September 16, 2025
RA Jainee
Tata India Consumer Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 52.8929
NAV IDCW: Rs 52.8929
Suitable For Which Investors?
Consumption funds are suitable for investors:
1. Seeking exposure in shares of consumer facing companies for high returns
2. Aiming for long term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
Fund’s Investment Strategy:
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.
Fund Manager:
1) 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.
2) 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
Investment Details
| Min. Investment (Rs) | 5,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 500 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | 500 |
| Lock-in Period | NA |
| Exit Load | 0.25% for redemption within 30 days |
Basic Details of Tata India Consumer Fund
| Fund House | Tata Mutual Fund |
| Launch Date | 28-Dec-15 |
| Return Since Launch | 18.70% |
| Benchmark | NIFTY India Consumption TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 2,518 Cr |
| (As on 31-Aug-2025) | |
| Expense | 0.72% |
| (As on 31-Aug-2025) | |
| Risk Grade | Above Average |
| Return Grade | Average |
| Turnover | 49.35% |
Trailing Returns (%) of Tata India Consumer Fund
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Tata India Consumer Dir | -0.2 | -0.27 | 3.81 | 6.6 | 18.27 | -2.5 | 18.69 | 22.04 | 15.45 | — |
| BSE 500 TRI | 4.5 | 0.36 | 2.88 | 1.26 | 15 | -2.34 | 15 | 20.86 | 14.56 | — |
| Equity: Thematic-Consumption | 4.11 | -0.21 | 5.05 | 6.28 | 18.1 | -3.74 | 17.33 | 22.49 | 16.83 | — |
| Rank within category | 18 | 16 | 19 | 14 | 14 | 6 | 2 | 7 | 7 | — |
| Number of funds in category | 21 | 24 | 24 | 24 | 24 | 16 | 11 | 11 | 9 | 7 |
Peer Comparison
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Tata India Consumer Dir | 2 star | -2.50 | 18.69 | 22.04 | 0.72 | 2,518 | 18.70 | 0.25 (30) | 9Y 8M | 49.35 |
| Mirae Asset Great Consumer Dir | 4 star | -2.24 | 19.48 | 23.99 | 0.43 | 4,552 | 18.54 | 1.00 (365) | 12Y 8M | 45.00 |
| ICICI Pru Bharat Consumption Dir | 4 star | -2.83 | 18.34 | 21.70 | 1.07 | 3,261 | 17.46 | 1.00 (90) | 6Y 5M | 78.00 |
| SBI Consumption Opportunities Dir | 5 star | -7.87 | 16.92 | 26.18 | 0.94 | 3,175 | 16.96 | 0.10 (30) | 12Y 8M | 37.00 |
| Nippon India Consumption Dir | 4 star | -3.72 | 17.77 | 24.69 | 0.54 | 2,756 | 14.94 | 1.00 (30) | 12Y 8M | 22.00 |
Portfolio Analysis of Tata India Consumer Fund
| No. of Stocks | 39 |
| Top 10 Stocks | 52.72% |
| Top 5 Stocks | 33.32% |
| Top 3 Sectors | 75.04% |
| Portfolio P/B Ratio | 9.53 |
| Portfolio P/E Ratio | 48.09 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 75,297 | 1,60,666 |
| Giant (%) | 36.09 | 56.76 |
| Large (%) | 22.04 | 20.62 |
| Mid (%) | 31.06 | 22.39 |
| Small (%) | 10.80 | 8.62 |
| Tiny (%) | — | — |
Chanakya’s Mutual Fund Guidance For Tata India Consumer Fund
WILL POST SOON
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