TATA India Consumer Fund Regular Plan - Payout of Income Distribution cum capital withdrawal option

Open Ended Schemes(Equity Scheme - Sectoral/ Thematic)Very High Risk★★★★★ISIN INF277K011A0

NAV · 06-Jul-2026

₹41.4461

+6.83%

-0.42%

1Y (CAGR)

+1.04%

3Y (CAGR)

+13.33%

5Y (CAGR)

+13.44%

Since inception (CAGR)

+14.36%

NAV history

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Risk & SIP analytics

Q3 · 3Y in category

Volatility (3y)

14.22%

Downside dev (3y)

10.89%

Max drawdown (3y)

-21.9%

Sharpe (3y)

0.48

SIP XIRR (3y)

+6.54%

SIP XIRR (5y)

+11.80%

Calendar-year returns

2020 +21.0%2021 +27.8%2022 +1.0%2023 +35.8%2024 +26.6%2025 -2.1%

Fund facts

Fund managerSonam Udasi · Aditya Bagul

AUM₹25,829 Cr

Launch date04-Dec-2015

Plan typeOpen Ended · Equity

Min lumpsumRs.5000 & in multiples of Re.1/- thereafter.

Lock-inNone

Volatility15.46

AMCTata Asset Management Limited

Objective · The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its assets in equity/equity related instruments of the companies in the Consumption Oriented sectors in India.

scheme documents ↗