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OmniAsset › Mutual funds › Tata India Consumer Fund

Tata India Consumer Fund

Sectoral / Thematic fund benchmarked to Nifty India Consumption TRI. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202642.4213
CategorySectoral / Thematic
PlanRegular · Idcw
Launched4 Dec 2015
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1Nifty India Consumption TRI
Expense ratiodirect plan, a year2.11%
Growth of ₹10,000₹17,7022 Sep 2021 to 2 Sep 2026
₹18,910₹16,383₹13,857₹11,330₹8,804Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹17,702 (+12.1% a year) Tata India Consumer Fund

Performance (trailing, annualised)

1Y annualised0.59%
3Y annualised12.65%
5Y annualised12.10%
10Y annualised14.06%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,26,42110.03%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹4,03,7297.58%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹8,14,48312.17%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202127.79%
Calendar 20221.04%
Calendar 202335.76%
Calendar 202426.65%
Calendar 2025-2.12%

Rolling returns

Rolling 1Y · average500 windows since 29 Dec 201616.66%
Rolling 1Y · median12.82%
Rolling 1Y · worst window-20.48%
Rolling 1Y · best window76.50%
Rolling 1Y · windows positive80%
Rolling 3Y · average397 windows since 31 Dec 201814.84%
Rolling 3Y · median16.31%
Rolling 3Y · worst window-0.87%
Rolling 3Y · best window24.23%
Rolling 3Y · windows positive98%
Rolling 5Y · average294 windows since 29 Dec 202015.52%
Rolling 5Y · median15.57%
Rolling 5Y · worst window6.00%
Rolling 5Y · best window25.15%
Rolling 5Y · windows positive100%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)14.33%
Downside deviation (3Y)10.21%
Maximum drawdown-21.95%

Management

Fund managerFM-1 - Sonam Udasi, FM-2 - Aditya Bagul
Managing since3 Oct 2023

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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