
The portfolio allocation consists of 97.26% in equities, 2.74% in other assets or cash equivalents.Managed by Sonam Udasi, it has delivered a return of 5.59% in the last year, a total return since inception of 15.50%.
Depending on risk tolerance individuals may review best sip as part of the overall investment planning.
Key Metrics of Tata India Consumer Fund Regular-growth
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Standard Deviation16.88%
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Sharpe Ratio0.53%
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Alpha1.26%
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Beta0.97%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Tata India Consumer Fund Direct-growth  |
₹2,583 | 2.88% | 13.44% | 6.91% | 15.37% | 15.49% |
| Tata India Consumer Fund Direct-idcw |
₹2,583 | 2.88% | 13.44% | 6.91% | 15.37% | 15.49% |
| Nippon India Consumption Fund Direct-growth |
₹2,368 | 1.52% | 7.40% | -3.18% | 11.71% | 14.90% |
| Nippon India Consumption Fund Direct-idcw |
₹2,368 | 1.52% | 7.40% | -3.18% | 11.71% | 14.90% |
| Mirae Asset Great Consumer Fund Direct-growth |
₹4,389 | 3.19% | 9.57% | 1.66% | 12.33% | 14.83% |
| Mirae Asset Great Consumer Fund Direct-idcw |
₹4,389 | 3.19% | 9.57% | 1.66% | 12.33% | 14.83% |
| ICICI Prudential Bharat Consumption Fund Direct-growth |
₹3,052 | 1.51% | 7.88% | -0.38% | 12.89% | 14.76% |
| ICICI Prudential Bharat Consumption Fund Direct-idcw |
₹3,052 | 1.51% | 7.88% | -0.38% | 12.89% | 14.76% |
| SBI Consumption Opportunities Fund Direct-growth |
₹2,806 | 0.16% | 5.12% | -5.41% | 8.79% | 14.32% |
| SBI Consumption Opportunities Fund Direct-idcw |
₹2,806 | 0.16% | 5.12% | -5.41% | 8.79% | 14.32% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Tata Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Tata India Consumer Fund Direct-growth
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₹2,583 | 2.88% | 13.44% | 2.00% | 6.91% | 15.37% |
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Tata India Consumer Fund Direct-idcw
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₹2,583 | 2.88% | 13.44% | 2.00% | 6.91% | 15.37% |
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Tata India Consumer Fund Regular-idcw
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₹2,583 | 2.76% | 13.09% | 1.37% | 5.59% | 13.92% |
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Tata Bse Multicap Consumption 50:30:20 Index Fund Regular-growth
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₹42 | 1.85% | 7.66% | - | - | - |
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Tata Bse Multicap Consumption 50:30:20 Index Fund Direct-growth
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₹42 | 1.93% | 7.88% | - | - | - |
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Tata Bse Multicap Consumption 50:30:20 Index Fund Regular-idcw
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₹42 | 1.85% | 7.66% | - | - | - |
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Tata Bse Multicap Consumption 50:30:20 Index Fund Direct-idcw
|
₹42 | 1.93% | 7.88% | - | - | - |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Consumption Fund Regular-growth |
₹5,843 | ₹201.69 | 9.31% | 10.98% | 13.65% |
| Aditya Birla Sun Life Consumption Direct Fund-growth |
₹5,843 | ₹232.85 | 10.48% | 12.21% | 14.94% |
| Aditya Birla Sun Life Consumption Fund Regular-idcw |
₹5,843 | ₹34.99 | 9.31% | 10.98% | 13.65% |
| Aditya Birla Sun Life Consumption Direct Fund-idcw |
₹5,843 | ₹44.80 | 10.48% | 12.21% | 14.94% |
| Mirae Asset Great Consumer Fund Regular-growth |
₹4,389 | ₹89.80 | 10.73% | 13.15% | 15.20% |
| Mirae Asset Great Consumer Fund Direct-growth |
₹4,389 | ₹108.42 | 12.33% | 14.83% | 16.91% |
| Mirae Asset Great Consumer Fund Regular-idcw |
₹4,389 | ₹25.16 | 10.73% | 13.15% | 15.20% |
| Mirae Asset Great Consumer Fund Direct-idcw |
₹4,389 | ₹65.09 | 12.33% | 14.83% | 16.91% |
| ICICI Prudential Bharat Consumption Fund-growth |
₹3,052 | ₹24.28 | 11.87% | 13.69% | - |
| ICICI Prudential Bharat Consumption Fund Direct-growth |
₹3,052 | ₹26.30 | 12.89% | 14.76% | - |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Zomato Ltd | Technology | 8.03% | ₹207.48 Cr |
| Titan Company Ltd | Consumer Discretionary | 7.53% | ₹194.37 Cr |
| Nestle India Ltd | Consumer Staples | 6.29% | ₹162.48 Cr |
| Varun Beverages Ltd | Consumer Staples | 5.35% | ₹138.28 Cr |
| Radico Khaitan Ltd | Consumer Staples | 5.09% | ₹131.37 Cr |
| Tata Consumer Products Ltd | Consumer Staples | 4.81% | ₹124.15 Cr |
