Tata India Consumer Fund Regular Growth

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Tata India Consumer Fund Regular Growth

Very High Risk
Equity
Equity - Consumption

NAV as on Feb 28, 2025

Price per unit of the scheme.

₹ 38.7560 -2.05% 1 Day Change

-7.92%

Minimum Investment ₹5000

Expense Ratio 2.10%

FUND RATING

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

*Morningstar Rating Methodology i

RISK-O-METER

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

FUND PERFORMANCE

(As On --)

Compare fund’s performance against category average across different time periods

1M 3M 6M 1Y 3Y 5Y

-- Out of -- funds in the category

Category Avg Return
--

Fund Return

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

FUND COMPARISON

1M 3M 6M 1Y 3Y 5Y

This Fund

Tata India Consumer Fund Regular Growth

Equity: Equity - Consumption Average NAV

Topper in Equity: Equity - Consumption

Sundaram Consumption Fund Direct Plan - Growth Option

All Fund

*For the other fund, rescaled NAVs are used

RETURN CALCULATOR

Check the return on your investment in the fund

Tata India Consumer Fund Regular Growth

Investment Type

MONTHLY SIP ONE -TIME

Monthly Investment

Time Period (yrs)

Annual Return in %

Invested Amount

₹0
Return

₹0

Current Value

₹0

FUND SUMMARY

Benchmark

IISL Nifty India Consumption TR INR

Expense Ratio

2.10 %

Category Avg Expense Ratio

0.92%

Minimum Investment (Lumpsum/SIP)

₹5000/₹1000

Lock In (Years)

No Lock-in

Fund Size

₹ 2,267.92 Cr(As on Jan, 2025)

Inception Date

Dec 28, 2015

Turnover

59.30 %

Exit Load

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

Objective: The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its assets in equity/equity related instruments of the companies in the Consumption Oriented sectors in India.However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.The Scheme does not assure or guarantee any returns.

Tata India Consumer Fund Regular Growth is an Equity - Equity - Consumption fund. The fund was launched in Dec 28, 2015. Its risk level is Very High. The NAV of the fund as on Feb 28, 2025 is ₹38.76. Its expense ratio is 2.10 %. The fund has an AUM of ₹2,267.92 Cr.The fund is managed by Sonam Udasi, Aditya Bagul. The minimum initial investment is ₹5000 in Lumpsum mode.

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FUND MANAGER

Sonam Udasi

Lead Fund Manager.

Apr 1, 2016- Present

Fund Manager Rank 4 Out of 9
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 managed 7
Total AUM ₹ 16,021.76 Cr
Highest Return In 1 Yr 7.54 %

Other Funds

table
card

1M 3M 6M 1Y 3Y 5Y

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Tata Retirement Savings Progressive Fund Direct Plan Growth

₹67.76

-8.95%

Very High Risk

₹1,979.06Cr

Tata Retirement Savings Moderate Fund Direct Plan Growth

₹66.61

-7.26%

Very High Risk

₹2,061.76Cr

Tata Retirement Savings Conservative Fund Direct Plan Growth

₹34.51

-2.39%

Moderately High risk

₹173.39Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Tata Retirement Savings Progressive Fund Direct Plan Growth

₹67.76

-14.64%

Very High Risk

₹1,979.06Cr

Tata Retirement Savings Moderate Fund Direct Plan Growth

₹66.61

-12.01%

Very High Risk

₹2,061.76Cr

Tata Retirement Savings Conservative Fund Direct Plan Growth

₹34.51

-3.76%

Moderately High risk

₹173.39Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Tata Retirement Savings Progressive Fund Direct Plan Growth

₹67.76

-15.67%

Very High Risk

₹1,979.06Cr

Tata Retirement Savings Moderate Fund Direct Plan Growth

₹66.61

-12.26%

Very High Risk

₹2,061.76Cr

Tata Retirement Savings Conservative Fund Direct Plan Growth

₹34.51

-3.29%

Moderately High risk

₹173.39Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Tata Retirement Savings Progressive Fund Direct Plan Growth

