Tata India Consumer Fund - Direct Plan - Growth

Regular

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.
Direct

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.

Scheme Objective

The investment objective of the Scheme is to provide long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies in the Consumption Oriented Sectors in India.

Scheme Details

Fund manager(s) – Aditya Bagul , Sonam Udasi
Launch date – 28-Dec-2015
Expense ratio – 0.72% as declared on 30-Sep-2025 (category average is 0.88%)
Benchmark - Nifty India Consumption TRI

Min SIP amount - ₹
Min investment amount (one time- first time) - ₹
Min investment amount (addtional purchase) - ₹
Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

Tata India Consumer Fund - Direct Plan - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges.

Asset Monitor

Total AUM for this Scheme (Cr)

Category Total AUM (Cr)

% of Assets in Category

2025

2530.67

0.00

0.00%

Sep - 2025	2530.67	0.00%
Aug - 2025	2518.39	0.00%
Jul - 2025	2482.35	0.00%
Jun - 2025	2457.37	0.00%
May - 2025	2378.60	0.00%
Apr - 2025	2324.86	0.00%
Mar - 2025	2208.32	0.00%
Feb - 2025	2113.62	0.00%
Jan - 2025	2267.92	0.00%

2024

2475.28

0.00

0.00%

Dec - 2024	2475.28	0.00	0.00%
Nov - 2024	2414.30	0.00	0.00%
Oct - 2024	2374.84	0.00	0.00%
Sep - 2024	2521.62	0.00	0.00%
Aug - 2024	2371.44	0.00	0.00%
Jul - 2024	2247.42	0.00	0.00%
Jun - 2024	2100.91	0.00	0.00%
May - 2024	1941.77	332799.42	0.58%
Apr - 2024	1949.56	309508.01	0.63%
Mar - 2024	1895.39	294067.45	0.64%
Feb - 2024	1858.25	284307.77	0.65%
Jan - 2024	1841.66	267953.19	0.69%

2023

1861.03

255901.49

0.73%

Dec - 2023	1861.03	255901.49	0.73%
Nov - 2023	1762.55	234412.57	0.75%
Oct - 2023	1627.99	216198.17	0.75%
Sep - 2023	1642.28	217772.16	0.75%
Aug - 2023	1625.05	209306.98	0.78%
Jul - 2023	1597.39	204388.31	0.78%
Jun - 2023	1544.50	193871.64	0.80%
May - 2023	1493.13	185597.81	0.80%
Apr - 2023	1402.27	178010.71	0.79%
Mar - 2023	1352.33	171836.03	0.79%
Feb - 2023	1346.60	166982.27	0.81%
Jan - 2023	1351.75	166554.89	0.81%

2022

1394.71

167608.09

0.83%

Dec - 2022	1394.71	167608.09	0.83%
Nov - 2022	1452.61	172528.96	0.84%
Oct - 2022	1471.64	166705.18	0.88%
Sep - 2022	1467.66	157738.78	0.93%
Aug - 2022	1460.67	156463.28	0.93%
Jul - 2022	1373.08	152963.27	0.90%
Jun - 2022	1221.96	140454.87	0.87%
May - 2022	1269.93	145456.40	0.87%
Apr - 2022	1340.26	148233.23	0.90%
Mar - 2022	1314.37	147952.10	0.89%
Feb - 2022	1278.87	141318.35	0.90%
Jan - 2022	1311.47	144634.29	0.91%

2021

1367.20

145331.60

0.94%

Dec - 2021	1367.20	145331.60	0.94%
Nov - 2021	1335.15	138109.60	0.97%
Oct - 2021	1344.38	138049.48	0.97%
Sep - 2021	1352.34	135487.80	1.00%
Aug - 2021	1304.08	130063.32	1.00%
Jul - 2021	1262.93	122998.72	1.03%
Jun - 2021	1228.08	113966.58	1.08%
May - 2021	1208.76	108995.82	1.11%
Apr - 2021	1168.63	101180.94	1.15%
Mar - 2021	1187.82	97890.77	1.21%
Feb - 2021	1160.55	95056.43	1.22%
Jan - 2021	1143.32	88774.68	1.29%

