Tata India Consumer Fund Regular Growth
- Equity - Consumption
- Equity
- Very High Risk
Rating:
5
Key Metrics
Aum
₹2,900.93 Cr
Expense Ratio
2.12%
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 | -5.54% | -- |
| 3 Months | -2.31% | -- |
| 6 Months | +9.62% | -- |
| 1 Year | -0.17% | -0.17% |
| 2 Years | -- | -1.97% |
| 3 Years | +38.58% | +11.49% |
| 5 Years | +65.2% | +10.56% |
| Since Launch | +350.68% | +14.99% |
Holdings as on 9 Oct 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Eternal | 271.67 | 9.36 |
| Titan Company | 202.06 | 6.97 |
| Nestle India | 171.05 | 5.90 |
| Cash / Net Current Asset | 155.53 | 5.36 |
| Radico Khaitan | 154.87 | 5.34 |
| CarTrade Tech Ltd | 137.58 | 4.74 |
| Ather Energy | 123.68 | 4.26 |
| Tata Consumer Products | 109.31 | 3.77 |
| Varun Beverages | 104.88 | 3.62 |
| United Spirits | 104.60 | 3.61 |
Morning Star Rating
Rating:
5
Risk
Return
Risk & Volitility
0.54
Sharpe Ratio
16.93%
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 | -0.17% | +11.49% | +10.56% |
| Mirae Asset Great Consumer Regular Growth | -8.75% | +7.49% | +9.29% |
| ICICI Prudential Bharat Consumption Fund Regular Growth | -9.28% | +6.89% | +9.59% |
| SBI Consumption Opportunities Fund Regular Plan Growth | -14.61% | +2.53% | +8.43% |
| Axis Consumption Fund Regular Growth | -11.76% | -- | -- |
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 2900.93 crores & has delivered CAGR of 10.56 in the last 5 years. The fund has an exit load of 0.25% and an expense ratio of 2.12%. 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 & High respectively.
The fund has a present cash holding of %. The top holdings of the fund include Eternal, Titan Company, Nestle India, Cash / Net Current Asset.
The major sectors where the fund is invested are Food Processing, Jewelry & Silverware, Computer Services, Beverages (Alcoholic).
Some of the similar funds are Tata India Consumer Fund Regular Growth, Mirae Asset Great Consumer Regular Growth, ICICI Prudential Bharat Consumption Fund Regular Growth, SBI Consumption Opportunities Fund Regular Plan Growth, Axis Consumption Fund Regular Growth. Tata India Consumer Fund Regular Growth has a sharpe ratio of 0.54 & a standard deviation of 16.93%.
FAQs
According to the morning star rating Tata India Consumer Fund Regular Growth has a Medium risk & High 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 2.12%.
The 5 year annualized return on Tata India Consumer Fund Regular Growth is 10.56% & it has generated -0.17% 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 2900.93 crores.
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