How to Invest in Tata India Consumer Fund Direct Growth?

You can easily invest in Tata India Consumer Fund Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Tata India Consumer Fund Direct Growth from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Tata India Consumer Fund Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Tata India Consumer Fund Direct Growth provide?

The Tata India Consumer Fund Direct Growth has been there from 28 Dec 2015 and the average annual returns provided by this fund is 27.24% since its inception.

How much expense ratio is charged by Tata India Consumer Fund Direct Growth?

The term Expense Ratio used for Tata India Consumer Fund Direct Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Tata India Consumer Fund Direct Growth is 0.81% as of 04 Dec 2023...

What is the AUM of Tata India Consumer Fund Direct Growth?

The AUM, short for Assets Under Management of Tata India Consumer Fund Direct Growth is ₹1,627.99Cr as of 04 Dec 2023.

How to Redeem Tata India Consumer Fund Direct Growth?

If you want to sell your Tata India Consumer Fund Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Tata India Consumer Fund Direct Growth?

You can select either SIP or Lumpsum investment of Tata India Consumer Fund Direct Growth based on your investment objective and risk tolerance.

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

The NAV of Tata India Consumer Fund Direct Growth is ₹39.59 as of 01 Dec 2023.

What is the PE and PB ratio of Tata India Consumer Fund Direct Growth?

The PE ratio ratio of Tata India Consumer Fund Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Tata India Consumer Fund Direct Growth - NAV, Mutual Fund Performance & Portfolio

