Tata India Consumer Fund Direct Growth

Tata India Consumer Fund Direct Growth

Equity
Thematic
Very High Risk
+19.03%
3Y annualised
-0.02% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 21 Jan '26
₹49.31
Min. SIP amount
₹100
Fund size
₹2,671.26 Cr
Expense ratio
0.76%

Return calculator

Monthly SIP
One time
Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹59,235
-1.27%
3 years₹1,80,000₹2,08,257
+15.70%
5 years₹3,00,000₹4,21,599
+40.53%
10 years₹6,00,000₹13,78,258
+129.71%

Holdings (36)

NameSectorInstrumentsAssets
ITC Ltd.Consumer StaplesEquity9.37%
Eternal Ltd.ServicesEquity7.87%
Titan Company Ltd.Consumer DiscretionaryEquity6.83%
Radico Khaitan Ltd.Consumer StaplesEquity6.25%
Nestle India Ltd.Consumer StaplesEquity5.03%
CarTrade Tech Ltd.ServicesEquity4.87%
Tata Consumer Products Ltd.Consumer StaplesEquity4.29%
Bikaji Foods International Ltd.Consumer StaplesEquity3.66%
DOMS Industries Ltd.Consumer StaplesEquity3.12%
BSE Ltd.ServicesEquity3.10%
LG Electronics India Ltd.Consumer DiscretionaryEquity3.06%
Bajaj Auto Ltd.AutomobileEquity2.83%
Multi Commodity Exchange Of India Ltd.ServicesEquity2.63%
Trent Ltd.ServicesEquity2.45%
United Spirits Ltd.Consumer StaplesEquity2.19%
Metro Brands Ltd.Consumer StaplesEquity2.06%
Varun Beverages Ltd.Consumer StaplesEquity1.98%
HDFC Asset Management Company Ltd.FinancialEquity1.98%
Blue Star Ltd.Consumer DiscretionaryEquity1.81%
Apollo Hospitals Enterprise Ltd.HealthcareEquity1.66%
PG Electroplast Ltd.Capital GoodsEquity1.49%
Gillette India Ltd.Consumer StaplesEquity1.41%
Swiggy Ltd.ServicesEquity1.35%
AWL Agri Business Ltd.Consumer StaplesEquity1.26%
Cera Sanitaryware Ltd.ConstructionEquity1.17%
Billionbrains Garage Ventures Ltd.FinancialEquity1.16%
Ethos Ltd.ServicesEquity1.15%
Pricol Ltd.AutomobileEquity1.14%
Hyundai Motor India Ltd.AutomobileEquity1.08%
Dabur India Ltd.Consumer StaplesEquity1.02%
Pidilite Industries Ltd.ChemicalsEquity1.00%
Dr. Lal Pathlabs Ltd.HealthcareEquity1.00%
Meesho Ltd.ServicesEquity0.94%
Avenue Supermarts Ltd.ServicesEquity0.89%
Amber Enterprises India Ltd.Consumer DiscretionaryEquity0.79%
Godrej Agrovet Ltd.Consumer StaplesEquity0.67%
See All

Minimum investments

Min. for 1st investment
₹5,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹100

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+19.0%+16.1%+18.0%+17.2%
Category average (Equity Thematic)+16.5%+16.6%+14.5%--
Rank (Equity Thematic)153--

Exit load, stamp duty and tax

Exit load

Exit load of 0.25% if redeemed within 30 days.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Fund management

SU
Sonam Udasi
Apr 2016 - Present
View details

Education
Mr. Udasi is a B.Com and also holds PGDM(Finance).
Experience
Prior to joining Tata AMC he was associated with ASK Raymond James, JM Financial AMC, Prime Securities, BRICS Securities and IDBI Capital Market Services Ltd.

AB
Aditya Bagul
Oct 2023 - Present
View details

Education
Mr. Bagul has done B.Com, CA and CFA
Experience
Prior to joining Tata Mutual Fund, he has worked with Axis Capital Ltd., Ambit Capital and Reliance Capital

About Tata India Consumer Fund Direct Growth

Tata India Consumer Fund Direct Growth is a Equity Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 30 Jun 1995. Sonam Udasi is the Current Fund Manager of Tata India Consumer Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹2,16,851 Cr and the Latest NAV as of 21 Jan 2026 is ₹49.31. The Tata India Consumer Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹5,000. Exit load of 0.25% if redeemed within 30 days. ;

Investment Objective

The scheme seeks long term capital appreciation by investing atleast 80% of it's net assets in equity/equity related instruments of the companies in the Consumption Oriented sectors in India.
Fund benchmarkNIFTY India Consumption Total Return Index

Fund house

Rank (total assets)#14 in India
Total AUM₹2,16,850.85 Cr
Date of Incorporation30 Jun 1995
Launch Date30 Jun 1995
Address9th Floor, Mafatlal Centre,Nariman Point, Mumbai 400021
CustodianStandard Chartered Bank
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,