₹67.76

4.51%

Very High Risk

₹1,979.06Cr

Tata Retirement Savings Moderate Fund Direct Plan Growth

₹66.61

6.26%

Very High Risk

₹2,061.76Cr

Tata Retirement Savings Conservative Fund Direct Plan Growth

₹34.51

5.82%

Moderately High risk

₹173.39Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Tata Retirement Savings Progressive Fund Direct Plan Growth

₹67.76

13.50%

Very High Risk

₹1,979.06Cr

Tata Retirement Savings Moderate Fund Direct Plan Growth

₹66.61

12.89%

Very High Risk

₹2,061.76Cr

Tata Retirement Savings Conservative Fund Direct Plan Growth

₹34.51

7.79%

Moderately High risk

₹173.39Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Tata Retirement Savings Progressive Fund Direct Plan Growth

₹67.76

15.05%

Very High Risk

₹1,979.06Cr

Tata Retirement Savings Moderate Fund Direct Plan Growth

₹66.61

14.51%

Very High Risk

₹2,061.76Cr

Tata Retirement Savings Conservative Fund Direct Plan Growth

₹34.51

8.46%

Moderately High risk

₹173.39Cr

1M 3M 6M 1Y 3Y 5Y

Tata Retirement Savings Progressive Fund Direct Plan Growth

Very High Risk

NAV ₹67.76
Fund Size ₹1,979.06Cr

Fund Return -8.95%

Category Return --

Tata Retirement Savings Moderate Fund Direct Plan Growth

Very High Risk

NAV ₹66.61
Fund Size ₹2,061.76Cr

Fund Return -7.26%

Category Return --

Tata Retirement Savings Conservative Fund Direct Plan Growth

Moderately High risk

NAV ₹34.51
Fund Size ₹173.39Cr

Fund Return -2.39%

Category Return --

Tata Retirement Savings Progressive Fund Direct Plan Growth

Very High Risk

NAV ₹67.76
Fund Size ₹1,979.06Cr

Fund Return -14.64%

Category Return --

Tata Retirement Savings Moderate Fund Direct Plan Growth

Very High Risk

NAV ₹66.61
Fund Size ₹2,061.76Cr

Fund Return -12.01%

Category Return --

Tata Retirement Savings Conservative Fund Direct Plan Growth

Moderately High risk

NAV ₹34.51
Fund Size ₹173.39Cr

Fund Return -3.76%

Category Return --

Tata Retirement Savings Progressive Fund Direct Plan Growth

Very High Risk

NAV ₹67.76
Fund Size ₹1,979.06Cr

Fund Return -15.67%

Category Return --

Tata Retirement Savings Moderate Fund Direct Plan Growth

Very High Risk

NAV ₹66.61
Fund Size ₹2,061.76Cr

Fund Return -12.26%

Category Return --

Tata Retirement Savings Conservative Fund Direct Plan Growth

Moderately High risk

NAV ₹34.51
Fund Size ₹173.39Cr

Fund Return -3.29%

Category Return --

Tata Retirement Savings Progressive Fund Direct Plan Growth

Very High Risk

NAV ₹67.76
Fund Size ₹1,979.06Cr

Fund Return 4.51%

Category Return --

Tata Retirement Savings Moderate Fund Direct Plan Growth

