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.

₹44.38

▲0.3%1D

NAV as on 13 Aug 2025

16.74%/per year

Since Inception

Absolute Gain%

▲▼

Tata India Consumer Fund Regular Growth Performance vs. Nifty 500

Fund returns vs Benchmark returns vs Category Average returns as on (13-Aug-25)

The fund has consistently outperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
1.69%
3.95%
9.24%
1.01%
17.97%
20.46%
Nifty 500
-2.51%
1.56%
8.58%
-0.03%
14.45%
19.52%
Equity - Consumption Avg
--
--
--
--
--
--
Best in Equity - Consumption
1.5%
6.54%
11.02%
6.66%
19.35%
25.88%
Worst in Equity - Consumption
-4.03%
-5.9%
0.84%
-14.69%
13.18%
17.5%

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Tata India Consumer Fund Regular Growth
-
2,482Cr
1.98%
1.01%
17.97%
2.98
0.88
0.85
1.30
0.32
Nippon India Consumption Fund Direct Growth
3/9
2,664Cr
1.95%
-2.61%
16.51%
1.80
0.88
0.81
1.21
0.16
Mirae Asset Great Consumer Regular Fund
4/9
4,403Cr
1.84%
-1.42%
17.15%
1.24
0.95
0.77
1.17
0.20
Aditya Birla Sun Life Consumption Fund Direct Growth
5/9
6,239Cr
1.83%
0.19%
14.74%
0.05
0.88
0.70
1.08
-0.30
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 (16-Jul-25)

Fund Distribution

as on (16-Jul-25)

Equity 96.2%

Debt & Cash 3.8%

Large cap
42.9%
Mid cap
26.6%
Small cap
26.2%
Mid Cap allocation has gone down from 17.2% to 16.5%
Mid Cap allocation has gone down from 17.2% to 16.5%
Large Cap allocation has gone up from 47.3% to 47.7%
Large Cap allocation has gone up from 47.3% to 47.7%
Small Cap allocation has gone up from 28.7% to 32.9%
Small Cap allocation has gone up from 28.7% to 32.9%
Cash allocation has gone down from 6.6% to 2.8%
Cash allocation has gone down from 6.6% to 2.8%

Tata India Consumer Fund Regular Growth Sector Allocation

See fund sector allocation details as on (16-Jul-25)

Sector Allocation

Equity 96.2%

Debt & Cash 3.8%

Consumer Cyclical
36.1%
Consumer Defensive
36%
Industrial
14.5%
Tech
6.3%
Financial Services
3.8%
Basic Materials
3.2%
Health
0.1%

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

Jun'25

Consumer Cyclical

35%

Consumer Defensive

34%

Industrial

14%

May'25

Consumer Defensive

36%

Consumer Cyclical

33%

Industrial

17%

Tata India Consumer Fund Regular Growth Holdings Details

as on (31-Jul-25)

Equity

Holdings
Weight%
1M Change
ITC Ltd
8.68%
3.6%
Eternal Ltd
8.31%
1.4%
Radico Khaitan Ltd
5.57%
-3.3%
Titan Co Ltd
4.98%
0%
Tata Consumer Products Ltd
4.15%
0%
See all
Top Stocks bought last month
PG Electroplast Ltd's allocation increased from 0.81% to 2.13%
PG Electroplast Ltd's allocation increased from 0.81% to 2.13%
HDFC Asset Management Co Ltd's allocation increased from 3.24% to 3.99%
HDFC Asset Management Co Ltd's allocation increased from 3.24% to 3.99%
Avenue Supermarts Ltd's allocation increased from 0.5% to 1.12%
Avenue Supermarts Ltd's allocation increased from 0.5% to 1.12%
Top Stocks sold last month
ITC Ltd's allocation decreased from 8.87 % to 8.86 %
ITC Ltd's allocation decreased from 8.87 % to 8.86 %
Radico Khaitan Ltd's allocation decreased from 6.46 % to 6.25 %
Radico Khaitan Ltd's allocation decreased from 6.46 % to 6.25 %
Tata Consumer Products Ltd's allocation decreased from 4.47 % to 4.3 %
Tata Consumer Products Ltd's allocation decreased from 4.47 % to 4.3 %

Tata India Consumer Fund Regular Growth Overview

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

Expense ratio1.98%
Benchmark
IISL Nifty India Consumption TR INR
AUM₹2482 Cr
Inception Date28 December, 2015
Min Lumpsum/SIP₹5000/₹100
Exit Load
0.2%
Lock InNo Lock-in
TurnOver
45.23%
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 Aditya Bagul, Sonam Udasi. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Tata India Consumer Fund Regular Growth has ₹2482 Cr worth of assets under management (AUM) as on Jul 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 16.74% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 1.01%, 17.97% and 20.46% respectively.

Holdings

Tata India Consumer Fund Regular Growth has allocated its funds majorly in Cash Equivalent, Consumer Cyclical, Consumer Defensive, Industrial, Financial Services, Health, Tech, Basic Materials. 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

Aditya Bagul

Fund Manager of Tata India Consumer Fund Regular Growth, since 3 October 2023

Sonam Udasi

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

Learn more about Tata Mutual Fund
Parameters
Jun'25
May'25
Apr'25
AUM
₹ 2.5K Cr
₹ 2.4K Cr
₹ 2.3K Cr
  • AUM of the fund stands at 2.5K Cr as of Jun'25
  • AUM increased by 78.8 Cr between Jun'25 and May'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 ₹44.38. 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 1.01% in 1 year, 17.97% in 3 years, 20.46% in 5 years.

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

The fund managers are Aditya Bagul, 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 1.98%. 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 ₹2482 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(8.68%), Eternal Ltd(8.31%), Radico Khaitan Ltd(5.57%)