Tata India Consumer Fund Direct Growth

Fund Overview

Fund Size

₹2,815 Cr

Expense Ratio

0.93%

ISIN

INF277K013A6

Minimum SIP

₹1,000

Exit Load

No Charges

Inception Date

28 Dec 2015

About this fund

Tata India Consumer Fund Direct Growth is a Equity - Consumption mutual fund schemes offered by Tata Mutual Fund. This fund has been in existence for 10 years and 8 months, having been launched on 28-Dec-15.
As of 27-Aug-26, it has a Net Asset Value (NAV) of ₹56.62, Assets Under Management (AUM) of 2814.95 Crores, and an expense ratio of 0.93%.

Tata India Consumer Fund Direct Growth has given a CAGR return of 17.66% since inception.
The fund's asset allocation comprises around 93.70% in equities, 0.00% in debts, and 6.30% in cash & cash equivalents.
You can start investing in Tata India Consumer Fund Direct Growth with a SIP of ₹1000 or a Lumpsum investment of ₹5000.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+8.65%

— (Cat Avg.)

3 Years

+16.88%

+11.45% (Cat Avg.)

5 Years

+15.82%

+12.30% (Cat Avg.)

10 Years

+17.55%

+13.56% (Cat Avg.)

Since Inception

+17.66%

— (Cat Avg.)

Portfolio Summaryas of 31st July 2026

Equity	₹2,637.71 Cr	93.70%
Others	₹177.24 Cr	6.30%

Top Holdings

All Holdings

Equity

Debt & Others

Name	Type	Amount	Holdings
Eternal Ltd	Equity	₹250.43 Cr	8.90%
Titan Co Ltd	Equity	₹193.06 Cr	6.86%
Cash / Net Current Asset	Cash	₹172.98 Cr	6.15%
Nestle India Ltd	Equity	₹172.55 Cr	6.13%
Radico Khaitan Ltd	Equity	₹149.89 Cr	5.32%
CarTrade Tech Ltd	Equity	₹125.07 Cr	4.44%
Varun Beverages Ltd	Equity	₹115.84 Cr	4.12%
Tata Consumer Products Ltd	Equity	₹114.11 Cr	4.05%
United Spirits Ltd	Equity	₹106.42 Cr	3.78%
Ather Energy Ltd	Equity	₹90.74 Cr	3.22%
Trent Ltd	Equity	₹85.22 Cr	3.03%
Bikaji Foods International Ltd	Equity	₹83.74 Cr	2.97%
Maruti Suzuki India Ltd	Equity	₹83.27 Cr	2.96%
Bajaj Auto Ltd	Equity	₹82.95 Cr	2.95%
ITC Ltd	Equity	₹74.1 Cr	2.63%
DOMS Industries Ltd	Equity	₹67.59 Cr	2.40%
Apollo Hospitals Enterprise Ltd	Equity	₹64.49 Cr	2.29%
BSE Ltd	Equity	₹59.07 Cr	2.10%
Bharti Airtel Ltd	Equity	₹56.79 Cr	2.02%
LG Electronics India Ltd	Equity	₹56.79 Cr	2.02%
HDFC Asset Management Co Ltd	Equity	₹51.79 Cr	1.84%
Dixon Technologies (India) Ltd	Equity	₹50.58 Cr	1.80%
Multi Commodity Exchange of India Ltd	Equity	₹48.46 Cr	1.72%
Metro Brands Ltd	Equity	₹47.35 Cr	1.68%
Cera Sanitaryware Ltd	Equity	₹45.76 Cr	1.63%
PNGS Reva Diamond Jewellery Ltd	Equity	₹44.36 Cr	1.58%
Endurance Technologies Ltd	Equity	₹42.06 Cr	1.49%
Billionbrains Garage Ventures Ltd	Equity	₹38.84 Cr	1.38%
Dr. Lal PathLabs Ltd	Equity	₹34.29 Cr	1.22%
Gillette India Ltd	Equity	₹33.64 Cr	1.19%
Swiggy Ltd	Equity	₹33.33 Cr	1.18%
Pricol Ltd	Equity	₹32.19 Cr	1.14%
Mahindra & Mahindra Ltd	Equity	₹30.59 Cr	1.09%
Ethos Ltd	Equity	₹28.75 Cr	1.02%
AWL Agri Business Ltd	Equity	₹26.94 Cr	0.96%
Diamond Power Infrastructure Ltd	Equity	₹16.7 Cr	0.59%
(I) Treps	Cash - Repurchase Agreement	₹4.26 Cr	0.15%

