Tata India Consumer Fund
The scheme seeks long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies in the Consumption Oriented sectors in India.
Growthvine rating: 4/5 — ranked #22 of 184 in category.
Fund basics
| Category | Equity: Thematic |
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| NAV | ₹44.78 (as of 2026-10-01) |
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| AUM | ₹2,901 Cr |
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| Expense ratio | 1.67% |
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| Riskometer | Very High |
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| Fund manager | Sonam Udasi |
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| Exit load | 0.25% for redemption within 30 days |
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Performance & risk
| 5-year annualised return | 10.95% |
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| Sharpe ratio | 0.57 |
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| Standard deviation | 16.93% |
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| Max drawdown | −34.11% |
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| Alpha | 2.83 |
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| Beta | 0.98 |
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Over 5 years, captured 95.2% of NIFTY India Consumption's upside and 84.9% of its downside.
Market cap allocation
| Large cap | 52.3% |
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| Mid cap | 20.6% |
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| Small cap | 27.0% |
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Concentration
| Top 5 holdings | 32.3% |
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| Top 10 holdings | 50.6% |
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| Total holdings | 36 |
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Top holdings
- Eternal Limited — 9.4%
- Titan Company Limited — 7.0%
- Nestle India Ltd. — 5.9%
- CASH / NET CURRENT ASSET — 5.4%
- Radico Khaitan Ltd. — 5.3%
- CarTrade Tech Limited — 4.7%
- Ather Energy Limited — 4.3%
- TATA CONSUMER PRODUCTS LIMITED — 3.8%
- Varun Beverages Limited — 3.6%
- United Spirits Limited — 3.6%
Top sectors
- Food Beverage & Tobacco — 21.3%
- Consumer Durables — 19.8%
- Retail — 18.4%
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|
| 2026 (partial) | −1.4% | Q2 | #69 of 167 |
| 2025 | −2.1% | Q4 (Bottom) | #107 of 132 |
| 2024 | 26.7% | Q1 (Top) | #15 of 86 |
| 2023 | 35.8% | Q1 (Top) | #16 of 66 |
| 2022 | 1.0% | Q3 | #32 of 55 |