COMPANIES

No Data Found

NEWS

No Data Found
tata india consumer fund direct growth
Tata India Consumer Fund Direct Growth

Tata India Consumer Fund Direct Growth

  • Very High Risk
  • Equity
  • Equity - Consumption
Share
  • Whatsapp
  • Twitter
  • Facebook
NAV as on Jul 4, 2025
i
Price per unit of the scheme.
50.4907-0.61%1 Day Change
1.70%
Minimum Investment₹5000
Expense Ratio0.84%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

This Fund
Tata India Consumer Fund Direct Growth
VS
Equity: Equity - Consumption Average NAV
    Topper in Equity: Equity - Consumption
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
    Share
    • Whatsapp
    • Twitter
    • Facebook

    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    Tata India Consumer Fund Direct Growth
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      0
    • Return
      0
    • Current Value
      0

    bt_logoFUND MANAGER

    Sonam Udasi
    Sonam Udasi
    i
    Lead Fund Manager.
    Apr 1, 2016 - Present
    • Fund Manager Rank2Out of 8
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed7
    • Total AUM16,958.43 Cr
    • Highest Return In 1 Yr7.30 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 81.63
    2.98%
    -%
    Very High Risk
    2,082.94Cr
    ₹ 78.31
    2.51%
    -%
    Very High Risk
    2,151.11Cr
    ₹ 37.37
    1.04%
    -%
    Moderately High risk
    177.53Cr
    Tata Retirement Savings Progressive Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 81.63
    • Fund Size2,082.94Cr
    Fund Return2.98%
    Category Return--
    Tata Retirement Savings Moderate Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 78.31
    • Fund Size2,151.11Cr
    Fund Return2.51%
    Category Return--
    Tata Retirement Savings Conservative Fund Direct Plan Growth
    Moderately High risk
    • NAV₹ 37.37
    • Fund Size177.53Cr
    Fund Return1.04%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Aditya Bagul
    Aditya Bagul
    i
    Lead Fund Manager.
    Oct 3, 2023 - Present
    • Schemes managed3
    • Total AUM6,175.42 Cr
    • Highest Return In 1 Yr9.15 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    --
    ₹ 50.49
    1.70%
    -%
    Very High Risk
    2,378.60Cr
    ₹ 27.44
    3.92%
    3.41%
    Very High Risk
    3,262.92Cr
    --
    ₹ 16.28
    3.89%
    -%
    Very High Risk
    533.91Cr
    Tata India Consumer Fund Direct Growth
    Very High Risk--
    • NAV₹ 50.49
    • Fund Size2,378.60Cr
    Fund Return1.70%
    Category Return--
    Tata Flexi Cap Fund Direct Growth
    Very High Risk
    • NAV₹ 27.44
    • Fund Size3,262.92Cr
    Fund Return3.92%
    Category Return3.41%
    Tata Housing Opportunities Fund Direct Growth
    Very High Risk--
    • NAV₹ 16.28
    • Fund Size533.91Cr
    Fund Return3.89%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on May, 2025
    EQUITY (93.45%)
    DEBT (-%)
    CASH (6.55%)
    Allocation by Market Cap
    Large Cap(47.31%)
    Mid Cap(17.23%)
    Small Cap(28.69%)
    Industry Holdings
    • Packaged Foods13.65%
    • Tobacco9.52%
    • Beverages Wineries Distilleries9.12%
    • Internet Retail7.10%
    • Apparel Stores7.07%
    • Luxury Goods7.05%
    Stock Holdings
    • ITC Ltd8.87%
    • Eternal Ltd6.62%
    • Radico Khaitan Ltd6.46%
    • Titan Co Ltd5.38%
    • Tata Consumer Products Ltd4.47%
    • Trent Ltd4.27%

