Tata India Consumer Fund-Direct Plan-Growth

Open Ended Schemes(Equity Scheme - Sectoral/ Thematic)Very High Risk★★★★★ISIN INF277K013A6

NAV · 06-Jul-2026

₹54.4625

+6.94%

+4.24%

1Y (CAGR)

+6.45%

3Y (CAGR)

+16.30%

5Y (CAGR)

+15.82%

Since inception (CAGR)

+17.37%

NAV history

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Risk & SIP analytics

Q2 · 3Y in category

Volatility (3y)

13.97%

Downside dev (3y)

10.35%

Max drawdown (3y)

-20.7%

Sharpe (3y)

0.70

SIP XIRR (3y)

+10.56%

SIP XIRR (5y)

+14.87%

Calendar-year returns

2020 +22.7%2021 +29.2%2022 +2.4%2023 +37.5%2024 +28.3%2025 -0.9%

Fund facts

Fund managerSonam Udasi · Aditya Bagul

AUM₹25,829 Cr

Expense ratio0.65% · 2026-05-31

TER · AMFI officialDirect 0.97% · Regular 2.17% (2026-06-30)

Launch date04-Dec-2015

Plan typeOpen Ended · Equity

Min lumpsum₹5,000

Min SIP₹100

Lock-inNone

Volatility15.42

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 ↗