Very High Risk

NAV ₹66.61
Fund Size ₹2,061.76Cr

Fund Return 6.26%

Category Return --

Tata Retirement Savings Conservative Fund Direct Plan Growth

Moderately High risk

NAV ₹34.51
Fund Size ₹173.39Cr

Fund Return 5.82%

Category Return --

Tata Retirement Savings Progressive Fund Direct Plan Growth

Very High Risk

NAV ₹67.76
Fund Size ₹1,979.06Cr

Fund Return 13.50%

Category Return --

Tata Retirement Savings Moderate Fund Direct Plan Growth

Very High Risk

NAV ₹66.61
Fund Size ₹2,061.76Cr

Fund Return 12.89%

Category Return --

Tata Retirement Savings Conservative Fund Direct Plan Growth

Moderately High risk

NAV ₹34.51
Fund Size ₹173.39Cr

Fund Return 7.79%

Category Return --

Tata Retirement Savings Progressive Fund Direct Plan Growth

Very High Risk

NAV ₹67.76
Fund Size ₹1,979.06Cr

Fund Return 15.05%

Category Return --

Tata Retirement Savings Moderate Fund Direct Plan Growth

Very High Risk

NAV ₹66.61
Fund Size ₹2,061.76Cr

Fund Return 14.51%

Category Return --

Tata Retirement Savings Conservative Fund Direct Plan Growth

Moderately High risk

NAV ₹34.51
Fund Size ₹173.39Cr

Fund Return 8.46%

Category Return --

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

Aditya Bagul

Oct 3, 2023- Present

Schemes managed 2
Total AUM ₹ 5,153.79 Cr
Highest Return In 1 Yr 7.54 %

Other Funds

table
card

1M 3M 6M 1Y 3Y 5Y

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Tata India Consumer Fund Direct Growth

₹44.38

-7.83%

Very High Risk

₹2,267.92Cr

Tata Flexi Cap Fund Direct Growth

₹23.33

-5.56%

-8.23%

Very High Risk

₹2,885.87Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Tata India Consumer Fund Direct Growth

₹44.38

-14.47%

Very High Risk

₹2,267.92Cr

Tata Flexi Cap Fund Direct Growth

₹23.33

-8.64%

-14.08%

Very High Risk

₹2,885.87Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Tata India Consumer Fund Direct Growth

₹44.38

-14.88%

Very High Risk

₹2,267.92Cr

Tata Flexi Cap Fund Direct Growth

₹23.33

-11.06%

-16.52%

Very High Risk

₹2,885.87Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Tata India Consumer Fund Direct Growth

₹44.38

7.54%

Very High Risk

₹2,267.92Cr

Tata Flexi Cap Fund Direct Growth

₹23.33

7.31%

0.49%

Very High Risk

₹2,885.87Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Tata India Consumer Fund Direct Growth

₹44.38

17.21%

Very High Risk

₹2,267.92Cr

Tata Flexi Cap Fund Direct Growth

₹23.33

13.47%

12.52%

Very High Risk

₹2,885.87Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Tata India Consumer Fund Direct Growth

