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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 202655.854
CategorySectoral / Thematic
PlanDirect · Growth
Launched4 Dec 2015
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1Nifty India Consumption TRI
Expense ratiodirect plan, a year0.91%
AUM₹539 Cr
Growth of ₹10,000₹19,6332 Sep 2021 to 2 Sep 2026
₹19,953₹17,189₹14,426₹11,662₹8,899Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹19,633 (+14.4% a year) Tata India Consumer Fund

Performance (trailing, annualised)

1Y annualised5.97%
3Y annualised15.59%
5Y annualised14.45%
10Y annualised17.10%

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 ₹1,30,70416.88%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹4,26,92611.39%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹8,76,87015.16%

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

Calendar years

Calendar 202129.19%
Calendar 20222.38%
Calendar 202337.48%
Calendar 202428.28%
Calendar 2025-0.88%

Rolling returns

Rolling 1Y · average500 windows since 29 Dec 201619.50%
Rolling 1Y · median14.64%
Rolling 1Y · worst window-19.25%
Rolling 1Y · best window79.47%
Rolling 1Y · windows positive86%
Rolling 3Y · average397 windows since 31 Dec 201817.36%
Rolling 3Y · median18.77%
Rolling 3Y · worst window3.57%
Rolling 3Y · best window25.80%
Rolling 3Y · windows positive100%
Rolling 5Y · average294 windows since 29 Dec 202017.88%
Rolling 5Y · median18.27%
Rolling 5Y · worst window9.32%
Rolling 5Y · best window26.74%
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)9.83%
Maximum drawdown-20.70%

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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