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Tata India Consumer Fund Regular Rnvstmnt of Inc Dist cum Cap Wdrl

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previously known as Tata India Consumer Reg DR until

38.578 (-4.405%)
NAV on April 24, 2026
Category Equity:
Equity - Consumption
Investment StyleBox
Large Growth
Total Assets 2,261 cr
Turnover Ratio 45.23%
Expense Ratio 2.04%
Exit Load 0.25%if redeemed within
30 Days0.00%if redeemed after 30 Days
Returns
  • 1M: 6.60%
  • 1Y: -2.65%
  • 3M: -0.79%
  • 3Y: 15.93%
  • 6M: -9.27%
  • 5Y: 14.66%
Min Investment 5,000
ADDITIONAL INFO
Fund Manager Sonam Udasi (Since about 10 years) Aditya Bagul (Since over 2 years)
ISIN INF277K012A8
Fund Family Tata
P/E Ratio 42.68
P/B Ratio 8.62
Launch Date December 28, 2015
Benchmark Nifty India Consumption TR INR
ASSET ALLOCATION
EQUITY DISTRIBUTION
RISK MEASURES (3 yrs)
vs Nifty India Consumption TR INR

Alpha 0.39
Beta 0.89
R-Squared 82.46
Info Ratio -0.08
Tracking Err 6.72
Sortino 0.684
Sharpe 0.487
Std Dev 15.510
Risk Average
SECTOR WEIGHTINGS (%)
Financial 10.64%
Industrial 7.03%
Technology 8.37%
Basic Materials 0.0%
Consumer Cyclical 35.48%
Utilities Services 0.0%
Healthcare Services 3.27%
Energy Services 0.00%
Communication Services 0.00%
Consumer Defensive 35.20%
Real Estate 0.00%
INVESTMENT 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.

View Factsheet
Top Equity Consumption Funds
NAME LATEST
NAV		 RETURNS
1y       		FUND
ASSETS 		EXPENSE
RATIO		 RISK
Mirae
Mirae Asset Great Consumer Direct Plan Growth
105.304 -0.07% 4,018 cr 0.44% High
Canara robeco mutual fund
Canara Robeco Consumption Fund Direct Plan Growth
119.340 -2.12% 1,705 cr 0.87% Below Average
Best Equity Consumption Funds
NAME LATEST
NAV		 RETURNS
1y     		FUND
ASSETS		 Expense
RATIO		 RISK
Tata
Tata India Consumer Fund Direct Growth
50.568 2.56% 2,261 cr 0.8% Average
Sbi
SBI Consumption Opportunities Fund Direct Plan Growth
332.987 -5.45% 2,644 cr 0.95% Average


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