₹44.38

18.73%

Very High Risk

₹2,267.92Cr

Tata Flexi Cap Fund Direct Growth

₹23.33

16.10%

16.59%

Very High Risk

₹2,885.87Cr

1M 3M 6M 1Y 3Y 5Y

Tata India Consumer Fund Direct Growth

Very High Risk --

NAV ₹44.38
Fund Size ₹2,267.92Cr

Fund Return -7.83%

Category Return --

Tata Flexi Cap Fund Direct Growth

Very High Risk

NAV ₹23.33
Fund Size ₹2,885.87Cr

Fund Return -5.56%

Category Return -8.23%

Tata India Consumer Fund Direct Growth

Very High Risk --

NAV ₹44.38
Fund Size ₹2,267.92Cr

Fund Return -14.47%

Category Return --

Tata Flexi Cap Fund Direct Growth

Very High Risk

NAV ₹23.33
Fund Size ₹2,885.87Cr

Fund Return -8.64%

Category Return -14.08%

Tata India Consumer Fund Direct Growth

Very High Risk --

NAV ₹44.38
Fund Size ₹2,267.92Cr

Fund Return -14.88%

Category Return --

Tata Flexi Cap Fund Direct Growth

Very High Risk

NAV ₹23.33
Fund Size ₹2,885.87Cr

Fund Return -11.06%

Category Return -16.52%

Tata India Consumer Fund Direct Growth

Very High Risk --

NAV ₹44.38
Fund Size ₹2,267.92Cr

Fund Return 7.54%

Category Return --

Tata Flexi Cap Fund Direct Growth

Very High Risk

NAV ₹23.33
Fund Size ₹2,885.87Cr

Fund Return 7.31%

Category Return 0.49%

Tata India Consumer Fund Direct Growth

Very High Risk --

NAV ₹44.38
Fund Size ₹2,267.92Cr

Fund Return 17.21%

Category Return --

Tata Flexi Cap Fund Direct Growth

Very High Risk

NAV ₹23.33
Fund Size ₹2,885.87Cr

Fund Return 13.47%

Category Return 12.52%

Tata India Consumer Fund Direct Growth

Very High Risk --

NAV ₹44.38
Fund Size ₹2,267.92Cr

Fund Return 18.73%

Category Return --

Tata Flexi Cap Fund Direct Growth

Very High Risk

NAV ₹23.33
Fund Size ₹2,885.87Cr

Fund Return 16.10%

Category Return 16.59%

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

DETAILED PORTFOLIO

As on Jan 2025

EQUITY (91.86%)

DEBT (0.00%)

CASH (8.14%)

Allocation by Market Cap

PERFORMANCE 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.

--

HISTORICAL 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.

3.16

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.

0.97

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.

0.93

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.

75.35

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.

0.60

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.

16.23

This Fund

VS

--

Category Avg

Benchmark used in calculation : --

PEER ANALYSIS

1M 3M 6M 1Y 3Y 5Y

table
card

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Canara Robeco Consumer Trends Fund Instl Growth

₹24.57

1.15%

Very High Risk

₹1,679.31 Cr

Canara Robeco Consumer Trends Fund Regular Plan Growth

₹95.11

-6.86%

Very High Risk

₹1,679.31 Cr

Aditya Birla Sun Life India GenNext Fund Growth

₹186.59

-7.12%

Very High Risk

₹5,625.62 Cr

Tata India Consumer Fund Regular Growth

₹38.76

-7.92%

Very High Risk

₹2,267.92 Cr

Nippon India Consumption Fund - Growth

₹173.51

-7.95%

Very High Risk

₹2,184.16 Cr

Baroda BNP Paribas India Consumption Regular Growth

₹27.83

-8.33%

Very High Risk

₹1,404.66 Cr

Canara Robeco Consumer Trends Fund Instl Growth

VERY HIGH RISK --

NAV ₹24.57
Fund Size ₹1,679.31 Cr

Fund Return 1.15%

Category Return --

Canara Robeco Consumer Trends Fund Regular Plan Growth

VERY HIGH RISK --

NAV ₹95.11
Fund Size ₹1,679.31 Cr

Fund Return -6.86%

Category Return --

Aditya Birla Sun Life India GenNext Fund Growth

VERY HIGH RISK

NAV ₹186.59
Fund Size ₹5,625.62 Cr

Fund Return -7.12%

Category Return --

Tata India Consumer Fund Regular Growth

VERY HIGH RISK --

NAV ₹38.76
Fund Size ₹2,267.92 Cr

Fund Return -7.92%

Category Return --

Nippon India Consumption Fund - Growth

VERY HIGH RISK

NAV ₹173.51
Fund Size ₹2,184.16 Cr

Fund Return -7.95%

Category Return --

Baroda BNP Paribas India Consumption Regular Growth

VERY HIGH RISK --

NAV ₹27.83
Fund Size ₹1,404.66 Cr

Fund Return -8.33%

Category Return --

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

Top funds from this amc

1M 3M 6M 1Y 3Y 5Y

table
card

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Tata Banking & PSU Debt Fund Direct Growth

