3 Year Returns
14.90%
NAV (₹)
42.1903
1 Day NAV Change
-0.02%
No chart data available for this period.
Fund Details
| Min. SIP Amount | ₹ 100 |
| Min. Lumpsum Amount | ₹ 5000 |
| AUM | ₹ 2703.34 Cr |
| Expense Ratio | 2.17% |
| Lock-in Period | No Lock-in Period |
| Inception Date | 28 Dec 2015 |
| Fund Age | 10 Yrs |
Exit Load
0.25% of NAV if redeemed/switched out before 30 Days from the date of allotment.
Fund’s Investment Objective
To seek long term capital appreciation by investing at least 80% of its net assets in equity/equity related instruments of the companies in the Consumption Oriented sector in India.
Calculate Your Mutual Fund Returns
Returns Estimator
Estimation is based on the past performance
Expected Rate of Return
The value of your investment after 5 Years will be
₹4,12,432
Invested Amount
₹3,00,000
Est. Returns
₹1,12,432
Scheme’s Historical Return
1 Month Return5.35%
3 Month Return7.45%
6 Month Return12.61%
1 Year Return7.05%
3 Year Return14.90%
5 Year Return14.45%
Asset Allocation
AUM
₹1,33,309.00 Cr
Cash Holdings
21.45%
Equity
70.84%
Cash
21.45%
Debt
1.71%
Other
6%
Sector Holdings
Last Updated: 30 Jun 2026| Sectors | Allocation | Weightage | Value (in Cr.) |
|---|---|---|---|
| FMCG | 21.17% | ₹ 572.379 | |
| Retail | 10.58% | ₹ 286.082 | |
| Diamond, Gems and Jewellery | 9.73% | ₹ 263.07 | |
| Automobile | 9.33% | ₹ 252.294 | |
| Alcoholic Beverages | 8.87% | ₹ 239.664 | |
| E-Commerce/App based Aggregator | 8.22% | ₹ 222.33 | |
| Financial Services | 5.43% | ₹ 146.81 | |
| Others | 4.75% | ₹ 128.471 | |
| Consumer Durables | 4.33% | ₹ 116.983 | |
| Healthcare | 3.54% | ₹ 95.583 |
Stock Holdings
Last Updated: 30 Jun 2026| Name | Allocation | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|---|
| Eternal | 7.93% | ₹ 214.326 | E-Commerce/App based Aggregator | |
| Titan Company | 7.87% | ₹ 212.713 | Diamond, Gems and Jewellery | |
| Nestle India | 5.94% | ₹ 160.614 | FMCG | |
| Radico Khaitan | 5.04% | ₹ 136.238 | Alcoholic Beverages | |
| Varun Beverages | 4.92% | ₹ 132.927 | FMCG | |
| Cartrade Tech | 4.58% | ₹ 123.848 | Retail | |
| Tata Consumer | 4.19% | ₹ 113.318 | Plantation & Plantation Products | |
| United Spirits | 3.51% | ₹ 94.798 | Alcoholic Beverages | |
| Trent | 3.44% | ₹ 93.062 | Retail | |
| Net CA & Others | 3.43% | ₹ 93.109 | Debt Others |
Fund Manager Details
Prior to joining Tata AMC he was associated with ASK Raymond James (Jun 2005-Jan 2006) as Lead Analyst (Reporting to Head Research), JM Financial AMC (Feb 2006-June 2007) as Senior Analyst (Reporting to CIO), Prime Securities (Aug 2007-Oct 2008) as Head Research (Reporting to President), BRICS Securities (Nov 2008-Apr 2010) as Consumer Vertical (Reporting to Head Equities) and IDBI Capital Market Services Ltd (Jun 2010-March 2014) as Head Research (Reporting to Executive VP). B.Com, PGDM-Finance
From 3rd Oct' 23 onwards With Tata Asset Management Private Limited as Assistant Fund Manager & Research Analyst, having responsibilities for Consumer sector coverage & reporting to Chief Investment Officer. From 27th Sept' 21 till 2nd Oct'23 With Tata Asset Management Private Limited as Research Analyst, having responsibilities of Consumer sector coverage & reporting to Chief Investment Officer. From 2nd Nov' 15 till 17th Sept' 21 With Axis Capital as Vice President, having responsibilities of Midcap Coverage Analyst & reporting to Head of Research. From 15th Sept' 14 till 23rd Oct' 15 With Ambit Capital as Research Associate, having responsibilities of Consumer coverage & reporting to Equity Analyst. From 4thJan' 12 till 28th Aug' 14 With Reliance Capital Asset Management as Research Associate, having responsibilities of BFSI coverage & reporting to Assistant Fund Manager. Chartered Financial Analyst (CFA), Chartered Accountant (ACA), B.Com
Risk-O-Meter
Very High Risk
Investors understand that their principal will be at Very High Risk
Risk Scale
Low
Moderately Low
Moderate
Moderately High
High
Very High
AMC Information
Tata Mutual Fund
Funds Managed
68
Assets Managed
₹ 2,31,388.31 Cr
Contact Details
Registered Address
1903, B-Wing, Parinee Crescenzo,G-Block, Bandra Kurla Complex,Bandra East Mumbai - 400051
Managing Director
Anand Vardarajan
Chief Executive Officer
Anand Vardarajan
Compliance Officer
Mr. Padmanabhan Ramanatha
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Disclaimer
The information provided on this page is for informational purposes only and should not be construed as investment advice, recommendation, or solicitation to buy or sell any securities or financial pr...
Frequently Asked Questions
You can withdraw your investment from Tata India Consumer Fund (IDCW) through your mutual fund app, AMC website, or demat or stock broker online account at the applicable NAV.
The minimum investment for Tata India Consumer Fund (IDCW) is ₹ 5000 for Lumpsum and ₹ 100 for SIP. You can open a demat account or login to the existing stock broker online account to get started.
Tata India Consumer Fund (IDCW) has a lock-in period of No Lock-in Period. Schemes with a lock-in restrict withdrawals or redemptions for that duration, while schemes with no lock-in allow you to redeem anytime.
The average annualized return of Tata India Consumer Fund (IDCW) over the past three years is 14.90%.
The current NAV of Tata India Consumer Fund (IDCW) is 42.1903.
The Expense ratio of Tata India Consumer Fund (IDCW) is 2.17%. It is an annual charge for running the mutual fund. You can find the same on the factsheet and the Asset Management Companies website.
The latest AUM of the Tata India Consumer Fund (IDCW) fund is ₹ 2703.34 Cr. It represents the total assets held and managed by the fund.
The exit load for Tata India Consumer Fund (IDCW) is 0.25% of NAV if redeemed/switched out before 30 Days from the date of allotment..
The fund managers of the Tata India Consumer Fund (IDCW) are Sonam Udasi, Aditya Bagul. However, with management's discretion, the fund manager could also change during the tenure.
Tata India Consumer Fund (IDCW) was launched on 28 Dec 2015. Since then, the fund has formed an NAV (Net Asset Value) of 42.1903.
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