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      3.81
      This Fund
      VS
      --
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      72.45
      This Fund
      VS
      --
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      0.94
      This Fund
      VS
      --
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      1.11
      This Fund
      VS
      --
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      1.86
      This Fund
      VS
      --
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      15.43
      This Fund
      VS
      --
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    --
    ₹ 54.24
    5.69%
    --
    Very High Risk
    ₹ 1,117.63 Cr
    ₹ 498.40
    4.91%
    3.42%
    Very High Risk
    ₹ 4,701.47 Cr
    --
    ₹ 14.83
    4.73%
    4.81%
    Very High Risk
    ₹ 117.88 Cr
    --
    ₹ 35.66
    4.65%
    4.84%
    Very High Risk
    ₹ 1,231.67 Cr
    ₹ 398.79
    4.31%
    3.42%
    Very High Risk
    ₹ 8,506.38 Cr
    Tata Resources & Energy Fund Direct Growth
    Very High Risk--
    • NAV₹ 54.24
    • Fund Size₹ 1,117.63 Cr
    1 Month Return5.69%
    Category Return--
    Tata Mid Cap Growth Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 498.40
    • Fund Size₹ 4,701.47 Cr
    1 Month Return4.91%
    Category Return3.42%
    Tata Nifty India Digital ETF Fund of Fund Direct Growth
    Very High Risk--
    • NAV₹ 14.83
    • Fund Size₹ 117.88 Cr
    1 Month Return4.73%
    Category Return4.81%
    Tata India Pharma & Healthcare Fund Direct Growth
    Very High Risk--
    • NAV₹ 35.66
    • Fund Size₹ 1,231.67 Cr
    1 Month Return4.65%
    Category Return4.84%
    Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Direct Growth
    Very High Risk--
    • NAV₹ 11.44
    • Fund Size₹ 119.99 Cr
    1 Month Return4.45%
    Category Return--
    Tata Equity P/E Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 398.79
    • Fund Size₹ 8,506.38 Cr
    1 Month Return4.31%
    Category Return3.42%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    Tata Asset Management Limited
    Tata Asset Management Limited manages assets worth ₹ 1,94,918.35 crores. It’s current offering of mutual fund schemes includes 36 equity, 18 debt and 9 hybrid schemes.
    phone icon
    Phone
    +91 22 6657 8282
    mail icon
    Email
    kiran@tataamc.com
    aum
    AUM
    1,94,918.35 Cr (
    As on May 31, 2025
    )
    location
    Address
    Mafatlal Centre, 9th Floor, Mumbai,400 021

    bt_logoFAQ's

    What is the category of Tata India Consumer Fund Direct Growth ?
    The category of Tata India Consumer Fund Direct Growth is Equity - Equity - Consumption
    What is the current NAV of Tata India Consumer Fund Direct Growth ?
    The current NAV of Tata India Consumer Fund Direct Growth as on Jul 04, 2025 is ₹50.49
    How safe is Tata India Consumer Fund Direct Growth ?
    The risk level of Tata India Consumer Fund Direct Growth is Very High.
    What are short term returns given by Tata India Consumer Fund Direct Growth ?
    The return given by Tata India Consumer Fund Direct Growth in 1 month is 1.70%, 3 months is 9.33%, 6 months is -5.92%, and 1 year is 6.17%
    What are the long term returns given by Tata India Consumer Fund Direct Growth ?
    The return given by Tata India Consumer Fund Direct Growth in 3 years is 23.41% and 5 years is 23.17%.
    What is the expense ratio of Tata India Consumer Fund Direct Growth ?
    The expense ratio of Tata India Consumer Fund Direct Growth is 0.84%
    What is the AUM of Tata India Consumer Fund Direct Growth ?
    The assets under Management (AUM) of Tata India Consumer Fund Direct Growth is Rs 2,378.60 crores.
    What is the minimum investment in Tata India Consumer Fund Direct Growth ?
    The minimum Lumpsum investment in Tata India Consumer Fund Direct Growth is ₹5,000.00 and the minimum SIP investment in Tata India Consumer Fund Direct Growth is ₹1,000.00
    What is the asset allocation of Tata India Consumer Fund Direct Growth?
    Tata India Consumer Fund Direct Growth has an exposure of 93.45% in Equity and 6.55% in Cash & Money Market Securities