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Tata India Consumer Fund Direct Growth
Equity
Sectoral / Thematic
Very High Risk
39%
3Y annualised
+1.39% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 01 Dec 2023₹39.59
Min. SIP amount₹150
Rating2
Fund size₹1,627.99Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Sectoral / Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns27.2%23.4%16.4%18.9%
Category average18.7%22.2%16.5%NA
Rank with in category157NA
Understand terms
Holdings (35)NameSectorInstrumentAssets
ITC Ltd.
Consumer StaplesEquity9.8%
Nestle India Ltd.
Consumer StaplesEquity7.3%
Titan Company Ltd.
Consumer DiscretionaryEquity5.7%
Trent Ltd.
ServicesEquity5.3%
Jubilant FoodWorks Ltd.
ServicesEquity5.3%
Radico Khaitan Ltd.
Consumer StaplesEquity4.7%
Tata Consumer Products Ltd.
Consumer StaplesEquity4.6%
Metro Brands Ltd.
Consumer StaplesEquity4.1%
Avenue Supermarts Ltd.
ServicesEquity3.1%
Hero Motocorp Ltd.
AutomobileEquity3.1%
See All
DisclaimerThis content is derived from publicly available information, internal sources, and other third-party sources believed to be reliable. We, at Nextbillion Technology Pvt. Ltd. (Groww), do not guarantee the accuracy of such information, or assure its completeness, or warrant that such information will not be changed.
All comparisons are done with the category average metrics for this category.
Pros and cons
Category: Equity Sectoral / Thematic
Pros
Cons
Consistently higher annualised returns than category average for the past 1Y and 3Y
5Y annualised returns lower than category average by 0.08%
Lower expense ratio: 0.81%
Low rating: 2
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
Nov 2023 - Present
81%
Nov 2023 - 23 Nov 2023
81%
Nov 2023 - 22 Nov 2023
81%
Nov 2023 - 21 Nov 2023
81%
Nov 2023 - 20 Nov 2023
81%
Nov 2023 - 19 Nov 2023
81%
Nov 2023 - 18 Nov 2023
81%
Nov 2023 - 17 Nov 2023
81%
Nov 2023 - 16 Nov 2023
82%
Nov 2023 - 15 Nov 2023
82%
Nov 2023 - 14 Nov 2023
82%
Nov 2023 - 13 Nov 2023
82%
Nov 2023 - 12 Nov 2023
82%
Nov 2023 - 11 Nov 2023
82%
Nov 2023 - 10 Nov 2023
82%
Nov 2023 - 09 Nov 2023
82%
Nov 2023 - 08 Nov 2023
82%
Nov 2023 - 07 Nov 2023
82%
Nov 2023 - 06 Nov 2023
82%
Nov 2023 - 05 Nov 2023
82%
Nov 2023 - 04 Nov 2023
82%
Nov 2023 - 03 Nov 2023
83%
Nov 2023 - 02 Nov 2023
83%
Oct 2023 - 01 Nov 2023
83%
Oct 2023 - 31 Oct 2023
83%
Oct 2023 - 30 Oct 2023
83%
Oct 2023 - 29 Oct 2023
83%
Oct 2023 - 28 Oct 2023
83%
Oct 2023 - 27 Oct 2023
83%
Oct 2023 - 26 Oct 2023
83%
Oct 2023 - 25 Oct 2023
83%
Oct 2023 - 24 Oct 2023
83%
Oct 2023 - 23 Oct 2023
82%
Oct 2023 - 22 Oct 2023
82%
Oct 2023 - 21 Oct 2023
82%
Oct 2023 - 20 Oct 2023
82%
Oct 2023 - 19 Oct 2023
82%
Oct 2023 - 18 Oct 2023
82%
Oct 2023 - 17 Oct 2023
82%
Oct 2023 - 16 Oct 2023
82%
Oct 2023 - 15 Oct 2023
82%
Oct 2023 - 14 Oct 2023
82%
Oct 2023 - 13 Oct 2023
82%
Oct 2023 - 12 Oct 2023
82%
Oct 2023 - 11 Oct 2023
82%
Oct 2023 - 10 Oct 2023
82%
Oct 2023 - 09 Oct 2023
82%
Oct 2023 - 08 Oct 2023
82%
Oct 2023 - 07 Oct 2023
82%
Oct 2023 - 06 Oct 2023
82%
Oct 2023 - 05 Oct 2023
82%
Oct 2023 - 04 Oct 2023
82%
Oct 2023 - 03 Oct 2023
82%
Oct 2023 - 02 Oct 2023
82%
Sep 2023 - 01 Oct 2023
82%
Sep 2023 - 30 Sep 2023
82%
Sep 2023 - 29 Sep 2023
83%
Sep 2023 - 28 Sep 2023
82%
Sep 2023 - 27 Sep 2023
82%
Sep 2023 - 26 Sep 2023
83%
Sep 2023 - 25 Sep 2023
83%
Sep 2023 - 24 Sep 2023
83%
Sep 2023 - 23 Sep 2023
83%
Sep 2023 - 22 Sep 2023
82%
Sep 2023 - 21 Sep 2023
82%
Sep 2023 - 20 Sep 2023
82%
Sep 2023 - 19 Sep 2023
82%
Sep 2023 - 18 Sep 2023
82%
Sep 2023 - 17 Sep 2023
82%
Sep 2023 - 16 Sep 2023
82%
Sep 2023 - 15 Sep 2023
82%
Sep 2023 - 14 Sep 2023
82%
Sep 2023 - 13 Sep 2023
82%
Sep 2023 - 12 Sep 2023
82%
Sep 2023 - 11 Sep 2023
82%
Sep 2023 - 10 Sep 2023
82%
Sep 2023 - 09 Sep 2023
82%
Sep 2023 - 08 Sep 2023
82%
Sep 2023 - 07 Sep 2023
82%
Sep 2023 - 06 Sep 2023
82%
Sep 2023 - 05 Sep 2023
83%
Sep 2023 - 04 Sep 2023
83%
Sep 2023 - 03 Sep 2023
83%
Sep 2023 - 02 Sep 2023
83%
Aug 2023 - 01 Sep 2023
83%
Jul 2023 - 31 Aug 2023
83%
Jun 2023 - 31 Jul 2023
84%
May 2023 - 30 Jun 2023
85%
Apr 2023 - 31 May 2023
90%
Mar 2023 - 30 Apr 2023
92%
Feb 2023 - 31 Mar 2023
91%
Jan 2023 - 28 Feb 2023
91%
Dec 2022 - 31 Jan 2023
91%
Dec 2022 - 31 Dec 2022
91%
Dec 2022 - 31 Dec 2022
91%
Nov 2022 - 31 Dec 2022
89%
Nov 2022 - 30 Nov 2022
89%
Nov 2022 - 30 Nov 2022
89%
Oct 2022 - 30 Nov 2022
90%
Oct 2022 - 31 Oct 2022
90%
