What is the NAV of Tata India Consumer Fund?
The Current NAV of Tata India Consumer Fund is ₹49.62, as of 23rd June 2025What are the returns of Tata India Consumer Fund?
The Tata India Consumer Fund has been there since 28th December 2015- 1 Year Returns: 6.49
- 3 Year Returns: 24.40
- 5 Year Returns: 22.93
What are the top 5 sectors holdings of Tata India Consumer Fund?
The top sectors Tata India Consumer Fund has invested in are as for 28th 12 2015 are as follows -- Others | 12.25%
- Home Electronics & Appliances | 10.30%
- FMCG - Tobacco | 9.37%
- Alcoholic Beverages | 8.70%
- Retail - Speciality | 8.51%
What are the top 5 holdings Tata India Consumer Fund?
The top 5 holdings for Tata India Consumer Fund are- ITC Ltd | 9.37%
- Eternal Ltd | 7.91%
- CASH / NET CURRENT ASSET | 7.08%
- Radico Khaitan Ltd | 6.67%
- Trent Ltd | 5.86%
What is the asset allocation of Tata India Consumer Fund?
The Tata India Consumer Fund is a plan that invests- Equity | 92.77%
- Cash & Equivalents | 7.23%
How to invest in Tata India Consumer Fund?
If you wish to invest in Tata India Consumer Fund Plan via smallcase, you can follow these quick and easy steps -- Log in to smallcase
- Search and select the Tata India Consumer Fund
- Complete filling your details and KYC
- Enter the Amount and type of investment (SIP or Lumpsum)
- And Voila! your SIP or Lumpsump investment in Tata India Consumer Fund is completed
You can also calculate the returns on your investment based on our smallcase Lumpsum & SIP Calculator.
What is the AUM of Tata India Consumer Fund?
The AUM of Tata India Consumer Fund is 2378.60 Cr as of 23rd June 2025What is the expense ratio of Tata India Consumer Fund Plan?
The expense ratio of Tata India Consumer Fund Plan is 0.73How to exit Tata India Consumer Fund?
If you have invested in Tata India Consumer Fund, then simply visit your investment and you will find an option to exit the funds or invest more. Please click on 'exit' and add the amount or units. In case you want to exit from all units, you can simply click on the checkbox option shown.What is the alpha of Tata India Consumer Fund?
The alpha ratio for the Tata India Consumer Fund is 2.67
Alpha is the excess return of a fund compared to its expected return based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.
What is the Volatility or Standard Deviation of Tata India Consumer Fund?
The volatility or standard deviation for the Tata India Consumer Fund is 16.07
Standard Deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of Tata India Consumer Fund?
The sharpe ratio for the Tata India Consumer Fund is 0.20
The Sharpe Ratio is a measure of risk-adjusted return that evaluates the performance of an investment, such as a mutual fund, by adjusting for its risk. Higher Sharpe Ratio, indicates a better risk-adjusted performance. A positive Sharpe Ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe Ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of Tata India Consumer Fund?
The Sortino ratio for the Tata India Consumer Fund is 0.02
The Sortino ratio is a measure of risk-adjusted return for an investment, such as a mutual fund.
What is the Price to Earnings (PE) of Tata India Consumer Fund?
The PE ratio (price-to-earnings) of the Tata India Consumer Fund is 66.23 while category PE ratio is 56.341. Test MF FAQ for Mutual Fund Tata India Consumer Fund Shares?
The Current NAV of Tata India Consumer Fund is ₹49.62, as of 23rd June 20255. Test MF FAQ Is there any lock-in period for Tata India Consumer Fund Plan?
There is a lock in period of N/A for Tata India Consumer Fund
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Tata India Consumer Fund Direct Growth
Growth
49.620.41% (+0.20)
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Tata India Consumer Fund Performance & Key Metrics
Tata India Consumer Fund Performance & Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.73 | 66.23 | 0.20 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.49 | 56.34 | 0.18 |
Tata India Consumer Fund Scheme InfoTata India Consumer Fund Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 5,000 |
| BenchmarkBenchmark |
|---|
| Nifty India Consumption - TRI |
About Sector Funds - Consumption
About Sector Funds - Consumption
Sector Funds - Consumption are equity schemes that majorly invest in consumption sector companies. It will give exposure to entire consumption sector which comprised a wide range of housing, health and education.
Tata India Consumer Fund Peers
What are peers and why compare against them?
What are peers and why compare against them?
A mutual fund’s peers are schemes which belong to the same category. Comparing various metrics against peers can give valuable insights on how the scheme is performing as compared to the scheme category as a whole.
Tata India Consumer Fund Peers & Comparison
Comparing 3 mutual funds from
EquitySector Funds - Consumption
EquitySector Funds - Consumption
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Tata India Consumer Fund | 6.49% | 24.40% | 18.38% |
| Aditya Birla SL India GenNext Fund | 5.79% | 21.40% | 17.60% |
| Mirae Asset Great Consumer Fund | 4.34% | 23.85% | 18.17% |
| ICICI Pru Bharat Consumption Fund | 3.63% | 21.00% | 17.04% |
Tata India Consumer Fund Returns Comparison
Compare Tata India Consumer Fund with any MF, ETF, stock or indexCompare Tata India Consumer Fund with any MF, ETF, stock or index
Tata India Consumer Fund
Hmm, looks like data is unavailable here. Please come back after some timeTata India Consumer Fund Portfolio
What are constituents?
What are constituents?
Mutual fund constituents are the various stocks, bonds, and other securities held within a fund. The size and mix of holdings depend on the category or type of fund. The holding analysis can give valuable understanding regarding the diversification of the fund.
Tata India Consumer Fund Asset Allocation
Tata India Consumer Fund Asset Allocation
Actual
Target
May 2024
Sep 2024
Nov 2024
Mar 2025
May 2024
Sep 2024
Nov 2024
Mar 2025
Tata India Consumer Fund Sector Distribution
Tata India Consumer Fund Sector Distribution
May 2024
Sep 2024
Nov 2024
Mar 2025
Tata India Consumer Fund Sector Weightage
Tata India Consumer Fund Sector Weightage
Others
Others as a % of total holdings for last six quarters
Tata India Consumer Fund Current Holdings
Tata India Consumer Fund Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
Holdings
9.37 %
9.37 %Holdings
7.91 %
7.91 %Holdings
6.67 %
6.67 %
AMC Profile of Tata India Consumer Fund
AMC Profile of Tata India Consumer Fund
Tata Asset Management Private Ltd. (TAMPL) is part of the Tata Group that manages Tata Mutual Fund. The company was established in 1994 and offers diverse investment options to investors based on their risk appetite, financial objectives, and income.
Tata Asset Management Private Ltd. (TAMPL) is part of the Tata Group that manages Tata Mutual Fund. The company was established in 1994 and offers diverse investment options to investors based on their risk appetite, financial objectives, and income.
No.of Schemes
58
Total AUM
₹ 1,91,854.16 Cr.
Tata India Consumer Fund Manager Details
Tata India Consumer Fund Manager Details
Tata India Consumer Fund Manager Profile
Tata India Consumer Fund Manager Profile
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Tata India Consumer Fund Tax Implications
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Investment frequency
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Monthly Investment Amt. (₹)
Investment period (years)
CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
Historical
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Tata India Consumer Fund Review & Opinions
Tata India Consumer Fund Review & Opinions
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Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%