Overview
NAV Performance
₹53.96
as on 13 Jul 2026Summary
An open ended equity scheme investing in Consumption Oriented Sector.
The investment objective of the scheme is to seek long term capital appreciation by investing at least 80% of it’s net assets in equity/equity related instruments of the companies in the Consumption Oriented sectors in India.
However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.
Investment Philosophy
The scheme seeks to achieve its investment objective by investing atleast 80% of it’s net assets in equity & equity related instruments of companies which are part of Consumer Oriented Macro Economic Sectors.
Fund Manager will follow the AMFI sector classification for deciding the investment universe for the scheme.
The scheme may also invest some portion of the investible funds in equity / equity related instruments of other companies.
The Scheme may also invest some portion of the investible funds in debt and money market instruments.
Portfolio Positioning and Construction
The fund manager builds the portfolio around the following parameters:
- Endeavors to invest according to Growth at Reasonable Price.
- Prefers companies that have a long term potential for growth.
- Rigorous fundamental research which includes parameters like management competitiveness, business competitiveness, corporate governance, growth prospects, past track record etc.
Exit Load
0.25% of NAV if redeemed/switched out before 30 days from the date of allotment.
Minimum Investment Amount
₹ 100
Lumpsum
₹ 5,000
Calculators
₹100
₹ 10 Lakhs
Worth of investments in last
This Fund
N.A.
0%
Nifty India Consumption TRI
N.A.
0%
Nifty 50 TRI
N.A.
0%
Holding Analysis
Key Measures ^
| Key Measures** | Fund | Benchmark |
|---|---|---|
| Standard Deviation | 16.9 | 14.95 |
| Sharpe Ratio | 0.56 | 0.49 |
| Portfolio Beta | 0.74 | NA |
| R Squared | 0.45 | NA |
| Treynor | 1.08 | NA |
| Jenson | 0.34 | NA |
Holdingsas on NA
Sectorsas on NA
Returns over the years
| Current value of ₹10,000 invested | ||||||
|---|---|---|---|---|---|---|
| Annualized (%) | Nifty India Consumption TRIBenchmark(%) | Nifty 50 TRIAdditional Benchmark(%) | Scheme | Nifty India Consumption TRIBenchmark(%) | Nifty 50 TRIAdditional Benchmark(%) | |
Since Inception 28 Dec 2015 | 16.88% | 12.86% | 12.36% | ₹50,857 | ₹35,284 | ₹33,708 |
| Last 1 Year | 3.08% | -0.34% | -3.85% | ₹10,307 | ₹9,966 | ₹9,616 |
| Last 3 Years | 15.84% | 13.24% | 9.54% | ₹15,538 | ₹14,516 | ₹13,140 |
| Last 5 Years | 15.62% | 13.84% | 9.88% | ₹20,649 | ₹19,114 | ₹16,012 |
Fund Managers
Sonam Udasi
Managing since 01 Apr 2016
Aditya Bagul
Managing since 03 Oct 2023
Riskometer
This product is suitable for investors who are seeking* :
- Investment in equity/equity related instruments of the companies in the Consumption Oriented sector in India.
- Long Term Capital Appreciation.
** Investors should understand that their principal will be at Very High risk
Scheme Documents
What is Tata India Consumer Fund?
What is a consumption fund?
What type of companies does Tata India Consumer Fund invest in?
Is Tata India Consumer Fund suitable for long-term growth?
Who should consider investing in Tata India Consumer Fund?
What are the key sectors covered under Tata India Consumer Fund?
What makes Tata India Consumer Fund different from other thematic funds?
What is the risk profile of Tata India Consumer Fund?
How to start SIP in Tata India Consumer Fund?
What is the benchmark index for Tata India Consumer Fund?