Fund Overview of Tata India Consumer Fund Regular-Growth
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₹2,723.3 CrAUM
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₹47.48NAV
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2.12%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.
Tata India Consumer Fund Regular-Growth Return Comparison
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | -2.01% | NA | 5.85% |
| 6 Months | 7.91% | NA | 13.74% |
| 1 Year | 3.08% | 3.08% | -0.98% |
| 2 Years | 6.35% | 3.13% | 19.37% |
| 3 Years | 45.88% | 13.41% | 18.47% |
| 5 Years | 78.11% | 12.24% | 22.00% |
| 7 Years | 163.50% | 14.84% | NA |
| 10 Years | 324.78% | 15.56% | 15.64% |
Asset Allocation of Tata India Consumer Fund Regular-Growth
equities
94.57%other assets or cash equivalents
5.43%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 ₹2,723.3 crore as on Wed Sep 30, 2026. The expense ratio stands at 2.12%. Fund Manager Manager Education Fund Manager Manager EducationAbout Tata India Consumer Fund Regular-Growth
The portfolio allocation consists of 94.57% in equities, 5.43% in other assets or cash equivalents.Managed by Sonam Udasi, it has delivered a return of 3.08% in the last year, a total return since inception of 15.42%.
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 Deviation17.53%
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Mean12.51%
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Sharpe Ratio0.40%
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Alpha1.80%
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Beta1.00%
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Sortino Ratio0.57%
Tata India Consumer Fund Regular-Growth Fund Details
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Compare Tata India Consumer Fund Regular-Growth with other mutual funds in the same category
Tata India Consumer Fund Regular-Growth
Tata India Consumer Fund Direct-Growth
Tata India Consumer Fund Direct-IDCW
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
| Tata India Consumer Fund Direct-Growth |
₹2,723 | 5.00% | -1.70% | 4.37% | 14.85% | 13.67% |
| Tata India Consumer Fund Direct-IDCW |
₹2,723 | 5.00% | -1.70% | 4.37% | 14.85% | 13.67% |
| Mirae Asset Great Consumer Fund Direct-Growth |
₹4,455 | 6.31% | -2.21% | -1.55% | 11.85% | 12.28% |
| Mirae Asset Great Consumer Fund Direct-IDCW |
₹4,455 | 6.31% | -2.21% | -1.55% | 11.85% | 12.28% |
| Tata India Consumer Fund Regular-Growth |
₹2,723 | 4.89% | -2.01% | 3.08% | 13.41% | 12.24% |
| Tata India Consumer Fund Regular-IDCW |
₹2,723 | 4.89% | -2.01% | 3.08% | 13.41% | 12.24% |
| Nippon India Consumption Fund Direct-Growth |
₹2,255 | 5.81% | -4.66% | -4.64% | 10.38% | 11.89% |
| Nippon India Consumption Fund Direct-IDCW |
₹2,255 | 5.81% | -4.66% | -4.64% | 10.38% | 11.89% |
| ICICI Prudential Bharat Consumption Fund Direct-Growth |
₹3,049 | 6.36% | -3.56% | -3.42% | 10.28% | 11.79% |
| ICICI Prudential Bharat Consumption Fund Direct-IDCW |
₹3,049 | 6.36% | -3.56% | -3.42% | 10.28% | 11.79% |
More funds from Tata Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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Tata India Consumer Fund Direct-Growth
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₹2,723 | 5.00% | -1.70% | 8.59% | 4.37% | 14.85% |
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Tata India Consumer Fund Direct-IDCW
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₹2,723 | 5.00% | -1.70% | 8.59% | 4.37% | 14.85% |
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Tata India Consumer Fund Regular-IDCW
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₹2,723 | 4.89% | -2.01% | 7.91% | 3.08% | 13.41% |
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Tata BSE Multicap Consumption 50:30:20 Index Fund Regular-Growth
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₹41 | 5.16% | -4.81% | 2.01% | - | - |
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Tata BSE Multicap Consumption 50:30:20 Index Fund Direct-Growth
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₹41 | 5.23% | -4.63% | 2.41% | - | - |
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Tata BSE Multicap Consumption 50:30:20 Index Fund Regular-IDCW
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₹41 | 5.16% | -4.81% | 2.01% | - | - |
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Tata BSE Multicap Consumption 50:30:20 Index Fund Direct-IDCW
