Tata India Consumer Fund Regular-Growth
The fund is rated 3.5 stars. The strongest areas were investment selection within each industry and balance between returns and downside risk, while investment selection within each asset type provided some support. Higher annual fee of 2.12% and above-average fund size of Rs 2,900.93 crore were minor drawbacks.
This fund has a ok track record with Asset Selection/Timing, a good track record with Stock Selection/Timing, a good risk-reward ratio. It is important to note, however, that this fund has a 2900.926 AUM and a 2.12 expense ratio. Considering all these factors, we have rated this fund as 3.5 star.
Our score weighs long-term performance, risk and consistency — not just past returns.
Returns
As of 8 Oct 2026
Risk ratios
As of 30 Sep 2026
Portfolio
As of 31 Aug 2026
Market-cap split
Sector allocation
Holdings (37)
| Holding | % of fund | Value | Shares |
|---|---|---|---|
| Eternal Ltd. | 9.36% | ₹271.67 Cr | 82,80,000 |
| Titan Company Ltd. | 6.97% | ₹202.06 Cr | 3,96,000 |
| Nestle India Ltd. | 5.90% | ₹171.05 Cr | 11,43,000 |
| Radico Khaitan Ltd. | 5.34% | ₹154.87 Cr | 3,45,300 |
| CarTrade Tech Ltd. | 4.74% | ₹137.58 Cr | 4,59,888 |
| Ather Energy Ltd. | 4.26% | ₹123.67 Cr | 7,20,000 |
| Tata Consumer Products Ltd. | 3.77% | ₹109.3 Cr | 10,53,533 |
| Varun Beverages Ltd. | 3.62% | ₹104.88 Cr | 26,19,000 |
| United Spirits Ltd. | 3.61% | ₹104.6 Cr | 7,02,000 |
| Bajaj Auto Ltd. | 3.01% | ₹87.34 Cr | 72,000 |
Fund details
Long Term Capital Appreciation. Investment in equity/equity related instruments of the companies in the Consumption Oriented sector in India.
The scheme seeks long term capital appreciation by investing atleast 80% of it's net assets in equity/equity related instruments of the companies in the Consumption Oriented sectors in India.
Exit load of 0.25% if redeemed within 30 days.