Allocation By Market Cap (Equity)

Other Allocation

Equity Sector

Debt & Others

Sector	Amount	Holdings
Consumer Cyclical	₹1,169.36 Cr	41.54%
Consumer Defensive	₹877.21 Cr	31.16%
Financial Services	₹198.16 Cr	7.04%
Industrials	₹130.05 Cr	4.62%
Technology	₹107.36 Cr	3.81%
Healthcare	₹98.78 Cr	3.51%
Communication Services	₹56.79 Cr	2.02%

Risk & Performance Ratios

Fund Managers

Sonam Udasi

Since April 2016

Aditya Bagul

Since October 2023

Additional Scheme Detailsas of 31st July 2026

ISIN

INF277K013A6

Expense Ratio

0.93%

Exit Load

No Charges

Fund Size

₹2,815 Cr

Age

10 years 8 months

Lumpsum Minimum

₹5,000

Fund Status

Open Ended Investment Company

Benchmark

Nifty India Consumption TR INR

Investment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

Capital Gains Taxation:

Dividend Taxation:

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Equity - Consumption Funds

Fund name	Expense Ratio	Exit Load	Fund size	1Y
Kotak NIFTY India Consumption ETF Very High Risk	0.1%	-	₹35.98 Cr	-1.3%
WhiteOak Capital Consumption Opportunities Fund Direct Growth Very High Risk	1.1%	0.0%	₹131.39 Cr	-
WhiteOak Capital Consumption Opportunities Fund Regular Growth Very High Risk	2.8%	0.0%	₹131.39 Cr	-
Union Consumption Fund Regular Growth Very High Risk	2.1%	1.0%	₹333.27 Cr	-
Union Consumption Fund Direct Growth Very High Risk	1.0%	1.0%	₹333.27 Cr	-
LIC MF Consumption Fund Regular Growth Very High Risk	2.6%	1.0%	₹478.56 Cr	-
LIC MF Consumption Fund Direct Growth Very High Risk	1.1%	1.0%	₹478.56 Cr	-
Invesco India Consumption Fund Regular Growth Very High Risk	2.1%	0.0%	₹586.17 Cr	-
Invesco India Consumption Fund Direct Growth Very High Risk	0.7%	0.0%	₹586.17 Cr	-
Motilal Oswal Consumption Fund Direct Growth Very High Risk	0.8%	1.0%	₹1130.89 Cr	-
Motilal Oswal Consumption Fund Regular Growth Very High Risk	2.4%	1.0%	₹1130.89 Cr	-
ITI Bharat Consumption Fund Regular Growth Very High Risk	2.6%	0.0%	₹370.07 Cr	2.9%
ITI Bharat Consumption Fund Direct Growth Very High Risk	1.0%	0.0%	₹370.07 Cr	4.7%
Edelweiss Consumption Fund Regular Growth Very High Risk	2.5%	1.0%	₹496.70 Cr	-0.7%
Edelweiss Consumption Fund Direct Growth Very High Risk	0.9%	1.0%	₹496.70 Cr	0.9%
ICICI Prudential Nifty FMCG ETF Very High Risk	0.2%	-	₹764.58 Cr	-15.7%
Bank of India Consumption Fund Direct Growth Very High Risk	1.1%	1.0%	₹373.19 Cr	4.4%
Bank of India Consumption Fund Regular Growth Very High Risk	2.1%	1.0%	₹373.19 Cr	3.2%
Bajaj Finserv Consumption Fund Regular Growth Very High Risk	2.9%	1.0%	₹619.53 Cr	-1.9%
Bajaj Finserv Consumption Fund Direct Growth Very High Risk	1.3%	1.0%	₹619.53 Cr	-0.3%
