Tata India Consumer Fund Regular-IDCW

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -2.01%
NAV: ₹42.08 as on Thu Nov 05, 2026
Fund NAV

Fund Overview of Tata India Consumer Fund Regular-IDCW

  • ₹2,723.3 Cr
    AUM
  • ₹42.08
    NAV
  • 2.12%
    Expense Ratio
  • Equity
    Fund Category
As on Thu Nov 05, 2026
Calculate your Returns
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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.

The total value of your investment after 10 years will be
₹ 1,39,328.64
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Tata India Consumer Fund Regular-IDCW 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%
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As on Thu Nov 05, 2026

Dividend of Tata India Consumer Fund Regular-IDCW : 15.60%

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

Asset Allocation of Tata India Consumer Fund Regular-IDCW

equities

94.57%

other assets or cash equivalents

5.43%
Large Cap: 50.14%
Mid Cap: 21.66%
Small Cap: 28.19%
Other: 0.00%
Top Holdings
Zomato Ltd
9.36%
Zomato Ltd
9.36%
Zomato Ltd
9.36%
Zomato Ltd
9.36%
Zomato Ltd
9.36%
 
Top Sectors
Technology
112.32%
Consumer Staples
36.70%
Unspecified
35.68%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
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About Fund

About Tata India Consumer Fund Regular-IDCW

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 ₹2,723.3 crore as on Wed Sep 30, 2026. The expense ratio stands at 2.12%.
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%.
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.

Read more
  • Aditya Bagul

    Fund Manager

  • Mr. Bagul has done B.Com, CA and CFA

    Manager Education

  • Sonam Udasi

    Fund Manager

  • Mr. Udasi is a B.Com and also holds PGDM(Finance).

    Manager Education

Key Metrics of Tata India Consumer Fund Regular-IDCW

  • Standard Deviation
    17.53%
  • Mean
    12.51%
  • Sharpe Ratio
    0.40%
  • Alpha
    1.80%
  • Beta
    1.00%
  • Sortino Ratio
    0.57%

Tata India Consumer Fund Regular-IDCW Fund Details

Fund Names Tata India Consumer Fund Regular-IDCW
Inception Date 28 Dec 2015
Lock In No Lock-in
SIP Minimum Investment amount ₹100
SWP Minimum Investment amount ₹500
STP Minimum Investment amount ₹500
 
Risk Principal at very high risk
More Details
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

Compare Mutual Funds
Tata India Consumer Fund Regular-IDCW Fund Returns Comparison

Compare Tata India Consumer Fund Regular-IDCW with other mutual funds in the same category

Tata India Consumer Fund Regular-IDCW

Tata India Consumer Fund Direct-Growth

Tata India Consumer Fund Direct-IDCW

Compare more funds

Start An Sip Today Watch Your Money Grow

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Tata India Consumer Fund Direct-Growth trend ₹2,723 5.00% -1.70% 4.37% 14.85% 13.67%
Tata India Consumer Fund Direct-IDCW trend ₹2,723 5.00% -1.70% 4.37% 14.85% 13.67%
Mirae Asset Great Consumer Fund Direct-Growth trend ₹4,455 6.31% -2.21% -1.55% 11.85% 12.28%
Mirae Asset Great Consumer Fund Direct-IDCW trend ₹4,455 6.31% -2.21% -1.55% 11.85% 12.28%
Tata India Consumer Fund Regular-Growth trend ₹2,723 4.89% -2.01% 3.08% 13.41% 12.24%
Tata India Consumer Fund Regular-IDCW trend ₹2,723 4.89% -2.01% 3.08% 13.41% 12.24%
Nippon India Consumption Fund Direct-Growth trend ₹2,255 5.81% -4.66% -4.64% 10.38% 11.89%
Nippon India Consumption Fund Direct-IDCW trend ₹2,255 5.81% -4.66% -4.64% 10.38% 11.89%
ICICI Prudential Bharat Consumption Fund Direct-Growth trend ₹3,049 6.36% -3.56% -3.42% 10.28% 11.79%
ICICI Prudential Bharat Consumption Fund Direct-IDCW trend ₹3,049 6.36% -3.56% -3.42% 10.28% 11.79%
View More
increase 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
Tata India Consumer Fund Regular-Growth increase ₹2,723 4.89% -2.01% 7.91% 3.08% 13.41%
Tata India Consumer Fund Direct-Growth increase ₹2,723 5.00% -1.70% 8.59% 4.37% 14.85%
Tata India Consumer Fund Direct-IDCW increase ₹2,723 5.00% -1.70% 8.59% 4.37% 14.85%
Tata BSE Multicap Consumption 50:30:20 Index Fund Regular-Growth increase ₹41 5.16% -4.81% 2.01% - -
Tata BSE Multicap Consumption 50:30:20 Index Fund Direct-Growth increase ₹41 5.23% -4.63% 2.41% - -
Tata BSE Multicap Consumption 50:30:20 Index Fund Regular-IDCW increase ₹41 5.16% -4.81% 2.01% - -
Tata BSE Multicap Consumption 50:30:20 Index Fund Direct-IDCW increase ₹41 5.23% -4.63% 2.41% - -
View More
increase growth is based on 1-month returns of the funds

