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Tata India Consumer Fund(G)-Direct Plan

Tata India Consumer Fund(G)-Direct Plan

EquityDirect GrowthHigh Risk

+13.75%

5Y annualised

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NAV : 10 Sep 2026

₹55.26

Min. SIP amount

₹100

Fund size (AUM)

2900 Cr

Expense ratio

0.69%

Launched on

28 Dec 2015

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,63,159

Stock Allocation

Stock nameSectorAllocation
Eternal LtdRetailing9.36%
Titan Company LtdDiamond & Jewellery6.97%
Nestle India LtdFmcg5.90%

Fund Composition

2900 Cr

Large Cap

48.68%

Mid Cap

20.31%

Small Cap

23.66%

Others

7.35%

Sector Allocation

2900 Cr

Fmcg

18.37%

Retailing

16.07%

Automobile & Ancillaries

16.06%

Domestic Equities

10.66%

Alcohol

8.94%

Diamond & Jewellery

6.97%

Cash & Cash Equivalents And Net Assets

5.43%

Finance

4.07%

Others

13.43%

Minimum investments

Min. for SIP100
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

Exit load, stamp duty and tax

Exit load

0.25% on or before 30D

No exit load after holding period

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

SU

Sonam Udasi

Present

AB

Aditya Bagul

Present

Similar/Peer Fund Comparison

Fund name
I

ICICI Pru Strategic Metal and Energy Equity FoF(G)-Direct Plan

+37.12%
M

Motilal Oswal Active Momentum Fund(G)-Direct Plan

+0.00%
K

Kotak Healthcare Fund(G)-Direct Plan

+0.00%
H

HDFC Pharma and Healthcare Fund(G)-Direct Plan

+0.00%
S

SBI Automotive Opportunities Fund(G)-Direct Plan

+0.00%
P

PGIM India Healthcare Fund(G)-Direct Plan

+0.00%
A

Aditya Birla SL Mfg. Equity Fund(G)-Direct Plan

+21.41%
W

WOC Pharma and Healthcare Fund(G)-Direct Plan

+0.00%

FAQs

Tata India Consumer Fund(G)-Direct Plan is a part of Tata Asset Management Private Limited, it was incepted on 28 Dec 2015. This fund is managed by Sonam Udasi and Aditya Bagul. It is a Equity type of fund.

The current NAV of Tata India Consumer Fund(G)-Direct Plan is ₹55.26 (as of 10 Sep 2026).

Tata India Consumer Fund(G)-Direct Plan has delivered 4.03% in 1 year, 14.62% in 3 years, and 13.75% in 5 years (annualised).

The minimum SIP amount for Tata India Consumer Fund(G)-Direct Plan is ₹100.

The expense ratio of Tata India Consumer Fund(G)-Direct Plan is 0.69%.

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