Tata India Consumer Fund-Reg(G)

Equity Thematic - Consumption Rating :

₹ 44.33

NAV

Updated: 17 Jul 2025

Fund House

Fund Manager

Sonam Udasi

Fund Benchmark
Nifty India Consumption - TRI

Total AUM

₹ 2,457.40 Cr

Expense Ratio
1.98

52 Week High
₹ 49.14

52 Week Low
₹ 38.76

Fund Verdict

Aggressive Buy

Disclaimer:This fund verdict is derived from present values of Alpha, Sharpe Ratio, and Standard Deviation. It is not a predictor of future outcomes. Investors should carry out independent risk evaluation prior to making investment decisions.

Advance Ratios

P/E Ratio49.14

P/B Ratio9.47

Sharpe0.30

Turnover Ratio49.69

Alpha0.14

Beta0.94

Sortino0.57

Standard Deviation14.85

Fund Performance

Shot Term Returns

Duration	1M	3M	6M	1Y
Returns	2.53%	7.71%	1.98%	2.67%

Long Term Returns

Duration	2Y	3Y	5Y	10Y
Returns	19.45%	20.34%	21.61%	-

Market Cap Distribution

Large Cap

47.34 %
Mid Cap

24.36 %
Small Cap

25.54 %

Avg Market Cap
₹ 70,886.00
(In Crore)

Peer Information

Aditya Birla SL Mfg. Equity Fund-Reg(G)

Equity Thematic - Consumption Aggressive Buy

1Y Returns -1.42%

3Y Returns 20.85%

AUM ₹1,085.20 Cr

NAV ₹32.18

Buy Now

Canara Rob Consumer Trends Fund-Reg(G)

Equity Thematic - Consumption Aggressive Buy

1Y Returns 3.41%

3Y Returns 19.82%

AUM ₹1,925.20 Cr

NAV ₹111.09

Buy Now

HSBC Consumption Fund-Reg(G)

Equity Thematic - Consumption Aggressive Buy

1Y Returns 7.16%

3Y Returns

AUM ₹1,593.10 Cr

NAV ₹14.74

Buy Now

ICICI Pru Bharat Consumption Fund-Reg(G)

Equity Thematic - Consumption Aggressive Buy

1Y Returns 1.41%

3Y Returns 18.42%

AUM ₹3,156.90 Cr

NAV ₹25.37

Buy Now

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Plan Your Long Term Goals

5,000 per month

Duration

Total investment of ₹0

Would have become ₹0

Note: Projections are calculated assuming an annual return rate of 12%.

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