₹13.49

0.70%

0.41%

Moderate Risk

₹213.01 Cr

Tata Medium Term Fund Segregated Portfolio 1 Direct Plan Growth

₹2.40

0.64%

Moderate Risk

₹2.15 Cr

Tata Corporate Bond Segregated Portfolio 1 Direct Plan Growth

₹433.47

0.63%

Moderate Risk

₹12.13 Cr

Tata Treasury Advantage Fund Segregated Portfolio 1 Direct Plan Growth

₹80.12

0.63%

Low to Moderate Risk

₹15.12 Cr

TATA Nifty G-Sec Dec 2026 Index Fund Direct Growth

₹11.67

0.61%

Moderate Risk

₹100.93 Cr

Tata Ultra Short Term Fund Direct Growth

₹14.49

0.58%

0.41%

Low to Moderate Risk

₹4,964.54 Cr

Tata Banking & PSU Debt Fund Direct Growth

MODERATE RISK

NAV ₹13.49
Fund Size ₹213.01 Cr

Fund Return 0.70%

Category Return 0.41%

Tata Medium Term Fund Segregated Portfolio 1 Direct Plan Growth

MODERATE RISK --

NAV ₹2.40
Fund Size ₹2.15 Cr

Fund Return 0.64%

Category Return --

Tata Corporate Bond Segregated Portfolio 1 Direct Plan Growth

MODERATE RISK --

NAV ₹433.47
Fund Size ₹12.13 Cr

Fund Return 0.63%

Category Return --

Tata Treasury Advantage Fund Segregated Portfolio 1 Direct Plan Growth

LOW TO MODERATE RISK --

NAV ₹80.12
Fund Size ₹15.12 Cr

Fund Return 0.63%

Category Return --

TATA Nifty G-Sec Dec 2026 Index Fund Direct Growth

MODERATE RISK --

NAV ₹11.67
Fund Size ₹100.93 Cr

Fund Return 0.61%

Category Return --

Tata Ultra Short Term Fund Direct Growth

LOW TO MODERATE RISK

NAV ₹14.49
Fund Size ₹4,964.54 Cr

Fund Return 0.58%

Category Return 0.41%

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

ABOUT THE AMC

Tata Asset Management Limited

Tata Asset Management Limited manages assets worth ₹ 1,85,207.02 crores. It’s current offering of mutual fund schemes includes 34 equity, 18 debt and 9 hybrid schemes.

Phone

+91 22 6657 8282

kiran@tataamc.com

AUM

₹ 1,85,207.02 Cr (

As on Jan 2025

)

Address

Mafatlal Centre, 9th Floor, ,Mumbai ,400 021

FAQ’S

What is the category of Tata India Consumer Fund Regular Growth ?

The category of Tata India Consumer Fund Regular Growth is Equity - Equity - Consumption

What is the current NAV of Tata India Consumer Fund Regular Growth ?

The current NAV of Tata India Consumer Fund Regular Growth (as on Feb 28, 2025) is ₹ 38.76

How safe is Tata India Consumer Fund Regular Growth?

The risk level of Tata India Consumer Fund Regular Growth is Very High .

What are short term returns given by Tata India Consumer Fund Regular Growth?

The return given by Tata India Consumer Fund Regular Growth in 1 month is -7.92%, 3 months is -14.74%, 6 months is -15.42%, and 1 year is 6.18%.

What are the long term returns given by Tata India Consumer Fund Regular Growth?

The return given by Tata India Consumer Fund Regular Growth in 3 years is 15.72% and 5 years is 17.17%.

What is the expense ratio of Tata India Consumer Fund Regular Growth?

The expense ratio of Tata India Consumer Fund Regular Growth is 2.10 %

What is the AUM of Tata India Consumer Fund Regular Growth

The assets under Management (AUM) of Tata India Consumer Fund Regular Growth is Rs 2,267.92 crores.

What is the minimum investment in Tata India Consumer Fund Regular Growth?

The minimum Lumpsum investment in Tata India Consumer Fund Regular Growth is ₹5000 and the minimum SIP investment in Tata India Consumer Fund Regular Growth is ₹1000

What is the asset allocation of Tata India Consumer Fund Regular Growth?

The Tata India Consumer Fund Regular Growth has an exposure of 91.86% in Equity, and 8.14% in Cash & Money Market Securities

COMPANIES

INDICES ANALYSIS

AMCs

MUTUAL FUNDS

NEWS

Tata India Consumer Fund Regular Growth

FUND RATING

RISK-O-METER

FUND PERFORMANCE

FUND COMPARISON

RETURN CALCULATOR

FUND SUMMARY

ABOUT THE FUND

FUND MANAGER

DETAILED PORTFOLIO

PERFORMANCE MEASURES

HISTORICAL RISK MEASURES

PEER ANALYSIS

Top funds from this amc

ABOUT THE AMC

FAQ’S

CALCULATORS

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