Tata India Consumer Fund Regular-IDCW Calculator

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Financial experts suggest that a person should invest 10-15% of their monthly income for long-term financial growth
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Expected return Pro Tip
Top 25% of investors consistently generate more than 12% return
% Annually
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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
Aditya Birla Sun Life Consumption Fund Regular-Growth trend ₹5,697 ₹207.11 8.52% 7.90% 12.62%
Aditya Birla Sun Life Consumption Direct Fund-Growth trend ₹5,697 ₹240.03 9.67% 9.09% 13.90%
Aditya Birla Sun Life Consumption Fund Regular-IDCW trend ₹5,697 ₹35.93 8.52% 7.90% 12.62%
Aditya Birla Sun Life Consumption Direct Fund-IDCW trend ₹5,697 ₹46.18 9.67% 9.09% 13.90%
Mirae Asset Great Consumer Fund Regular-Growth trend ₹4,455 ₹93.35 10.28% 10.65% 14.50%
Mirae Asset Great Consumer Fund Direct-Growth trend ₹4,455 ₹113.30 11.85% 12.28% 16.20%
Mirae Asset Great Consumer Fund Direct-IDCW trend ₹4,455 ₹68.03 11.85% 12.28% 16.20%
Mirae Asset Great Consumer Fund Regular-IDCW trend ₹4,455 ₹26.15 10.28% 10.65% 14.50%
ICICI Prudential Bharat Consumption Fund Direct-Growth trend ₹3,049 ₹27.09 10.28% 11.79% -
ICICI Prudential Bharat Consumption Fund-Growth trend ₹3,049 ₹24.93 9.30% 10.81% -
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Top funds are based on Fund AUM

Start Small & Build Your Wealth For A Brighter Tomorrow

Tata India Consumer Fund Regular-IDCW Detailed Portfolio

Stocks Sector % of Holding Value
Zomato LtdTechnology9.36%₹271.67 Cr
Zomato LtdTechnology9.36%₹271.67 Cr
Zomato LtdTechnology9.36%₹271.67 Cr
Zomato LtdTechnology9.36%₹271.67 Cr
Zomato LtdTechnology9.36%₹271.67 Cr
Zomato LtdTechnology9.36%₹271.67 Cr
Zomato LtdTechnology9.73%₹264.96 Cr
Zomato LtdTechnology9.73%₹264.96 Cr
Zomato LtdTechnology9.73%₹264.96 Cr
Zomato LtdTechnology9.73%₹264.96 Cr
Itc LtdConsumer Staples9.37%₹250.26 Cr
Itc LtdConsumer Staples9.09%₹244.13 Cr
Cash/net Current AssetsUnspecified8.92%₹243.06 Cr
Cash/net Current AssetsUnspecified8.92%₹243.06 Cr
Cash/net Current AssetsUnspecified8.92%₹243.06 Cr
Cash/net Current AssetsUnspecified8.92%₹243.06 Cr
Itc LtdConsumer Staples9.12%₹242.50 Cr
Itc LtdConsumer Staples9.12%₹242.50 Cr
Zomato LtdTechnology8.62%₹218.09 Cr
Zomato LtdTechnology8.62%₹218.09 Cr
View More

Top Equity Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
Tata India Consumer Fund Direct-Growth increase ₹55.53 14.85% 13.67% -
Tata India Consumer Fund Direct-IDCW increase ₹53.82 14.85% 13.67% -
Mirae Asset Great Consumer Fund Direct-Growth increase ₹113.30 11.85% 12.28% -
Mirae Asset Great Consumer Fund Direct-IDCW increase ₹68.03 11.85% 12.28% -
Tata India Consumer Fund Regular-Growth increase ₹47.48 13.41% 12.24% -
Tata India Consumer Fund Regular-IDCW increase ₹42.08 13.41% 12.24% -
Nippon India Consumption Fund Direct-Growth increase ₹217.54 10.38% 11.89% -
Nippon India Consumption Fund Direct-IDCW increase ₹53.28 10.38% 11.89% -
ICICI Prudential Bharat Consumption Fund Direct-Growth increase ₹27.09 10.28% 11.79% -
ICICI Prudential Bharat Consumption Fund Direct-IDCW increase ₹15.58 10.28% 11.79% -
View More
increase 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 Wed Sep 30, 2026, Tata India Consumer Fund Regular-IDCW manages assets worth ₹2,723.3 crore

How has Tata India Consumer Fund Regular-IDCW performed recently?

  • 3 Months: -2.01%
  • 6 Months: 7.91%

What is the long-term performance of Tata India Consumer Fund Regular-IDCW?

  • 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-IDCW?

Equity: 94.57%, Others: 5.43%.

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: 50.14%, Mid Cap: 21.66%, Small Cap: 28.19%.

Which are the top companies Tata India Consumer Fund Regular-IDCW 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-IDCW 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
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