2020

1223.35

87074.79

1.40%

Dec - 2020	1223.35	87074.79	1.40%
Nov - 2020	1185.98	78410.56	1.51%
Oct - 2020	1149.54	71179.12	1.61%
Sep - 2020	1166.57	68093.54	1.71%
Aug - 2020	1161.85	68601.85	1.69%
Jul - 2020	1145.29	65177.73	1.76%
Jun - 2020	1131.49	62364.34	1.81%
May - 2020	1073.19	58108.50	1.85%
Apr - 2020	1075.36	58981.31	1.82%
Mar - 2020	994.50	51838.98	1.92%
Feb - 2020	1232.01	66675.46	1.85%
Jan - 2020	1300.19	68411.85	1.90%

Tax Rate

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not included. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 20%. Any cess/surcharge is not included in the 20%.

Contact Details

Tata Asset Management Private Limited

1903, B-Wing, Parinee Crescenzo, G-Block, Bandra Kurla Complex, Bandra East Mumbai 400051
Tel no.: 022-6657 8282
Fax no.: 022-2261 3782
Website.: www.tatamutualfund.com

Forum

NITINPIMPALE
MF Investment Help
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10 days ago

purchase unit will adjust difference in NAV 10.263 View more

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  purchase unit will adjust difference in NAV 10.263
  
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krishna_ksvs
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22 days ago

View more

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The Fixed Income
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2 days ago

Invest in Stability with Long-Term Growth! 9.41% INDIA INFRASTRUCTURE FINANCE COMPANY LIMITED 2037 ✔️ Coupon: 9.41% ✔️ Rating: CARE AAA Stable ✔️ Tenor: 11y 9m (Maturity: 27/Jul/2037) Secured Bond | PSU Bond | High Return Bond | Listed Enjoy a secure, government-backed investment with steady returns over the long term. ???? Explore on The Fixed Income :https://www.thefixedincome.com/product/dUJHdFp3PT0=/941-india-infrastructure-finance-company-limited-2037?utm_source=Moneycontrol&utm_medium=Forum&utm_campaign=Product_list View more

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  Invest in Stability with Long-Term Growth! 9.41% INDIA INFRASTRUCTURE FINANCE COMPANY LIMITED 2037 ✔️ Coupon: 9.41% ✔️ Rating: CARE AAA Stable ✔️ Tenor: 11y 9m (Maturity: 27/Jul/2037) Secured Bond | PSU Bond | High Return Bond | Listed Enjoy a secure, government-backed investment with steady returns over the long term. ???? Explore on The Fixed Income :https://www.thefixedincome.com/product/dUJHdFp3PT0=/941-india-infrastructure-finance-company-limited-2037?utm_source=Moneycontrol&utm_medium=Forum&utm_campaign=Product_list
  
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shravanashok
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72 days ago

need your suggestion for sbi psu fund direct growth stay or switch View more

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  need your suggestion for sbi psu fund direct growth stay or switch
  
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ravisistla
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85 days ago

Dividend last declared by SBI Long Term Equity Fund - regular Plan -IDCW was in the year 2022. Is there any specific reason given by fund managers for non declaration of dividend. Please let me know. View more

Posted by : ravisistla
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  Dividend last declared by SBI Long Term Equity Fund - regular Plan -IDCW was in the year 2022. Is there any specific reason given by fund managers for non declaration of dividend. Please let me know.
  
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sunny85deol
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122 days ago

Hello sir, I have been invested in these funds since 2017. Last SIP was in 2021. As their NAV have grown so I was thinking of switching to other funds with lower NAV. View more

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  Hello sir, I have been invested in these funds since 2017. Last SIP was in 2021. As their NAV have grown so I was thinking of switching to other funds with lower NAV.
  
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