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Tata India Consumer Fund-Regular Plan-Growth

Fund House: Tata Mutual Fund
Category: Equity: Thematic-Consumption
Launch Date: 05-12-2015
Asset Class: Equity
Benchmark: NIFTY India Consumption TRI
TER: 2.02% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 2,324.86 Cr As on 30-04-2025(Source:AMFI)
Turn over: 70.96% | Exit Load: 0.25% of NAV if redeemed /switched out before 30 days from the date of allotment.
NAV as on 19-05-2025

43.5116

-0.08 (-0.191%)

CAGR Since Inception

16.89%

Benchmark: 14.85%

PERFORMANCE

Returns Type:
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End : 
Period:  
This Scheme
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vs
NIFTY India Consumption TRI
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Gold
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PPF
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Returns Type:
of  : 
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
5 Years 0 Months
8 Years 6 Months
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme seeks long term capital appreciation by investing atleast 80% of it's net assets in equity/equity related instruments of the companies in the Consumption Oriented sectors in India.

Current Asset Allocation (%)

Indicators

Standard Deviation 16.41
Sharpe Ratio 0.69
Alpha -0.1
Beta 0.94
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date		 1 Year
Return(%)		 2 Year
Return(%)		 3 Year
Return(%)		 5 Year
Return(%)		 10 Year
Return(%)
Tata India Consumer Fund-Regular Plan-Growth 05-12-2015 11.46 24.32 22.25 24.61 -
Kotak Consumption Fund - Regular plan - Growth Option 16-11-2023 15.91 - - - -
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) 12-05-2006 14.54 24.08 22.47 24.11 14.39
Aditya Birla Sun Life India Gennext Fund-Growth Option 05-08-2005 11.17 21.01 20.03 24.92 14.88
HDFC Non-Cyclical Consumer Fund - Growth Option 05-07-2023 10.54 - - - -
HSBC Consumption Fund - Regular Growth 31-08-2023 9.8 - - - -
BARODA BNP PARIBAS India Consumption Fund - Regular Plan - Growth Option 07-09-2018 9.78 22.02 20.23 23.44 -
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option 14-09-2009 9.75 22.26 21.87 25.72 15.7
SBI Consumption Opportunities Fund - Regular - Growth 14-07-1999 8.79 20.34 19.91 29.63 15.68
Nippon India Consumption Fund-Growth Plan-Growth Option 30-09-2004 8.06 23.53 22.52 28.23 14.89

Scheme Characteristics

Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

29.31%

Others

8.53%

Large Cap

48.45%

Mid Cap

13.71%

Scheme Documents

April 2025

Monthly Portfolio Disclosure - April 2025

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