Tata India Consumer Fund Direct Growth
Get the latest NAV of Tata India Consumer Fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹52.72
1D
NAV as on 11 Nov 2025
18.3%/per year
Since Inception
▲▼
2638 people have invested ₹ 1.5Cr in Tata India Consumer Fund Direct Growth in the last three months
Tata India Consumer Fund Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (11-Nov-25)
The fund has outperformed the benchmark (Nifty 500) over 3Y, 5Y, but underperformed over 1Y.
Tata India Consumer Fund Ranking and Peer Comparison
Ranked based on performance, risk management and cost efficiency
Ranked 4 out of 9 mutual funds in the equity - consumption category as per INDmoney.
Tata India Consumer Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Tata India Consumer Fund Asset Allocation
See fund asset allocation details as on (09-Nov-25)
Fund Distribution
as on (09-Nov-25)
Tata India Consumer Fund Sector Allocation
See fund sector allocation details as on (09-Nov-25)
Sector Allocation
Top 3 Sectors in October were Consumer Cyclical, Consumer Defensive & Industrial
Consumer Cyclical
37%
Consumer Defensive
33%
Industrial
14%
Consumer Cyclical
37%
Consumer Defensive
33%
Industrial
14%
Tata India Consumer Fund Holdings Details
as on (31-Oct-25)
Tata India Consumer Fund Direct Growth Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.69% |
Benchmark | IISL Nifty India Consumption TR INR |
| AUM | ₹2660 Cr |
| Inception Date | 28 December, 2015 |
| Min Lumpsum/SIP | ₹5000/₹100 |
Exit Load | 0.2% |
| Lock In | No Lock-in |
TurnOver | 45.23% |
| Risk |   Very High Risk |
About Tata India Consumer Fund
Tata India Consumer Fund Direct Growth is an equity fund. This fund was started on 28 December, 2015. The fund is managed by Aditya Bagul, Sonam Udasi. The fund could potentially beat inflation in the long-run.
Key Parameters
- Tata India Consumer Fund Direct Growth has ₹2660 Cr worth of assets under management (AUM) as on Nov 2025 and is more than category average.
- The fund has an expense ratio 0.7.
Returns
Tata India Consumer Fund Direct Growth has given a CAGR return of 18.30% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 2.77%, 19.37% and 21.14% respectively.
Holdings
Tata India Consumer Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Consumer Cyclical, Consumer Defensive, Industrial, Financial Services, Tech, Health, Basic Materials. Its top holdings are Eternal Ltd, ITC Ltd, Radico Khaitan Ltd, Titan Co Ltd, CarTrade Tech Ltd
Taxation
As it is a equity - consumption mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Tata India Consumer Fund Direct Growth
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.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 100.00. Tata India Consumer Fund Direct Growth has no lock in period.
Fund Manager
Aditya Bagul
Fund Manager of Tata India Consumer Fund Direct Growth, since 3 October 2023
Sonam Udasi
Fund Manager of Tata India Consumer Fund Direct Growth, since 1 April 2016
- AUM of the fund stands at 2.5K Cr as of Oct'25
- AUM has remained same between Oct'25 and Sep'25
Compare Tata India Consumer Fund
Tata India Consumer Fund
VS
Aditya Birla Sun Life Consumption Fund Direct Growth
Frequently Asked Questions for Tata India Consumer Fund Direct Growth
How do I invest in Tata India Consumer Fund?
- Download the INDmoney app.
- Search for ‘Tata India Consumer Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.