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₹41 | 5.23% | -4.63% | 2.41% | - | - |
Tata India Consumer Fund Regular-Growth Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Consumption Fund Regular-Growth |
₹5,697 | ₹207.11 | 8.52% | 7.90% | 12.62% |
| Aditya Birla Sun Life Consumption Direct Fund-Growth |
₹5,697 | ₹240.03 | 9.67% | 9.09% | 13.90% |
| Aditya Birla Sun Life Consumption Fund Regular-IDCW |
₹5,697 | ₹35.93 | 8.52% | 7.90% | 12.62% |
| Aditya Birla Sun Life Consumption Direct Fund-IDCW |
₹5,697 | ₹46.18 | 9.67% | 9.09% | 13.90% |
| Mirae Asset Great Consumer Fund Regular-Growth |
₹4,455 | ₹93.35 | 10.28% | 10.65% | 14.50% |
| Mirae Asset Great Consumer Fund Direct-Growth |
₹4,455 | ₹113.30 | 11.85% | 12.28% | 16.20% |
| Mirae Asset Great Consumer Fund Direct-IDCW |
₹4,455 | ₹68.03 | 11.85% | 12.28% | 16.20% |
| Mirae Asset Great Consumer Fund Regular-IDCW |
₹4,455 | ₹26.15 | 10.28% | 10.65% | 14.50% |
| ICICI Prudential Bharat Consumption Fund Direct-Growth |
₹3,049 | ₹27.09 | 10.28% | 11.79% | - |
| ICICI Prudential Bharat Consumption Fund-Growth |
₹3,049 | ₹24.93 | 9.30% | 10.81% | - |
Tata India Consumer Fund Regular-Growth Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Zomato Ltd | Technology | 9.36% | ₹271.67 Cr |
| Zomato Ltd | Technology | 9.36% | ₹271.67 Cr |
| Zomato Ltd | Technology | 9.36% | ₹271.67 Cr |
| Zomato Ltd | Technology | 9.36% | ₹271.67 Cr |
| Zomato Ltd | Technology | 9.36% | ₹271.67 Cr |
| Zomato Ltd | Technology | 9.36% | ₹271.67 Cr |
| Zomato Ltd | Technology | 9.73% | ₹264.96 Cr |
| Zomato Ltd | Technology | 9.73% | ₹264.96 Cr |
| Zomato Ltd | Technology | 9.73% | ₹264.96 Cr |
| Zomato Ltd | Technology | 9.73% | ₹264.96 Cr |
| Itc Ltd | Consumer Staples | 9.37% | ₹250.26 Cr |
| Itc Ltd | Consumer Staples | 9.09% | ₹244.13 Cr |
| Cash/net Current Assets | Unspecified | 8.92% | ₹243.06 Cr |
| Cash/net Current Assets | Unspecified | 8.92% | ₹243.06 Cr |
| Cash/net Current Assets | Unspecified | 8.92% | ₹243.06 Cr |
| Cash/net Current Assets | Unspecified | 8.92% | ₹243.06 Cr |
| Itc Ltd | Consumer Staples | 9.12% | ₹242.50 Cr |
| Itc Ltd | Consumer Staples | 9.12% | ₹242.50 Cr |
| Zomato Ltd | Technology | 8.62% | ₹218.09 Cr |
| Zomato Ltd | Technology | 8.62% | ₹218.09 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Tata India Consumer Fund Direct-Growth |
₹55.53 | 14.85% | 13.67% | - |
| Tata India Consumer Fund Direct-IDCW |
₹53.82 | 14.85% | 13.67% | - |
| Mirae Asset Great Consumer Fund Direct-Growth |
₹113.30 | 11.85% | 12.28% | - |
| Mirae Asset Great Consumer Fund Direct-IDCW |
₹68.03 | 11.85% | 12.28% | - |
| Tata India Consumer Fund Regular-Growth |
₹47.48 | 13.41% | 12.24% | - |
| Tata India Consumer Fund Regular-IDCW |
₹42.08 | 13.41% | 12.24% | - |
| Nippon India Consumption Fund Direct-Growth |
₹217.54 | 10.38% | 11.89% | - |
| Nippon India Consumption Fund Direct-IDCW |
₹53.28 | 10.38% | 11.89% | - |
| ICICI Prudential Bharat Consumption Fund Direct-Growth |
₹27.09 | 10.28% | 11.79% | - |
| ICICI Prudential Bharat Consumption Fund Direct-IDCW |
₹15.58 | 10.28% | 11.79% | - |
Frequently Asked Questions
Tata India Consumer Fund Regular-Growth
What is the current AUM of Tata India Consumer Fund Regular-Growth?
As of Wed Sep 30, 2026, Tata India Consumer Fund Regular-Growth manages assets worth ₹2,723.3 crore
How has Tata India Consumer Fund Regular-Growth performed recently?
- 3 Months: -2.01%
- 6 Months: 7.91%
What is the long-term performance of Tata India Consumer Fund Regular-Growth?
- 3 Years CAGR: 13.41%
- 5 Years CAGR: 12.24%
- Since Inception: 15.42%
What is the portfolio composition of Tata India Consumer Fund Regular-Growth?
Equity: 94.57%, Others: 5.43%.
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: 50.14%, Mid Cap: 21.66%, Small Cap: 28.19%.
Which are the top companies Tata India Consumer Fund Regular-Growth has invested in?
- Zomato Ltd – 9.36% of the fund's portfolio
- Zomato Ltd – 9.36% of the fund's portfolio
- Zomato Ltd – 9.36% of the fund's portfolio
- Zomato Ltd – 9.36% of the fund's portfolio
- Zomato Ltd – 9.36% of the fund's portfolio
Which are the major sectors Tata India Consumer Fund Regular-Growth focuses on?
- Technology – 112.32% of the fund's portfolio
- Consumer Staples – 36.70% of the fund's portfolio
- Unspecified – 35.68% of the fund's portfolio




