MF
MFGenie.ai
Sectoral / Thematic

Tata India Consumer Fund · Direct · Growth

Tata Mutual Fund

NAV

₹53.6083

as of 29 Sept 2026

Expense Ratio

0.91%

Viewing Direct · Growth
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Lumpsum returns (CAGR)

1Y
+4.03%
3Y
+13.76%
5Y
+13.00%
Since Inception
+16.90%

SIP returns (XIRR)

1Y
+6.70%
3Y
+8.16%
5Y
+13.16%
Since Inception
+15.84%

Performance Comparison

Sectoral allocation

as of 31 Aug 2026

Each sector links to the mutual funds most exposed to it.

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Fund Details

Fund HouseTata Mutual Fund
CategorySectoral / Thematic
Launch Date28 Dec 2015
AMFI Code135805
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹100
Exit LoadCurrent load structure(w.e.f.18/04/2016): Exit Load: 1% if redeemed on or before expiry of 365 days from the date of allotment. Exit load for investment will be as applicable as on the date of allotment / date of registration in case of SIP and STP

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 31 Aug 2026

portfolio shared with Tata India Consumer Fund-Regular Plan-Growth

Holding% NAV
  1. 1Eternal Ltd9.36%
  2. 2Titan Company Ltd6.97%
  3. 3Nestle India Ltd5.90%
  4. 4Radico Khaitan Ltd5.34%
  5. 5Cartrade Tech Ltd4.74%
  6. 6Ather Energy Ltd4.26%
  7. 7Tata Consumer Products Ltd3.77%
  8. 8Varun Beverages Ltd3.62%
  9. 9United Spirits Ltd3.61%
  10. 10Bajaj Auto Ltd3.01%
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What this fund does

Tata India Consumer Fund · Direct · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.

About This Fund

Tata India Consumer Fund · Direct · Growth is a Sectoral / Thematic mutual fund offered by Tata Mutual Fund. The fund has been operational for over 10 years. The current expense ratio is 0.91%.

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