Tata India Consumer Fund Growth

Equity
Thematic
Very High Risk
18.05%
3Y annualised
-0.16% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 05 Sep 2025
₹46.20
Rating
3
Min. SIP amount
Not Supported
Fund size
₹2,482.35Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (39)

NameSectorInstrumentAssets
Consumer StaplesEquity8.68%
ServicesEquity8.31%
Consumer StaplesEquity5.57%
Consumer DiscretionaryEquity4.98%
Consumer StaplesEquity4.15%
FinancialEquity4.10%
ServicesEquity3.96%
Consumer StaplesEquity3.92%
ServicesEquity3.82%
Consumer StaplesEquity2.97%
Consumer StaplesEquity2.76%
ServicesEquity2.49%
Capital GoodsEquity2.38%
Capital GoodsEquity2.35%
Consumer StaplesEquity2.29%
Capital GoodsEquity2.27%
AutomobileEquity2.03%
ServicesEquity2.02%
Consumer DiscretionaryEquity1.95%
HealthcareEquity1.90%
ServicesEquity1.81%
ServicesEquity1.79%
Consumer DiscretionaryEquity1.76%
Consumer StaplesEquity1.73%
ServicesEquity1.64%
Consumer StaplesEquity1.33%
Consumer StaplesEquity1.21%
Consumer DiscretionaryEquity1.20%
HealthcareEquity1.14%
Consumer StaplesEquity1.13%
HealthcareEquity1.13%
Capital GoodsEquity1.12%
ServicesEquity1.08%
Consumer StaplesEquity1.08%
Consumer StaplesEquity1.07%
ChemicalsEquity1.04%
AutomobileEquity0.81%
Consumer StaplesEquity0.65%
CommunicationEquity0.52%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Equity Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-1.0%18.1%20.8%17.1%
Category average-1.3%16.6%20.9%NA
Rank with in category915NA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 1.97%

Inclusive of GST

Exit load

Exit load of 0.25% if redeemed within 30 days.

Stamp duty

0.005% (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%.

Understand terms
Check past data

Fund management

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.
Also manages these schemes

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
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
9th Floor, Mafatlal Centre,Nariman Point, Mumbai 400021
Phone
1800-209-0101
Launch Date
30 Jun 1995
Tata Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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