Tata India Consumer Fund Direct-Growth
Equity, Thematic-Consumption, Principal at very high risk
1 Year Return 1.42% at 08 Jun 2026 12:28 PM
Tata India Consumer Fund Direct-Growth: Mutual Fund Overview
Tata India Consumer Fund Direct-Growth is an Thematic-Consumption mutual fund with over 10.44 years of performance history. The scheme manages an AUM of ₹2590.64 Cr and has a NAV of ₹50.7265. It is rated '4' 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 1.42%.
Fund Details
NAV 50.7265
Sub-Type Thematic-Consumption
Rating 4
Min. SIP Amount ₹100.0
Fund Age(Year) 10.44
Fund Size(in Crores) 2590.64
Fund Performance
1 Month -0.79%
3 Month 6.28%
6 Month -2.93%
1 Year 1.42%
3 Year 15.25%
5 Year 15.13%
Know This Fund
As on 08 Jun 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (27.29%) Market Cap Large Cap 42.22 Mid Cap 15.99 Small Cap -30.92 Top Sectors Financial 8.16 Services 2.64 Healthcare 2.51 Technology 1.94 Capital Goods 1.76 Energy 1.73 Automobile 1.47 Communication 1.31 Materials 1.2 Chemicals 1.14 Consumer Staples 1.11 Metals & Mining 0.85 Consumer Discretionary 0.53 Construction 0.45 Insurance 0.27 Unclassified 0.23 Top Holding Aavas Financiers 0.18 Abbott India 0.16 Adani Enterprises 0 Adani Green Energy -0.02 Adani Ports and Special Economic Zone 0 Aequs 0.43 Aether Industries 0.28 Amagi Media Labs 0.11 Ambuja Cements -0.01 APL Apollo Tubes 0.23 Apollo Hospitals Enterprise 0.26 Ashok Leyland 0 Asian Paints 0.18 Aster DM Healthcare 0.15 Astral 0.27 AU Small Finance Bank 0.23 Axis Bank 0.25 Azad Engineering 0.2 Bajaj Auto 0.23 Bajaj Finance 0.51 Bajaj Finserv 0.17 Bank of Baroda 0 Bharat Electronics 0.31 Bharat Heavy Electricals 0 Bharat Petroleum Corporation 0.17 Bharti Airtel 0.63 Billionbrains Garage Ventures 0.6 Biocon 0 Britannia Industries 0.31 BSE 0 Ceat 0.21 Central Depository Services (India) 0.25 CG Power 0.25 Cholamandalam Financial 0.12 Cipla 0.16 Dixon Technologies (India) 0.11 Dr. Reddy's Laboratories 0.21 Eternal 0 FSN E-Commerce Ventures 0 Gabriel India 0.35 GE Vernova T&D 0.33 Glenmark Pharmaceuticals 0.01 GMR Airports 0 Grasim Industries 0 HCL Technologies 0.13 HDFC AMC 0 HDFC Bank 0.73 HDFC Life Insurance 0.08 Hero Motocorp 0.01 Hindalco Industries 0.2 Hindustan Aero 0 Hindustan Petroleum Corporation 0 Hindustan Unilever 0.26 ICICI Bank 1.21 ICICI Prudential Asset Management Company 0.23 Indian Bank 0.2 Indusind Bank 0 Indus Towers 0.22 Infosys 0.33 Interglobe Aviation 0.09 ITC 0.55 JIO Financial 0 JSW Steel 0 Kaynes Technology India 0 KFin Technologies 0.15 Kotak Mahindra Bank 0 Larsen & Toubro 0.45 Life Insurance 0.19 Lupin 0.11 Mahindra & Mahindra 0.26 Manappuram Finance 1.12 Maruti Suzuki India 0.26 Max Healthcare Institute 0 MCX 1.09 Mphasis 0.17 Muthoot Finance 0.17 National Aluminium Company 0 Nestle India 0 Neuland Laboratories 0.4 NMDC 0 NTPC 0.51 Persistent Systems 0.1 Pidilite Industries 0.15 Polycab India 0.23 Power Fin. Corp. 0 Punjab National Bank 0.11 RBL Bank 0.68 REC 0.11 Reliance Industries 1.05 Restaurant King 0.3 Sammaan Capital 0 Schaeffler India 0.28 Shadowfax Technologies 0.76 Shriram Finance 0.27 State Bank of India 0.63 Steel Authority Of India -0.03 Sudeep Pharma 0.36 Sun Pharmaceutical Industries 0.47 Swiggy 0.41 Tata Consultancy 0.37 Tata Steel 0 Tech Mahindra 0.3 The Federal Bank 0.23 Time Technoplast 0.65 Titan Company 0.23 Torrent Pharmaceuticals 0.24 TVS Motor Company 0.16 TVS Motor Company - Pref. Shares 0 Ultratech Cement 0.1 Union Bank of India 0.25 UPL 0.72 Vedanta 0.2 Vedanta Aluminium Metal 0.09 Vedanta Iron And Steel 0.09 Vedanta Oil and Gas 0.09 Vedanta Power 0.09 Vodafone Idea 0.46 Wakefit Innovations 0.3 Yes Bank 0
Debt & Others (72.7%) Sector Allocation GOI Securities 2.7 Bonds 0.76 Cash Margin 39.88 Debt Credit Ratings Cash 39.88 AAA 9.44 Cash & Call Money 8.24 A1+ 6.72 SOV 3.43 Debt Category Others 47.2 Edelweiss Money Market Direct-G 2.78 Edelweiss CRISIL-IBX AAA Bond NBFC-HFC - Jun 2027 Index Direct-G 0.19 Bharti Telecom 1.89
