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

Open Ended Schemes(Equity Scheme - Sectoral/ Thematic)Very High Risk★★★★★ISIN INF277K014A4

NAV · 06-Jul-2026

₹52.7824

+6.94%

+1.03%

1Y (CAGR)

+3.16%

3Y (CAGR)

+15.09%

5Y (CAGR)

+15.09%

Since inception (CAGR)

+17.02%

NAV history

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Risk & SIP analytics

Q2 · 3Y in category

Volatility (3y)

14.13%

Downside dev (3y)

10.69%

Max drawdown (3y)

-20.7%

Sharpe (3y)

0.61

SIP XIRR (3y)

+8.46%

SIP XIRR (5y)

+13.60%

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

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 ↗