Tata India Consumer Fund Regular Growth
- Equity - Consumption
- Equity
- Very High Risk
Explore On
Rating:
4
Key Metrics
Aum
₹2,261.07 Cr
Expense Ratio
2.04%
Exit Load
0.25%
Min. Investment
₹5,000.00
Min. SIP
₹100.00
Launch Date
28 Dec 2015
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +5.21% | -- |
| 3 Months | +1.55% | -- |
| 6 Months | -4.92% | -- |
| 1 Year | +2.14% | +2.14% |
| 2 Years | -- | +6.92% |
| 3 Years | +55.31% | +15.81% |
| 5 Years | +103.93% | +15.32% |
| Since Launch | +336.14% | +15.25% |
Holdings as on 14 May 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Eternal | 181.36 | 8.02 |
| Titan Company | 177.82 | 7.86 |
| Nestle India | 132.17 | 5.85 |
| ITC | 109.53 | 4.84 |
| Radico Khaitan | 106.49 | 4.71 |
| Dixon Technologies (India) | 104.47 | 4.62 |
| Tata Consumer Products | 97.53 | 4.31 |
| Varun Beverages | 93.69 | 4.14 |
| Bikaji Foods International | 81.17 | 3.59 |
| Multi Commodity Exchange Of India | 77.42 | 3.42 |
Morning Star Rating
Rating:
4
Risk
Return
Risk & Volitility
0.64
Sharpe Ratio
17.21%
Std. Deviation
6.31%
Tracking Error
-0.29%
Alpha
0.94
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Tata India Consumer Fund Regular Growth | +1.63% | +15.71% | +15.26% |
| Nippon India Consumption Fund - Growth | -7.59% | +11.62% | +14.84% |
| Canara Robeco Consumption Fund Regular Plan Growth | -6.14% | +11.45% | +13% |
| SBI Consumption Opportunities Fund Regular Plan Growth | -8.8% | +9.43% | +14.51% |
| Axis Consumption Fund Regular Growth | -5.53% | -- | -- |
Results are calculated on CAGR basis
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 2261.07 crores & has delivered CAGR of 15.32 in the last 5 years. The fund has an exit load of 0.25% and an expense ratio of 2.04%. 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 fund has a present cash holding of %. The top holdings of the fund include Eternal, Titan Company, Nestle India, ITC.
The major sectors where the fund is invested are Food Processing, Jewelry & Silverware, Investment Services, Computer Services.
Some of the similar funds are Tata India Consumer Fund Regular Growth, Nippon India Consumption Fund - Growth, Canara Robeco Consumption Fund Regular Plan Growth, SBI Consumption Opportunities Fund Regular Plan Growth, Axis Consumption Fund Regular Growth. Tata India Consumer Fund Regular Growth has a sharpe ratio of 0.64 & a standard deviation of 17.21%.
FAQs
According to the morning star rating Tata India Consumer Fund Regular Growth has a Medium risk & Exceptional return.
Tata India Consumer Fund Regular Growth is managed by Sonam Udasi,Aditya Bagul.
The expense ratio of Tata India Consumer Fund Regular Growth is 2.04%.
The 5 year annualized return on Tata India Consumer Fund Regular Growth is 15.32% & it has generated 2.14% in the last 1 year.
The minimum investment in Tata India Consumer Fund Regular Growth is 5000 Rs.
Tata India Consumer Fund Regular Growth has an AUM of 2261.07 crores.
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