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Apr 02, 2026


Category Equity
AUM (Cr.) 2,490.73
Exit Load (%) 0.25
Min Inv Lumpsum 5,000
Expense Ratio 1.99
Sharpe Ratio -2.63
Beta Ratio 0.00
Fund Manager Sonam Udasi
Inception Date Dec 28, 2015
Risk Level Very High

Investment Objective

To seek long term capital appreciation by investing at least 80% of its net assets in equity/equity related instruments of the companies in the Consumption Oriented sector in India.

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Nifty India Consumption TRI Activating the following links will update the content below.

Return Calculator

Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Tata India Consumer Fund (IDCW) RI -5.81 -12.78 -4.32 14.25 12.52 13.31
Benchmark - Nifty India Consumption TRI -7.26 -13.1 -1.91 14.74 13.12 0
Category Average - BEST EQUITY PERFORMERS -7.31 -8.03 1.22 16.02 13.5 5.84
Category Rank 3/10 4/10 2/10 6/10 7/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Kotak Pioneer Fund - Regular (G) 29.1100 2.27 7.54 18.68 13.66 3,318.06 1.84 100.00 invest
Kotak Pioneer Fund - Regular (IDCW) RI 29.1230 2.26 7.54 18.70 13.67 3,318.06 1.84 100.00 invest
Aditya Birla SL Digital India Fund (G) 141.2700 2.04 -10.66 6.45 7.47 3,882.51 1.91 1,000.00 invest
Aditya Birla SL Digital India Fund (IDCW) 35.0500 2.04 -10.66 6.45 7.47 3,882.51 1.91 1,000.00 invest
Nippon India Taiwan Equity Fund (IDCW) 24.9912 -2.47 158.04 47.06 0.00 519.50 2.42 500.00 invest
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Tata India Consumer Fund (IDCW) RI -5.81 -12.78 -4.32 14.25 12.52 13.31
Benchmark - Nifty India Consumption TRI -7.26 -13.1 -1.91 14.74 13.12 0
Category Average - BEST EQUITY PERFORMERS -7.31 -8.03 1.22 16.02 13.5 5.84
Category Rank 3/10 4/10 2/10 6/10 7/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Kotak Pioneer Fund - Regular (G) 29.1100 2.27 7.54 18.68 13.66 3,318.06 1.84 100.00 invest
Kotak Pioneer Fund - Regular (IDCW) RI 29.1230 2.26 7.54 18.70 13.67 3,318.06 1.84 100.00 invest
Aditya Birla SL Digital India Fund (G) 141.2700 2.04 -10.66 6.45 7.47 3,882.51 1.91 1,000.00 invest
Aditya Birla SL Digital India Fund (IDCW) 35.0500 2.04 -10.66 6.45 7.47 3,882.51 1.91 1,000.00 invest
Nippon India Taiwan Equity Fund (IDCW) 24.9912 -2.47 158.04 47.06 0.00 519.50 2.42 500.00 invest

Asset Allocation

Asset Legend Asset Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Equity-Eternal Jan 31, 2026 214.23 8.46 1.91
Equity-Titan Company Jan 31, 2026 178.98 7.07 -1.83
Equity-Nestle India Jan 31, 2026 149.90 5.92 11.47
Net CA & Others-Net CA & Others Jan 31, 2026 146.14 5.79 2.27
Equity-ITC Jan 31, 2026 142.43 5.63 -43.09
Equity-Radico Khaitan Jan 31, 2026 128.96 5.09 -22.73
Equity-Cartrade Tech Jan 31, 2026 121.84 4.81 -6.26
Equity-Tata Consumer Jan 31, 2026 108.97 4.30 -4.87
Equity-Varun Beverages Jan 31, 2026 104.33 4.12 97.22
Equity-Bikaji Foods Jan 31, 2026 85.85 3.39 -12.26

latest news

SCHEME DETAILS

AMC Name
Tata Mutual Fund
Fund Name
Tata India Consumer Fund (IDCW) RI
Contact Person
Sonam Udasi
Registered Address
1903, B-Wing, Parinee Crescenzo,G-Block, Bandra Kurla Complex,Bandra East Mumbai - 400051
Telephone No
022 62827777
Fax No.
022 2261 3782.
Email
service:tataamc.com
Website
www.tatamutualfund.com