Tata India Consumer Fund Regular Growth

Tata India Consumer Fund Regular Growth

Equity

Tata Mutual Fund

Equity - Consumption

Get the latest NAV of Tata India Consumer Fund Regular 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.

₹44.11

▲0.6%1D

NAV as on 26 Jun 2025

16.92%/per year

Since Inception

Absolute Gain%

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Tata India Consumer Fund Regular Growth Performance vs. Nifty 500

Fund returns vs Benchmark returns vs Category Average returns as on (26-Jun-25)

The fund has outperformed the benchmark (Nifty 500) over 1Y, 3Y, but underperformed over 5Y.

Period
This Fund
Nifty 500
Category Avg
1 Month
2.54%
2.66%
-
3 Months
10.62%
10.54%
-
6 Months
-3.71%
4.85%
-
1 Year
6.94%
4.82%
-
3 Years
23.26%
20.86%
-
5 Years
21.8%
22.4%
-

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
Inception Returns
Tata India Consumer Fund Regular Growth
-
2,379Cr
1.99%
6.94%
23.26%
16.92%
Nippon India Consumption Fund Direct Growth
2/9
2,419Cr
1.97%
3.23%
22.57%
15.55%
Mirae Asset Great Consumer Regular Fund
4/9
4,224Cr
1.85%
4.32%
22.38%
16.91%
Aditya Birla Sun Life India GenNext Fund Direct Growth
5/9
6,052Cr
1.85%
6.07%
20.44%
16.75%
See all

Tata India Consumer Fund Regular Growth Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit

Total Corpus

0

Absolute Return
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Tata India Consumer Fund Regular Growth Asset Allocation

See fund asset allocation details as on (14-Jun-25)

Fund Distribution

as on (14-Jun-25)

Equity 93.4%

Debt & Cash 6.6%

Large cap
47.3%
Small cap
28.7%
Mid cap
17.2%
Mid Cap allocation has gone up from 13.7% to 17.2%
Mid Cap allocation has gone up from 13.7% to 17.2%
Large Cap allocation has gone down from 48.5% to 47.3%
Large Cap allocation has gone down from 48.5% to 47.3%
Small Cap allocation has gone down from 29.3% to 28.7%
Small Cap allocation has gone down from 29.3% to 28.7%
Cash allocation has gone down from 8.5% to 6.6%
Cash allocation has gone down from 8.5% to 6.6%

Tata India Consumer Fund Regular Growth Sector Allocation

See fund sector allocation details as on (14-Jun-25)

Sector Allocation

Equity 93.4%

Debt & Cash 6.6%

Consumer Defensive
36.5%
Consumer Cyclical
36.1%
Industrial
14.9%
Tech
5.7%
Financial Services
3.5%
Basic Materials
3.2%

Top 3 Sectors in May were Consumer Defensive, Consumer Cyclical & Industrial

May'25

Consumer Defensive

36%

Consumer Cyclical

33%

Industrial

17%

Apr'25

Consumer Defensive

36%

Consumer Cyclical

35%

Industrial

18%

Tata India Consumer Fund Regular Growth Holdings Details

as on (31-May-25)

Equity

Holdings
Weight%
1M Change
ITC Ltd
8.87%
0%
Eternal Ltd
6.62%
-23.7%
Radico Khaitan Ltd
6.46%
0%
Titan Co Ltd
5.38%
0.4%
Tata Consumer Products Ltd
4.47%
0%
See all
Top Stocks bought last month
Trent Ltd's allocation increased from 3.74% to 4.27%
Trent Ltd's allocation increased from 3.74% to 4.27%
BSE Ltd's allocation increased from 1.97% to 2.43%
BSE Ltd's allocation increased from 1.97% to 2.43%
Bikaji Foods International Ltd's allocation increased from 3.86% to 4.17%
Bikaji Foods International Ltd's allocation increased from 3.86% to 4.17%
Top Stocks sold last month
ITC Ltd's allocation decreased from 9.25 % to 8.87 %
ITC Ltd's allocation decreased from 9.25 % to 8.87 %
Eternal Ltd's allocation decreased from 8.66 % to 6.62 %
Eternal Ltd's allocation decreased from 8.66 % to 6.62 %
Tata Consumer Products Ltd's allocation decreased from 4.82 % to 4.47 %
Tata Consumer Products Ltd's allocation decreased from 4.82 % to 4.47 %

Tata India Consumer Fund Regular Growth Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio1.99%
Benchmark
IISL Nifty India Consumption TR INR
AUM₹2379 Cr
Inception Date28 December, 2015
Min Lumpsum/SIP₹5000/₹100
Exit Load
0.2%
Lock InNo Lock-in
TurnOver
65.67%
STCGSelling mutual fund before 1 year, returns taxed at 20%.
LTCGAfter 1 year, 12.5% tax on returns over ₹1.25 lakh/year.
Risk
Risk meter
pointer
Very High Risk

About Tata India Consumer Fund Regular Growth

Tata India Consumer Fund Regular Growth is an equity fund. This fund was started on 28 December, 2015. The fund is managed by Sonam Udasi. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Tata India Consumer Fund Regular Growth has ₹2379 Cr worth of assets under management (AUM) as on May 2025 and is more than category average.
  2. The fund has an expense ratio 2.

Returns

Tata India Consumer Fund Regular Growth has given a CAGR return of 16.92% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 6.94%, 23.26% and 21.80% respectively.

Holdings

Tata India Consumer Fund Regular Growth has allocated its funds majorly in Cash Equivalent, Consumer Defensive, Consumer Cyclical, Industrial, Financial Services, Tech, Basic Materials, Health. Its top holdings are ITC Ltd, Eternal Ltd, Radico Khaitan Ltd, Titan Co Ltd, Tata Consumer Products 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 benefit
Dividends 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 Regular 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 Regular Growth has no lock in period.

Fund Manager

Sonam Udasi

Fund Manager of Tata India Consumer Fund Regular Growth, since 1 April 2016

Learn more about Tata Mutual Fund
Parameters
May'25
Apr'25
Mar'25
AUM
₹ 2.4K Cr
₹ 2.3K Cr
₹ 2.2K Cr
  • AUM of the fund stands at 2.4K Cr as of May'25
  • AUM increased by 53.7 Cr between May'25 and Apr'25

Frequently Asked Questions for Tata India Consumer Fund Regular Growth

How do I invest in Tata India Consumer Fund Regular Growth?

INDmoney makes it simple to invest in the Tata India Consumer Fund Regular Growth. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Tata India Consumer Fund Regular Growth’.
  • 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.

What is the current NAV of Tata India Consumer Fund Regular Growth?

The NAV of the fund today is ₹44.11. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Tata India Consumer Fund Regular Growth fund has generated a return of 6.94% in 1 year, 23.26% in 3 years, 21.80% in 5 years.

Who is the fund manager of Tata India Consumer Fund Regular Growth?

The fund managers are Sonam Udasi.

What is the exit load of the fund?

The exit load is 0.25% if redeemed in 0-30 Days. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 1.99%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹2379 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Tata India Consumer Fund Regular Growth?

The top 3 holdings of the fund are ITC Ltd(8.87%), Eternal Ltd(6.62%), Radico Khaitan Ltd(6.46%)