Tata India Consumer Fund Direct Growth

Tata India Consumer Fund Direct Growth

+15.59%
3Y annualised
+0.18% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 22 Jul '26
₹54.21
Min. for SIP
₹100
Fund size (AUM)
₹2,703.34 Cr
Expense ratio
0.94%
Rating
4

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹63,481
+5.80%
3 years₹1,80,000₹2,09,100
+16.17%
5 years₹3,00,000₹4,28,376
+42.79%
10 years₹6,00,000₹13,84,063
+130.68%

Holdings (37)

NameSectorInstrumentsAssets
Zomato LtdTechnologyEquity7.93%
Titan Company LtdConsumer DiscretionaryEquity7.87%
Nestle India LtdConsumer StaplesEquity5.94%
Radico Khaitan LtdConsumer StaplesEquity5.04%
Varun Beverages LtdConsumer StaplesEquity4.92%
CarTrade Tech LtdConsumer DiscretionaryEquity4.58%
Tata Consumer Products LtdConsumer StaplesEquity4.19%
United Spirits LtdConsumer StaplesEquity3.51%
Trent LtdConsumer DiscretionaryEquity3.44%
Cash/Net Current AssetsUnspecifiedCash/Net Current Assets3.43%
BSE LtdFinancialEquity3.35%
Bikaji Foods International LtdConsumer StaplesEquity3.14%
Ather Energy Ltd.Consumer DiscretionaryEquity3.04%
ITC LtdConsumer StaplesEquity2.80%
Bajaj Auto LtdConsumer DiscretionaryEquity2.59%
DOMS Industries Ltd.IndustrialsEquity2.56%
Maruti Suzuki India LtdConsumer DiscretionaryEquity2.35%
Apollo Hospitals Enterprise LtdHealthcareEquity2.31%
LG Electronics India Ltd.Consumer DiscretionaryEquity2.19%
Dixon Technologies (India) LtdConsumer DiscretionaryEquity1.98%
Bharti Airtel LtdTechnologyEquity1.97%
HDFC Asset Management Company LtdFinancialEquity1.94%
Multi Commodity Exchange Of India LtdFinancialEquity1.89%
Cera Sanitaryware LtdIndustrialsEquity1.78%
Metro Brands LtdConsumer DiscretionaryEquity1.70%
Honasa Consumer Ltd.Consumer StaplesEquity1.52%
PNGS Reva Diamond Jewellery Ltd.Consumer DiscretionaryEquity1.51%
Endurance Technologies LtdConsumer DiscretionaryEquity1.46%
Billionbrains Garage Ventures Ltd.FinancialEquity1.36%
Gillette India LtdConsumer StaplesEquity1.25%
Avenue Supermarts LtdConsumer StaplesEquity1.17%
Dr. Lal Pathlabs LtdHealthcareEquity1.10%
Pricol LtdConsumer DiscretionaryEquity1.03%
Mahindra & Mahindra LtdConsumer DiscretionaryEquity1.02%
Ethos LtdConsumer DiscretionaryEquity1.01%
Adani Wilmar LtdConsumer StaplesEquity0.97%
RepoUnspecifiedRepo0.16%
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+15.6%+15.4%+17.4%+17.3%
Category average (Equity Thematic)+16.5%+16.6%+14.5%--
Rank (Equity Thematic)111--

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 ₹2,17,682 Cr and the Latest NAV as of 22 Jul 2026 is ₹54.21. 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₹2,17,681.90 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,