Return

  • 1M
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  • 6M
  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹5000

AUM (Fund size)

2,261 Cr

Lock In Period

N/A

Expense Ratio

2.04

Benchmark

Nifty India Consumption Total Return

Exit Load

0.25% of NAV if redeemed/switched out before 30 days from the date of allotment.

Summary

Latest details for Tata India Consumer Fund Growth include a 43.7621 NAV as of Apr 23,2026 and returns since inception of 65.72%. Minimum investments start at SIP ₹100. The Tata India Consumer Fund Growth AUM is ₹2,261 Cr, with a lock-in of N/A years, expense ratio of 2.04%, and benchmark Nifty India Consumption Total Return. Exit load is - 0.25% of NAV if redeemed/switched out before 30 days from the date of allotment.. In the growth review for 1M Month/Year, the fund recorded 11.09% returns, against a category average of 2.07% and a category best of 13.20%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M11.092.0713.20
6M-4.871.9526.20
1Y2.285.9522.28
3Y18.3416.83142.02

Portfolio Analysis

  • Equity: 95.06%
  • Debt: 4.94%
  • Others
As on: 2026-03-31
View allocation % by

1. ETERNAL LTD8.02%
2. CARTRADE TECH LTD3.36%

1. NESTLE INDIA LTD5.85%
2. BIKAJI FOODS INTERNATIONAL LTD3.59%

1. TITAN COMPANY LTD7.86%
2. PNGS REVA DIAMOND JEWELLERY LTD1.52%

1. DIXON TECHNOLOGIES (INDILTD4.62%
2. LG ELECTRONICS INDIA LTD2.52%
3. PG ELECTROPLAST LTD0.82%

1. RADICO KHAITAN LTD4.71%
2. UNITED SPIRITS LTD2.72%

1. MULTI COMMODITY EXCHANGE OF IND LTD3.42%
2. BSE LTD3.42%

1. ITC LTD4.84%

1. TATA CONSUMER PRODUCTS LTD4.31%

1. VARUN BEVERAGES LTD4.14%

1. DOMS INDUSTRIES LTD3.35%

1. BAJAJ AUTO LTD3.15%

1. APOLLO HOSPITALS ENTERPRISE LTD2.07%
2. DR. LAL PATH LABS LTD1.04%

1. ATHER ENERGY LTD2.40%

1. BLUE STAR LTD1.99%

1. MARUTI SUZUKI INDIA LTD1.96%

1. HDFC ASSET MANAGEMENT COMPANY LTD1.94%

1. METRO BRANDS LTD1.81%

1. TRENT LTD1.57%

1. GILLETTE INDIA LTD1.44%

1. CERA SANITARYWARE LTD1.35%

1. BILLIONBRAINS GARAGE VENTURES LTD (GROWW)1.33%

1. AWL AGRI BUSINESS LTD1.12%

1. PRICOL LTD1.05%

1. ETHOS LTD1.03%

About Fund

Tata India Consumer Fund Growth managed by Tata Mutual Fund,is a Consumerscheme with Assets Under Management of ₹2,261 Crore. The fund benchmarks its performance against the Nifty India Consumption Total Return while maintaining an expense ratio of 2.04. Under the expert guidance of Sonam Udasi ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Sonam Udasi

Mr. Sonam has done B.Com and PGDBM (Finance). He has 16 years of work experience in Analyst position. From April 1st 2016 ,he has joined Tata Mutual fund as a Equity Head. Prior to this he worked with IDBI Capital Market Services Ltd as Head Research, BRICS Securities as Head - Consumer Vertical, Prime Securities as Head Research, JM Financial AMC as Senior Analyst and with ASK Raymond James as Lead Analyst.

Peer Comparison

Fund Name1Y3Y
This FundBaroda BNP Paribas India Consumption Fund Growth-3.715549.8693
This FundCanara Robeco Consumption Fund Growth-1.651751.6643
This FundMirae Asset Great Consumer Fund Growth0.549353.078
This FundICICI Prudential Bharat Consumption Fund Growth1.3353.5264
This FundTata India Consumer Fund Growth2.275165.7155

FAQs

Tata India Consumer Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Tata India Consumer Fund Growth is 2.04. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Tata India Consumer Fund Growth’s fund performance is as follows:
  • 1 Month : 11.09%
  • 6 Months : -4.87%
  • 1 Year : 2.28%
  • 3 Years : 18.34%
Returns of Tata India Consumer Fund Growth are updated daily based on NAV of ₹ 43.7621 as on Apr 23,2026. Since inception, the return has been 65.72%.

You can invest in Tata India Consumer Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Tata India Consumer Fund Growth is ₹2,261 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Tata India Consumer Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500