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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 202647.8619
CategorySectoral / Thematic
PlanRegular · Growth
Launched4 Dec 2015
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1Nifty India Consumption TRI
Expense ratiodirect plan, a year2.11%
AUM₹1,982 Cr
Growth of ₹10,000₹18,4182 Sep 2021 to 2 Sep 2026
₹18,911₹16,384₹13,857₹11,330₹8,804Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹18,418 (+13.0% a year) Tata India Consumer Fund

Performance (trailing, annualised)

1Y annualised4.66%
3Y annualised14.14%
5Y annualised12.99%
10Y annualised15.45%

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 ₹1,29,82815.47%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹4,18,34310.00%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹8,45,71213.69%

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

Calendar years

Calendar 202127.46%
Calendar 20221.05%
Calendar 202335.76%
Calendar 202426.65%
Calendar 2025-2.12%

Rolling returns

Rolling 1Y · average500 windows since 29 Dec 201617.79%
Rolling 1Y · median13.09%
Rolling 1Y · worst window-20.48%
Rolling 1Y · best window76.50%
Rolling 1Y · windows positive83%
Rolling 3Y · average397 windows since 31 Dec 201815.70%
Rolling 3Y · median17.09%
Rolling 3Y · worst window1.93%
Rolling 3Y · best window24.13%
Rolling 3Y · windows positive100%
Rolling 5Y · average294 windows since 29 Dec 202016.22%
Rolling 5Y · median16.67%
Rolling 5Y · worst window7.73%
Rolling 5Y · best window25.08%
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)14.08%
Downside deviation (3Y)9.87%
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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