Oct 2022 - 31 Oct 2022
90%
Oct 2022 - 31 Oct 2022
90%
Oct 2022 - 31 Oct 2022
90%
Sep 2022 - 31 Oct 2022
89%
Sep 2022 - 30 Sep 2022
89%
Sep 2022 - 30 Sep 2022
89%
Aug 2022 - 30 Sep 2022
89%
Aug 2022 - 31 Aug 2022
89%
Jul 2022 - 31 Aug 2022
91%
Jul 2022 - 31 Jul 2022
91%
Jun 2022 - 31 Jul 2022
94%
Jun 2022 - 30 Jun 2022
94%
May 2022 - 30 Jun 2022
93%
May 2022 - 31 May 2022
93%
Apr 2022 - 31 May 2022
91%
Apr 2022 - 30 Apr 2022
91%
Mar 2022 - 30 Apr 2022
89%
Mar 2022 - 31 Mar 2022
89%
Feb 2022 - 31 Mar 2022
90%
Feb 2022 - 28 Feb 2022
90%
Jan 2022 - 28 Feb 2022
89%
Dec 2021 - 31 Jan 2022
88%
Nov 2021 - 31 Dec 2021
89%
Oct 2021 - 30 Nov 2021
88%
Sep 2021 - 31 Oct 2021
88%
Aug 2021 - 30 Sep 2021
89%
Jul 2021 - 31 Aug 2021
90%
Jun 2021 - 31 Jul 2021
92%
May 2021 - 30 Jun 2021
92%
Apr 2021 - 31 May 2021
92%
Mar 2021 - 30 Apr 2021
88%
Feb 2021 - 31 Mar 2021
89%
Jan 2021 - 28 Feb 2021
90%
Dec 2020 - 31 Jan 2021
88%
Nov 2020 - 31 Dec 2020
86%
Oct 2020 - 30 Nov 2020
87%
Sep 2020 - 31 Oct 2020
89%
Aug 2020 - 30 Sep 2020
87%
Jul 2020 - 31 Aug 2020
88%
Jun 2020 - 31 Jul 2020
88%
May 2020 - 30 Jun 2020
90%
Apr 2020 - 31 May 2020
90%
Mar 2020 - 30 Apr 2020
94%
Feb 2020 - 31 Mar 2020
57%
Jan 2020 - 29 Feb 2020
85%
Dec 2019 - 31 Jan 2020
85%
Nov 2019 - 31 Dec 2019
84%
Oct 2019 - 30 Nov 2019
82%
Sep 2019 - 31 Oct 2019
69%
Aug 2019 - 30 Sep 2019
70%
Jul 2019 - 31 Aug 2019
70%
Jun 2019 - 31 Jul 2019
68%
May 2019 - 30 Jun 2019
68%
Apr 2019 - 31 May 2019
67%
Mar 2019 - 30 Apr 2019
52%
Feb 2019 - 31 Mar 2019
48%
Jan 2019 - 28 Feb 2019
67%
Dec 2018 - 31 Jan 2019
71%
Nov 2018 - 31 Dec 2018
71%
Oct 2018 - 30 Nov 2018
73%
Sep 2018 - 31 Oct 2018
74%
Aug 2018 - 30 Sep 2018
74%
Jul 2018 - 31 Aug 2018
65%
Jun 2018 - 31 Jul 2018
76%
May 2018 - 30 Jun 2018
95%
Apr 2018 - 31 May 2018
97%
Mar 2018 - 30 Apr 2018
00%
Feb 2018 - 31 Mar 2018
32%
Jan 2018 - 28 Feb 2018
53%
Dec 2017 - 31 Jan 2018
53%
Nov 2017 - 31 Dec 2017
52%
Oct 2017 - 30 Nov 2017
52%
Expense ratio, exit load and taxExpense ratio: 0.81%Inclusive of GST
Exit loadExit load of 0.25% if redeemed within 30 days.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year. 
Understand terms
Check past data
Minimum investment amountsMin. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹150
Fund managementSonam Udasi
Apr 2016 - Present
View details
Education
Mr. Udasi is a B.Com and also holds PGDM(Finance).
Experience
Prior to joining Tata AMC he was associated with ASK Raymond James, JM Financial AMC, Prime Securities, BRICS Securities and IDBI Capital Market Services Ltd.
Also manages these schemes
Tata Equity PE Fund Direct Growth
Tata Retirement Savings Fund Progressive Plan Direct Growth
Tata Retirement Savings Fund Moderate Plan Direct Growth
Tata Retirement Savings Fund Conservative Plan Direct Growth
Tata S&P BSE Sensex Index Direct
Tata Nifty 50 Index Direct
Tata Banking and Financial Services Fund Direct Growth
Tata India Consumer Fund Direct Growth
Tata Value Fund Series 1 Direct Growth
Tata Value Fund Series 2 Direct Growth
Tata Flexi Cap Fund Direct Growth
Tata Balanced Advantage Fund Direct Growth
Aditya Bagul
Oct 2023 - Present
View details
Also manages these schemes
Tata India Consumer Fund Direct Growth
Tata Flexi Cap Fund Direct Growth
Fund house & investment objective
Tata Mutual Fund
Rank (total assets)#14 in India
Total AUM₹1,25,001.19Cr
Date of Incorporation30 Jun 1995
 Tata India Consumer Fund Direct Growth is a Equity Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 30 Jun 1995. Rupesh Patel, Sonam Udasi is the Current Fund Manager of Tata India Consumer Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,25,001 Cr and the Latest NAV as of 01 Dec 2023 is ₹39.59.
The Tata India Consumer Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹150. Minimum Lumpsum Investment is ₹5,000. Exit load of 0.25% if redeemed within 30 days.
;
Investment ObjectiveThe 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.
;
Fund benchmarkNIFTY India Consumption Total Return Index
Scheme Information Document(SID)
Fund house contact details
Address
9th Floor, Mafatlal Centre,Nariman Point, Mumbai 400021
Phone
1800-209-0101
Launch Date
Jun 1995
E-mail
[email protected]
Website
www.tatamutualfund.com
Tata Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]
Website
www.camsonline.com
Compare funds
Tata India Consumer Fund Direct Growth
VS
Add mutual fund to compare

