Tata India Consumer Fund Regular Growth

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Equity
Equity - Consumption
Rating N.A.
Plan

45.60 -0.46 (-1.00%) NAV as on 06 Nov, 2025

5D
1M
6M
1Y
5Y
MAX

Key Metrics

AUM (in Cr)2530.67
CAGR 0.27%
Exit Load0.25%
Expense ratio1.98%
CategoryEquity
Min Investment5000
Min SIP100
Launch Date2015-12-28

Asset Allocation

Holdings As On - 07 November 2025

Holdings

Sectors

Name
Value (Cr)
Holding %

Eternal
218.09
8.62%

ITC
217.20
8.58%

Radico Khaitan
146.13
5.77%

Titan Company
133.34
5.27%

Cash / Net Current Asset
126.46
5.00%

Cartrade Tech
111.08
4.39%

Trent
109.46
4.33%

Tata Consumer Products
108.53
4.29%

Peer Comparison

Fund Name
Nippon India Consumption Fund - Growth1.43%
Tata India Consumer Fund Regular Growth0.27%
SBI Consumption Opportunities Fund Regular Plan Growth-6.55%
Canara Robeco Consumer Trends Fund Regular Plan Growth1.58%
HSBC Consumption Fund Regular Growth1.52%

Risk & Volitility

Alpha -0.29%
Beta 0.94
Sharpe Ratio0.70
Std Deviation 14.06%
Tracking Error 6.31%

About Fund

The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its assets in equity/equity related instruments of the companies in the Consumption Oriented sectors in India.

The Tata India Consumer Fund Regular Growth has an AUM of 2530.67 crores & has delivered CAGR of 19.84% in the last 5 years. The fund has an exit load of 0.25% and an expense ratio of 1.98%. The minimum investment in Tata India Consumer Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include Eternal, ITC, Radico Khaitan & Titan Company.

The major sectors where the fund is invested are Computer Services, Food Processing, Tobacco & Beverages (Alcoholic).

Some of the similar funds are Nippon India Consumption Fund - Growth, Tata India Consumer Fund Regular Growth, SBI Consumption Opportunities Fund Regular Plan Growth, Canara Robeco Consumer Trends Fund Regular Plan Growth, HSBC Consumption Fund Regular Growth. Tata India Consumer Fund Regular Growth has a sharpe ratio of 0.70 & a standard deviation of 14.06%.