SBI Nifty India Consumption Index Fund Regular Growth Very High Risk	0.9%	0.0%	₹269.87 Cr	-2.2%
SBI Nifty India Consumption Index Fund Direct Growth Very High Risk	0.4%	0.0%	₹269.87 Cr	-1.7%
Axis Consumption Fund Direct Growth Very High Risk	0.8%	1.0%	₹2772.24 Cr	-2.0%
Axis Consumption Fund Regular Growth Very High Risk	2.1%	1.0%	₹2772.24 Cr	-3.4%
Quant Consumption Fund Regular Growth Very High Risk	3.1%	1.0%	₹192.78 Cr	4.9%
Quant Consumption Fund Direct Growth Very High Risk	1.6%	1.0%	₹192.78 Cr	6.5%
ICICI Prudential Bharat Consumption Fund Regular Growth Very High Risk	2.1%	1.0%	₹3268.75 Cr	-1.1%
Kotak Consumption Fund Regular Growth Very High Risk	2.1%	0.0%	₹1758.97 Cr	0.1%
Kotak Consumption Fund Direct Growth Very High Risk	0.7%	0.0%	₹1758.97 Cr	1.6%
HSBC Consumption Fund Direct Growth Very High Risk	0.9%	1.0%	₹1761.84 Cr	6.6%
HSBC Consumption Fund Regular Growth Very High Risk	2.2%	1.0%	₹1761.84 Cr	5.2%
Mirae Asset Great Consumer Fund Direct Growth Very High Risk	0.4%	1.0%	₹4731.84 Cr	0.6%
Nippon India Consumption Fund Direct Growth Very High Risk	0.6%	1.0%	₹2514.10 Cr	-1.9%
SBI Consumption Opportunities Fund Regular Growth Very High Risk	2.1%	0.0%	₹2958.95 Cr	-8.0%
Mirae Asset Great Consumer Fund Regular Growth Very High Risk	1.6%	1.0%	₹4731.84 Cr	-0.8%
Axis NIFTY India Consumption ETF Very High Risk	0.5%	-	₹13.75 Cr	-1.6%
UTI India Consumer Fund Regular Growth Very High Risk	2.4%	1.0%	₹735.17 Cr	0.8%
HDFC Non-Cyclical Consumer Fund Direct Growth Very High Risk	1.3%	1.0%	₹1032.73 Cr	-4.0%
HDFC Non-Cyclical Consumer Fund Regular Growth Very High Risk	2.4%	1.0%	₹1032.73 Cr	-5.1%
UTI India Consumer Fund Direct Growth Very High Risk	1.6%	1.0%	₹735.17 Cr	1.7%
Aditya Birla Sun Life India GenNext Fund Direct Growth Very High Risk	0.7%	1.0%	₹6153.88 Cr	-2.9%
Mahindra Manulife Consumption Fund Direct Growth Very High Risk	1.1%	1.0%	₹501.81 Cr	-1.0%
Mahindra Manulife Consumption Fund Regular Growth Very High Risk	2.6%	1.0%	₹501.81 Cr	-2.6%
Canara Robeco Consumer Trends Fund Direct Growth Very High Risk	0.7%	1.0%	₹1997.74 Cr	-0.1%
SBI Consumption Opportunities Fund Direct Growth Very High Risk	1.1%	0.0%	₹2958.95 Cr	-7.0%
Sundaram Consumption Fund Direct Growth Very High Risk	1.1%	0.0%	₹1494.67 Cr	-0.7%
Tata India Consumer Fund Regular Growth Very High Risk	2.1%	0.0%	₹2814.95 Cr	7.3%
Tata India Consumer Fund Direct Growth Very High Risk	0.9%	0.0%	₹2814.95 Cr	8.6%
Canara Robeco Consumer Trends Fund Regular Growth Very High Risk	1.8%	1.0%	₹1997.74 Cr	-1.4%
Nippon India ETF Consumption Very High Risk	0.3%	-	₹200.97 Cr	-1.6%