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Savings Fund Regular-Growth Ret 1M -0.34% Ret 1Y 4.72% Ret 3Y 8.14% Ret 5Y 6.64%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Savings Fund Regular-IDCW Ret 1M -0.34% Ret 1Y 4.72% Ret 3Y 8.14% Ret 5Y 6.64%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Savings Fund Regular-IDCW Reinvestment Ret 1M -0.34% Ret 1Y 4.72% Ret 3Y 8.14% Ret 5Y 6.64%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-Growth Ret 1M -0.26% Ret 1Y 1.68% Ret 3Y 8.61% Ret 5Y 7.41%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Monthly Payout Ret 1M -0.26% Ret 1Y 1.68% Ret 3Y 8.61% Ret 5Y 7.41%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Monthly Reinvestment Ret 1M -0.26% Ret 1Y 1.68% Ret 3Y 8.61% Ret 5Y 7.41%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Payout Ret 1M -0.26% Ret 1Y 1.68% Ret 3Y 8.61% Ret 5Y 7.41%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Quarterly Payout Ret 1M -0.26% Ret 1Y 1.68% Ret 3Y 8.61% Ret 5Y 7.41%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Quarterly Reinvestment Ret 1M -0.26% Ret 1Y 1.68% Ret 3Y 8.61% Ret 5Y 7.41%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Reinvestment Ret 1M -0.26% Ret 1Y 1.68% Ret 3Y 8.61% Ret 5Y 7.41%
Equity, Flexi Cap funds Bajaj Finserv Equity Savings Fund Regular-Growth Ret 1M -0.31% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.8%
Exit Load 0.25%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
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.
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
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) 4
Date of Incorporation 2015-12-28
Total AUM 227426.64
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.
Take Your Next Step
Tata India Consumer Fund Direct-Growth FAQs
How to invest in Tata India Consumer Fund Direct-Growth?
Investing in Tata India Consumer Fund Direct-Growth through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for Tata India Consumer Fund Direct-Growth in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of Tata India Consumer Fund Direct-Growth?
The term expense ratio for Tata India Consumer Fund Direct-Growth or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of Tata India Consumer Fund Direct-Growth is 0.8% as of 08 Jun 2026.
What is the NAV of Tata India Consumer Fund Direct-Growth?
The NAV of Tata India Consumer Fund Direct-Growth is ₹50.7265 as of 08 Jun 2026.
What is the AUM of Tata India Consumer Fund Direct-Growth?
The AUM (Assets Under Management) of Tata India Consumer Fund Direct-Growth is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Tata India Consumer Fund Direct-Growth is ₹2590.64 Cr as of 08 Jun 2026.
What is the PE and PB ratio of Tata India Consumer Fund Direct-Growth?
The PE ratio of Tata India Consumer Fund Direct-Growth shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in Tata India Consumer Fund Direct-Growth?
Yes, you can invest in Tata India Consumer Fund Direct-Growth through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of Tata India Consumer Fund Direct-Growth in the last 5 years?
The return of Tata India Consumer Fund Direct-Growth in the last 5 years is 15.13%.
What is the minimum SIP investment required in Tata India Consumer Fund Direct-Growth?
The minimum SIP investment in Tata India Consumer Fund Direct-Growth depends on the fund's scheme rules and usually starts at a small amount. For Tata India Consumer Fund Direct-Growth, the minimum SIP amount is ₹100.0.
What is the current NAV of Tata India Consumer Fund Direct-Growth?
The NAV of Tata India Consumer Fund Direct-Growth, as of 08 Jun 2026, is ₹50.7265.
Who manages the Tata India Consumer Fund Direct-Growth?
The fund managers responsible for Tata India Consumer Fund Direct-Growth are:
- Sonam Udasi
- Aditya Bagul