Tata India Consumer Fund Regular-IDCW
Tata India Consumer Fund Regular-IDCW: Mutual Fund Overview
Tata India Consumer Fund Regular-IDCW is an Thematic-Consumption mutual fund with over 10.2 years of performance history. The scheme manages an AUM of ₹2490.73 Cr and has a NAV of ₹37.3191. It is rated '3' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 3.54%.
Equity, Thematic-Consumption, Principal at very high risk
1 Year Return 3.54% at 12 Mar 2026 06:37 PM
Fund Details
NAV 37.3191
Sub-Type Thematic-Consumption
Rating 3
Min. SIP Amount ₹100.0
Fund Age(Year) 10.2
Fund Size(in Crores) 2490.73
Fund Performance
1 Month -7.69%
3 Month -9.7%
6 Month -12.03%
1 Year 3.54%
3 Year 15.38%
5 Year 13.1%
Know This Fund
As on 12 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (98.14%) Market Cap Mid Cap 9.51 Large Cap 87.29 Small Cap 1.35 Top Sectors Financial 31.6 Services 9.08 Healthcare 8.61 Automobile 7.43 Energy 7.18 Capital Goods 5.82 Technology 5.57 Construction 5.34 Consumer Staples 4.45 Communication 4.13 Metals & Mining 3.22 Materials 1.92 Consumer Discretionary 1.44 Insurance 1.32 Chemicals 0.95 Textiles 0.09 Top Holding SRF 0.95 Mahindra & Mahindra 2.44 Ultratech Cement 1.92 HDFC Bank 7.25 PNB Housing Finance 1.22 Divi's Laboratories 1.75 Union Bank of India 1.8 LTIMindtree 1.17 Bharat Electronics 1.46 Trent 1.04 The Indian Hotels Company 1.41 Interglobe Aviation 1.79 Bajaj Finance 2.7 One97 Communications 1.3 Titan Company 1.44 Eternal 1.26 Reliance Industries 5.82 Dr. Reddy's Laboratories 1.63 NTPC 1.35 Anirit Ventures 0.09 ICICI Bank 4.44 Bharti Airtel 4.13 Kwality Wall's (India) 0.01 Axis Bank 2.77 Infosys 2.71 Prestige Estates Projects 1.1 TVS Motor Company 1.7 Adani Ports and Special Economic Zone 2.28 Tata Steel 1.66 ITC 1.49 TVS Motor Company - Pref. Shares 0.02 Shriram Finance 3.08 Tech Mahindra 1.69 HDFC Life Insurance 1.32 Kotak Mahindra Bank 2.27 Britannia Industries 1.18 United Spirits 1.76 State Bank of India 4.75 Hindalco Industries 1.56 360 One Wam 1.32 JSW Energy 1.65 Apollo Hospitals Enterprise 2.62 Bajaj Auto 1.51 Polycab India 1.37 Larsen & Toubro 4.24 Torrent Pharmaceuticals 2.61 CG Power 1.34 Maruti Suzuki India 1.76
Debt & Others (1.85%) Sector Allocation CBLO 0.81 Net Receivables 1.04 Debt Credit Ratings Debt Category Others 1.85
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-Growth Ret 1M -8.4% Ret 1Y 6.7% Ret 3Y 13.71% Ret 5Y 11.36%
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-IDCW Ret 1M -8.4% Ret 1Y 6.7% Ret 3Y 13.71% Ret 5Y 11.36%
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-IDCW Reinvestment Ret 1M -8.4% Ret 1Y 6.7% Ret 3Y 13.71% Ret 5Y 11.36%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-Growth Ret 1M -6.92% Ret 1Y 11.88% Ret 3Y 16.61% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-IDCW Ret 1M -6.92% Ret 1Y 11.88% Ret 3Y 16.61% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-IDCW Reinvestment Ret 1M -6.92% Ret 1Y 11.88% Ret 3Y 16.61% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-Growth Ret 1M -8.04% Ret 1Y 6.77% Ret 3Y 11.77% Ret 5Y 10.1%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-IDCW Ret 1M -8.04% Ret 1Y 6.77% Ret 3Y 11.77% Ret 5Y 10.1%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-IDCW Reinvestment Ret 1M -8.04% Ret 1Y 6.77% Ret 3Y 11.77% Ret 5Y 10.1%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Next 50 Index Fund Regular-Growth Ret 1M -5.23% Ret 1Y 12.07% Ret 3Y 19.86% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Next 50 Index Fund Regular-IDCW Ret 1M -5.23% Ret 1Y 12.07% Ret 3Y 19.86% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.0%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Aditya Bagul
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
Sonam Udasi
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.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 17
Date of Incorporation 2015-12-28
Total AUM 232819.21
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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