SU
Sonam UdasiFund Manager Since 1 Apr 2016
EquityEquity - Consumption
Tata India Consumer Fund Regular Growth
3Y Annualised
17.36%
-0.55% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
2.49%
-0.55% 1D
Benchmark
Mirae Asset Great Consumer Regular Growth
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
4 years 4 months
NIFTY 50
5 years 5 months
FD
9 years 7 months
Fund info
Fund size
₹2208.32 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹5000
Exit load
0.0025%
0.25% of the NAV, if redeemed/switched out before 30 days from the date of allotment.
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Axis NIFTY India Consumption ETF
4.99%
2nd
Nippon India Consumption Fund - Direct Plan Payout of Income Distribution cum capital wdrl
4.95%
3rd
Nippon India Consumption Fund - Direct Plan Reinvestment of Income Distribution cum capital wdrl
4.95%
4th
Nippon India Consumption Fund - Direct Plan - Bonus Plan
4.95%
5th
Nippon India Consumption Fund - Direct Plan - Growth Plan
4.95%
112nd
Tata India Consumer Fund Regular Growth
2.49%
Fund Managers
About Tata India Consumer Fund Regular Growth
Tata India Consumer Fund Regular Growth is a Equity mutual fund scheme from Tata Asset Management Limited. This fund has been in existence for 9 years, having been launched on 2015-12-28. Tata India Consumer Fund Regular Growth has ₹2208.32 Cr worth of assets under management (AUM) as of Fri May 16 2025. The latest Net Asset Value (NAV) of Tata India Consumer Fund Regular Growth as of Mon May 05 2025 is ₹42.3959. The fund has an expense ratio of 2.04%, which is medium comparable to most other Equity funds.
Tata India Consumer Fund Regular Growth returns for the last 1 year are 8.31%. Since launch, it has delivered 16.57% average annual returns.
The Tata India Consumer Fund Regular Growth has the majority of its money invested in Consumer Defensive, Consumer Cyclical, Industrials sectors.
Top 5 Holdings of Tata India Consumer Fund Regular Growth.
- ITC Ltd: 9.37%
- Eternal Ltd: 7.91%
- Radico Khaitan Ltd: 6.67%
- Trent Ltd: 5.86%
- Tata Consumer Products Ltd: 4.36%
AMC Information
| Name | Tata Asset Management Limited |
|---|---|
| Founding Date | 2015-12-28 |
| kiran@tataamc.com | |
| Phone | +91 22 6657 8282 |
| Website | www.tatamutualfund.com |
| Address | Tata Asset Management Private Limited,Mafatlal Centre, 9th Floor,,Nariman Point,,India |
Tax Implications of Tata India Consumer Fund Regular Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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FAQs
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