About the AMC

Tata Mutual Fund

+91 22 6657 8282

https://www.tatamutualfund.com/

Total AUM

₹2,28,733 Cr

Address

Mafatlal Centre, 9th Floor, Mumbai, 400 021

Other Funds by Tata Mutual Fund

Fund name	Expense Ratio	Exit Load	Fund size	1Y
Tata Multi Sector Passive FOF Direct Growth Very High Risk	0.2%	0.0%	-	-
Titanium Equity Long-Short Fund Direct Growth Very High Risk	1.9%	1.0%	₹207.85 Cr	-
Tata BSE Multicap Consumption 50 30 20 Index Fund Direct Growth Very High Risk	0.4%	0.0%	₹46.22 Cr	-
Titanium Hybrid Long-Short Fund Direct Growth Very High Risk	1.0%	1.0%	₹548.72 Cr	-
Tata Nifty Next 50 Index Fund Direct Growth Very High Risk	0.3%	0.0%	₹124.10 Cr	-
Tata Nifty Midcap 150 Index Fund Direct Growth Very High Risk	0.2%	0.0%	₹316.58 Cr	11.5%
Tata Income Plus Arbitrage Active FOF Direct Growth Moderate Risk	0.1%	0.0%	₹268.99 Cr	6.0%
Tata BSE Quality Index Fund Direct Growth Very High Risk	0.4%	0.0%	₹58.02 Cr	5.5%
Tata Fixed Maturity Plan Series 61 Scheme D 91 Days Direct Growth Low to Moderate Risk	0.1%	0.0%	₹209.75 Cr	-
Tata BSE Select Business Groups Index Fund Direct Growth Very High Risk	0.4%	0.0%	₹228.30 Cr	6.4%
Tata India Innovation Fund Direct Growth Very High Risk	0.9%	0.0%	₹1368.35 Cr	6.0%
Tata Nifty Capital Markets Index Fund Direct Growth Very High Risk	0.7%	0.0%	₹913.12 Cr	27.6%
Tata Nifty200 Alpha 30 Index Fund Direct Growth Very High Risk	0.9%	0.0%	₹198.02 Cr	9.9%
Tata Nifty India Tourism Index Fund Direct Growth Very High Risk	0.5%	0.0%	₹269.84 Cr	-14.3%
Tata Fixed Maturity Plan Series 61 Scheme C 91 Days Direct Growth Low to Moderate Risk	-	0.0%	-	-
TATA Nifty500 Multicap India Manufacturing 50:30:20 Index Fund Direct Growth Very High Risk	0.6%	0.0%	₹138.43 Cr	13.0%
Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund Direct Growth Very High Risk	0.6%	0.0%	₹79.33 Cr	6.0%
Tata Nifty Financial Services Index Fund Direct Growth Very High Risk	0.6%	0.0%	₹71.15 Cr	1.5%
Tata Nifty Auto Index Fund Direct Growth Very High Risk	0.5%	0.0%	₹105.99 Cr	14.5%
Tata Nifty MidSmall Healthcare Index Fund Direct Growth Very High Risk	0.6%	0.0%	₹207.04 Cr	19.3%
Tata Nifty Realty Index Fund Direct Growth Very High Risk	0.5%	0.0%	₹65.00 Cr	1.8%
Tata Fixed Maturity Plan Series 61 Scheme A - 91 Days Direct Growth Low to Moderate Risk	0.1%	-	-	-
Tata Fixed Maturity Plan Series 61 Scheme B 364 Days Direct Growth Low to Moderate Risk	-	0.0%	-	-
Tata Silver ETF Fund of Fund Direct Growth Very High Risk	0.2%	0.0%	₹1008.57 Cr	96.9%
Tata Gold ETF Fund of Fund Direct Growth High Risk	0.2%	0.0%	₹1389.17 Cr	53.9%
Tata Fixed Maturity Plan Series 56 Scheme G Direct Growth Low to Moderate Risk	-	0.0%	-	-
Tata Fixed Maturity Plan Series 56 Scheme H Direct Growth Low to Moderate Risk	-	0.0%	-	-
Tata Fixed Maturity Series E Direct Growth Low to Moderate Risk	-	0.0%	-	-
