Tata India Consumer Fund
Tata India Consumer Fund is a sectoral / thematic fund of Tata Asset Management Private Limited with ₹2,757 cr under management. It is ahead of its benchmark (Nifty India Consumption TRI) in 4 of 4 periods. Its direct plan charges 0.92% a year.
Has Tata India Consumer Fund beaten its benchmark?
Ahead of its benchmark, Nifty India Consumption TRI, in 4 of 4 periods in AMFI's figures; +2.48% over the last year against −10.03%.
Period returns
Direct Plan, growth · 3y and longer a year| Period | Fund | Nifty 500 TRI | Ahead |
|---|---|---|---|
| 1 month | −2.43% | −3.60% | — |
| 3 months | −0.63% | −5.03% | — |
| 6 months | +9.40% | −1.83% | — |
| 1 year | +2.46% | −4.06% | +6.52 pts |
| 3 years | +13.24% | +9.27% | +3.97 pts |
| 5 years | +11.61% | +8.00% | +3.61 pts |
| 10 years | +16.46% | +12.69% | +3.77 pts |
| Since start from 29 Dec 2015 | +16.82% | — | — |
Official figures
AMFI performance feed, 13 Oct 2026| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | +2.48% | +1.22% | −10.03% | +12.51 | 🔒 |
| 3y | +13.22% | +11.80% | +9.38% | +3.84 | 🔒 |
| 5y | +11.64% | +10.22% | +8.86% | +2.78 | 🔒 |
| 10y | +16.44% | +14.81% | +12.06% | +4.38 | 🔒 |
Value of 100, month-end
Oct 2016 to 14 Oct 2026₹100 put in at the start of Oct 2016 would be ₹462 on 14 Oct 2026, against ₹327 in the Nifty 500 TRI.
What does Tata India Consumer Fund cost?
0.92% a year on the direct plan, 2.12% on the regular plan; 24 of 174 funds in its category charge less.
Who manages Tata India Consumer Fund?
What does Tata India Consumer Fund hold?
40 holdings as of 30 Sep 2026; the ten largest are 51.3% of the fund, the largest ETERNAL LTD at 9.7%.
Mix
Holdings as of 30 Sep 2026Five largest
% of fundFive largest industries
% of fundBy company size
% of equity · SEBI size listsHow does Tata India Consumer Fund score against its category?
Seven scores against funds of its kind, and the warning signs it trips.
Are the companies inside any good?
The holdings by valuation, forensic risk, business quality and balance sheet, weighted by their share of the fund.
How is Tata India Consumer Fund run?
Turnover, what it bought and sold, its cash and its record in new listings, from its monthly holdings files.
Which funds hold much the same?
The index it is nearest and the funds whose holdings overlap most.
Funds that hold much the same
% of holdings in commonHow much is in its sponsor's own group?
Holdings in companies of the fund house's sponsor group, beside the index.
Questions people ask
What is the expense ratio of Tata India Consumer Fund?
0.92% a year on the direct plan and 2.12% on the regular plan (expense report, Oct 2026).
How has Tata India Consumer Fund done?
Its direct plan returned +13.22% a year over 3 years against +9.38% for its benchmark, Nifty India Consumption TRI, as of 13 Oct 2026.
See Tata India Consumer Fund beside your own funds in Valarth