	1Y	3Y	5Y	All
Fund returns	27.2%	23.4%	16.4%	18.9%
Category average	18.7%	22.2%	16.5%	NA
Rank with in category	1	5	7	NA

Name	Sector	Instrument	Assets
ITC Ltd.	Consumer Staples	Equity	9.8%
Nestle India Ltd.	Consumer Staples	Equity	7.3%
Titan Company Ltd.	Consumer Discretionary	Equity	5.7%
Trent Ltd.	Services	Equity	5.3%
Jubilant FoodWorks Ltd.	Services	Equity	5.3%
Radico Khaitan Ltd.	Consumer Staples	Equity	4.7%
Tata Consumer Products Ltd.	Consumer Staples	Equity	4.6%
Metro Brands Ltd.	Consumer Staples	Equity	4.1%
Avenue Supermarts Ltd.	Services	Equity	3.1%
Hero Motocorp Ltd.	Automobile	Equity	3.1%

Rank (total assets)	#14 in India
Total AUM	₹1,25,001.19Cr

Date of Incorporation	30 Jun 1995

Fund benchmark	NIFTY India Consumption Total Return Index

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Bengaluru – 560103
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Min. for 1st investment	₹5,000
Min. for 2nd investment onwards	₹1,000

Rating	2
Fund size	₹1,627.99Cr

Tata India Consumer Fund Direct Growth

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (35)

Disclaimer

Pros and cons

Pros

Cons

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 0.81%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Sonam UdasiApr 2016 - PresentView details

Aditya BagulOct 2023 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Sonam Udasi
Apr 2016 - Present
View details

Aditya Bagul
Oct 2023 - Present
View details