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Fund Overview of Tata India Consumer Fund Regular-idcw
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₹2,582.9 CrAUM
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₹40.13NAV
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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-idcw
| 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% |
Dividends are declared by the fund house based on the income generated from the underlying assets. While many mutual funds distribute dividends annually, the payout frequency ultimately depends on the fund house’s decision
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Asset Allocation
equities
97.26%other assets or cash equivalents
2.74%Tata India Consumer Fund Regular-idcw 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-idcw
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%.
The latest dividend was declared on 24 Apr 2026 at 15.60% of face value.
Based on individual goals investors may evaluate best sip in india as part of their overall investment planning.
Key Metrics of Tata India Consumer Fund Regular-idcw
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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 |
|---|---|---|---|---|---|---|
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Tata India Consumer Fund Regular-growth
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₹2,583 | 2.76% | 13.09% | 1.37% | 5.59% | 13.92% |
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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 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-idcw
What is the current AUM of Tata India Consumer Fund Regular-idcw?
As of Sun May 31, 2026, Tata India Consumer Fund Regular-idcw manages assets worth ₹2,582.9 crore
How has Tata India Consumer Fund Regular-idcw performed recently?
- 3 Months: 13.09%
- 6 Months: 1.37%
What is the long-term performance of Tata India Consumer Fund Regular-idcw?
- 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-idcw?
Equity: 97.26%, Others: 2.74%.
Who manages Tata India Consumer Fund Regular-idcw?
Tata India Consumer Fund Regular-idcw is managed by Sonam Udasi from Tata Mutual Fund.
When was the last dividend declared by Tata India Consumer Fund Regular-idcw?
Latest dividend was declared on 24 Apr 2026 at 15.60% of face value.
What is the market-cap allocation of Tata India Consumer Fund Regular-idcw?
Large Cap: 54.88%, Mid Cap: 19.88%, Small Cap: 25.23%.
Which are the top companies Tata India Consumer Fund Regular-idcw 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-idcw 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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^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.