Tata Balanced Advantage Fund Direct Growth Very High Risk	0.7%	0.0%	₹8779.78 Cr	5.5%
Tata Ultra Short Term Fund Direct Growth Moderate Risk	0.3%	0.0%	₹6377.77 Cr	6.9%
Tata Business Cycle Fund Direct Growth Very High Risk	0.9%	0.0%	₹2633.73 Cr	5.9%
Tata Nifty India Digital ETF Fund of Fund Direct Growth Very High Risk	0.1%	1.0%	₹113.18 Cr	-3.2%
Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60: 40 Index Fund Direct Growth Low to Moderate Risk	0.2%	0.0%	₹644.59 Cr	5.9%
Tata Floating Rate Fund Direct Growth Moderate Risk	0.3%	0.0%	₹121.44 Cr	6.8%
Tata Small Cap Fund Direct Growth Very High Risk	0.5%	0.0%	₹12695.77 Cr	0.1%
Tata Large & Mid Cap Fund Direct Growth Very High Risk	0.8%	0.0%	₹7900.58 Cr	-2.1%
Tata Mid Cap Growth Fund Direct Growth Very High Risk	0.8%	0.0%	₹6056.43 Cr	11.9%
Tata Hybrid Equity Fund Direct Growth Very High Risk	1.3%	0.0%	₹3930.21 Cr	4.1%
Tata Ethical Fund Direct Growth Very High Risk	0.8%	0.0%	₹3864.51 Cr	-3.2%
Tata Gilt Securities Fund Direct Growth Moderate Risk	0.3%	0.0%	₹878.43 Cr	6.0%
Tata Equity P/E Fund Direct Growth Very High Risk	1.1%	0.0%	₹8492.28 Cr	6.8%
Tata Infrastructure Fund Direct Growth Very High Risk	1.2%	0.0%	₹2071.90 Cr	9.1%
Tata Treasury Advantage Fund Direct Growth Low to Moderate Risk	0.3%	0.0%	₹2239.61 Cr	6.4%
Tata Money Market Fund Direct Growth Moderate Risk	0.2%	0.0%	₹34138.15 Cr	6.6%
Tata Equity Savings Fund Direct Growth Moderate Risk	0.6%	0.0%	₹284.62 Cr	7.5%
Tata Young Citizens Fund Direct Growth Very High Risk	1.8%	1.0%	₹334.58 Cr	-6.3%
Tata Liquid Fund Direct Growth Low to Moderate Risk	0.2%	0.0%	₹27602.85 Cr	6.5%
Tata Large Cap Fund Direct Growth Very High Risk	1.2%	0.0%	₹2783.80 Cr	5.2%
Tata Retirement Savings Moderate Fund Direct Growth Very High Risk	0.8%	1.0%	₹2217.96 Cr	10.2%
Tata Retirement Savings Conservative Fund Direct Growth Moderately High risk	1.1%	1.0%	₹168.88 Cr	6.6%

Risk Level

Your principal amount will be at Very High Risk

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What is the current NAV of Tata India Consumer Fund Direct Growth?

The NAV of Tata India Consumer Fund Direct Growth, as of 27-Aug-2026, is ₹56.62.

What are the returns of Tata India Consumer Fund Direct Growth?

The fund has generated 8.65% over the last 1 year and 16.88% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.

What is the portfolio composition of Tata India Consumer Fund Direct Growth?

The fund's allocation of assets is distributed as 93.70% in equities, 0.00% in bonds, and 6.30% in cash and cash equivalents.

Who manages the Tata India Consumer Fund Direct Growth?

The fund managers responsible for Tata India Consumer Fund Direct Growth are:-

Sonam Udasi
Aditya Bagul

Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.

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Tata India Consumer Fund Direct Growth

Fund Overview