Tata India Consumer Fund Regular-Growth

Fund Details

NAV 43.2774

Sub-Type Thematic-Consumption

Rating 5

Min. SIP Amount ₹100.0

Fund Age(Year) 10.11

Fund Size(in Crores) 2671.26

Fund Performance

1 Month -3.44%

3 Month -6.03%

6 Month -3.14%

1 Year -0.02%

3 Year 18.1%

5 Year 15.05%

Know This Fund

As on 05 Feb 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (94.56%) Market Cap Large Cap 48.7 Small Cap 26.42 Mid Cap 19.44 Top Sectors Consumer Staples 40.25 Services 25.25 Consumer Discretionary 14.55 Automobile 5.05 Financial 3.14 Healthcare 2.66 Capital Goods 1.49 Materials 1.17 Chemicals 1 Top Holding Nestle India 5.03 Billionbrains Garage Ventures 1.16 Pricol 1.14 Pidilite Industries 1 Eternal 7.87 AWL Agri Business 1.26 Dabur India 1.02 MCX 2.63 Avenue Supermarts 0.89 Meesho 0.94 CarTrade Tech 4.87 Swiggy 1.35 Hyundai Motor 1.08 Ethos 1.15 LG Electronics India 3.06 Titan Company 6.83 BSE 3.1 HDFC AMC 1.98 Bikaji Foods International 3.66 Trent 2.45 Apollo Hospitals Enterprise 1.66 PG Electroplast 1.49 ITC 9.37 Amber Enterprises India 0.79 Varun Beverages 1.98 Bajaj Auto 2.83 Dr. Lal Pathlabs 1 Blue Star 1.81 Metro Brands 2.06 United Spirits 2.19 Godrej Agrovet 0.67 Gillette India 1.41 DOMS Industries 3.12 Radico Khaitan 6.25 Tata Consumer Products 4.29 Cera Sanitaryware 1.17

Debt & Others (5.44%) Sector Allocation Repo 0.08 Cash/Net Current Assets 5.36 Debt Credit Ratings Debt Category Others 5.44

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Consumption Fund Regular-Growth Ret 1M -4.39% Ret 1Y 1.81% Ret 3Y 14.48% Ret 5Y 13.31%

Equity, Flexi Cap funds Aditya Birla Sun Life Consumption Fund Regular-IDCW Ret 1M -4.39% Ret 1Y 1.81% Ret 3Y 14.48% Ret 5Y 13.31%

Equity, Flexi Cap funds Aditya Birla Sun Life Consumption Fund Regular-IDCW Reinvestment Ret 1M -4.39% Ret 1Y 1.81% Ret 3Y 14.48% Ret 5Y 13.31%

Equity, Flexi Cap funds Axis Consumption Fund Regular-Growth Ret 1M -4.02% Ret 1Y 0.32% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Consumption Fund Regular-IDCW Payout Ret 1M -4.02% Ret 1Y 0.32% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Consumption Fund Regular-IDCW Reinvestment Ret 1M -4.02% Ret 1Y 0.32% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bajaj Finserv Consumption Fund Regular-Growth Ret 1M -6.06% Ret 1Y -7.79% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bajaj Finserv Consumption Fund Regular-IDCW Payout Ret 1M -6.06% Ret 1Y -7.79% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bajaj Finserv Consumption Fund Regular-IDCW Reinvestment Ret 1M -6.06% Ret 1Y -7.79% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Consumption Fund Regular-Growth Ret 1M -4.89% Ret 1Y 3.65% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Consumption Fund Regular-IDCW Payout Ret 1M -4.89% Ret 1Y 3.65% Ret 3Y 0% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 1.99%

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) 23

Date of Incorporation 2015-12-28

Total AUM 2025-12-31

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.