| Bse Ltd | Financial | 4.05% | ₹104.48 Cr |
| United Spirits Ltd | Consumer Staples | 3.32% | ₹85.73 Cr |
| Bikaji Foods International Ltd | Consumer Staples | 3.28% | ₹84.83 Cr |
| Itc Ltd | Consumer Staples | 3.23% | ₹83.40 Cr |
| Trent Ltd | Consumer Discretionary | 3.09% | ₹79.83 Cr |
| Cartrade Tech Ltd | Consumer Discretionary | 3.09% | ₹79.80 Cr |
| Bajaj Auto Ltd | Consumer Discretionary | 2.92% | ₹75.31 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 2.88% | ₹74.45 Cr |
| Doms Industries Ltd. | Industrials | 2.78% | ₹71.91 Cr |
| Ather Energy Ltd. | Consumer Discretionary | 2.69% | ₹69.42 Cr |
| Cash/net Current Assets | Unspecified | 2.61% | ₹67.96 Cr |
| Bharti Airtel Ltd | Technology | 2.55% | ₹65.84 Cr |
| Apollo Hospitals Enterprise Ltd | Healthcare | 2.28% | ₹58.87 Cr |
| Lg Electronics India Ltd. | Consumer Discretionary | 2.25% | ₹58.06 Cr |
| Hdfc Asset Management Company Ltd | Financial | 2.05% | ₹52.95 Cr |
| Dixon Technologies (india) Ltd | Consumer Discretionary | 2.01% | ₹51.86 Cr |
| Metro Brands Ltd | Consumer Discretionary | 1.81% | ₹46.79 Cr |
| Cera Sanitaryware Ltd | Industrials | 1.61% | ₹41.57 Cr |
| Pngs Reva Diamond Jewellery Ltd. | 1.51% | ₹39.03 Cr | |
| Honasa Consumer Ltd. | Consumer Staples | 1.42% | ₹36.58 Cr |
| Gillette India Ltd | Consumer Staples | 1.40% | ₹36.07 Cr |
| Billionbrains Garage Ventures Ltd. | 1.30% | ₹33.61 Cr | |
| Avenue Supermarts Ltd | Consumer Staples | 1.13% | ₹29.19 Cr |
| Dr. Lal Pathlabs Ltd | Healthcare | 1.12% | ₹28.93 Cr |
| Adani Wilmar Ltd | Consumer Staples | 1.06% | ₹27.35 Cr |
| Ethos Ltd | Consumer Discretionary | 1.03% | ₹26.58 Cr |
| Pricol Ltd | Consumer Discretionary | 1.01% | ₹25.97 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 0.96% | ₹24.67 Cr |
| Maruti Suzuki India Ltd | Consumer Discretionary | 0.91% | ₹23.63 Cr |
| Pg Electroplast Ltd | Industrials | 0.73% | ₹18.96 Cr |
| Endurance Technologies Ltd | Consumer Discretionary | 0.69% | ₹17.70 Cr |
| Repo | Unspecified | 0.13% | ₹3.48 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Tata India Consumer Fund Direct-growth |
₹52.70 | 15.37% | 15.49% | - |
| Tata India Consumer Fund Direct-idcw |
₹51.07 | 15.37% | 15.49% | - |
| Nippon India Consumption Fund Direct-growth |
₹210.92 | 11.71% | 14.90% | - |
| Nippon India Consumption Fund Direct-idcw |
₹51.66 | 11.71% | 14.90% | - |
| Mirae Asset Great Consumer Fund Direct-growth |
₹108.42 | 12.33% | 14.83% | - |
| Mirae Asset Great Consumer Fund Direct-idcw |
₹65.09 | 12.33% | 14.83% | - |
| ICICI Prudential Bharat Consumption Fund Direct-growth |
₹26.30 | 12.89% | 14.76% | - |
| ICICI Prudential Bharat Consumption Fund Direct-idcw |
₹16.88 | 12.89% | 14.76% | - |
| SBI Consumption Opportunities Fund Direct-growth |
₹327.43 | 8.79% | 14.32% | - |
| SBI Consumption Opportunities Fund Direct-idcw |
₹230.51 | 8.79% | 14.32% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Tata India Consumer Fund Regular-growth
What is the current AUM of Tata India Consumer Fund Regular-growth?
As of Sun May 31, 2026, Tata India Consumer Fund Regular-growth manages assets worth ₹2,582.9 crore
How has Tata India Consumer Fund Regular-growth performed recently?
- 3 Months: 13.09%
- 6 Months: 1.37%
What is the long-term performance of Tata India Consumer Fund Regular-growth?
- 3 Years CAGR: 13.92%
- 5 Years CAGR: 14.02%
- Since Inception: 15.50%
What is the portfolio composition of Tata India Consumer Fund Regular-growth?
Equity: 97.26%, Others: 2.74%.
Who manages Tata India Consumer Fund Regular-growth?
Tata India Consumer Fund Regular-growth is managed by Sonam Udasi from Tata Mutual Fund.
What is the market-cap allocation of Tata India Consumer Fund Regular-growth?
Large Cap: 54.88%, Mid Cap: 19.88%, Small Cap: 25.23%.
Which are the top companies Tata India Consumer Fund Regular-growth has invested in?
- Zomato Ltd – 8.03% of the fund's portfolio
- Titan Company Ltd – 7.53% of the fund's portfolio
- Nestle India Ltd – 6.29% of the fund's portfolio
- Varun Beverages Ltd – 5.35% of the fund's portfolio
- Radico Khaitan Ltd – 5.09% of the fund's portfolio
Which are the major sectors Tata India Consumer Fund Regular-growth focuses on?
- Consumer Staples – 36.38% of the fund's portfolio
- Consumer Discretionary – 29.99% of the fund's portfolio
- Technology – 10.58% of the fund's portfolio
- Financial – 8.98% of the fund's portfolio
- Industrials – 5.12% of the fund's portfolio
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