Fundalysisby DARKHORSESTOCKS

Scheme

Tata India Consumer Fund

Holds 35 companies worth ₹2,477 Cr in Sept 2026.

  • Fund house

    TataThe fund house that runs this scheme.

  • AUM

    ₹2,723 CrTata India Consumer Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Down 6.1% on Aug 2026, ₹2,901 Cr.

  • Largest holding

    Eternal LimitedEternal Limited is 9.7% of this scheme's NAV.

  • Fund manager

    Sonam UdasiRuns it since 1 Apr 2016, as the fund house dates it. With Aditya Bagul (fund manager).

AUM(Dec 2015 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 20262,723−6.1%
Aug 20262,901+3.1%
Jul 20262,815+4.1%
Jun 20262,703+4.7%
May 20262,583−0.3%
Apr 20262,591+14.4%
Mar 20262,264−9.1%
Feb 20262,491−1.6%
Jan 20262,532−5.2%
Dec 20252,671−0.5%
Nov 20252,685+0.9%
Oct 20252,660+5.1%
AUM at month end, Sept 2026
₹2,723 Cr
+2.4% since Oct 2025
Fig. 1.AUM at each month's end, ₹ crore; under All, the quarterly average since 2010. Source: AMFI.

Direct plans(Dec 2015 – Sept 2026)

Direct plans' share of AUM each quarter, and its change on the quarter before
4 quartersShareChange
Sept 202621.61%+0.30 pt
Jun 202621.31%+0.24 pt
Mar 202621.08%+0.02 pt
Dec 202521.05%+0.14 pt
Direct plans' share of AUM, Sept 2026
21.61%
+0.56 pt since Dec 2025
Fig. 2.Tata India Consumer Fund's quarterly average AUM in direct plans, which pay no distributor; changes in points. Source: AMFI.

Returns(9 Oct 2026)

Growth · Direct and Regular plans

To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty India Consumption TRI. * From NAVs. Source: AMFI. Click a column's header to sort by it.
1 month *
−3.38%−3.48%––−4.51%
3 months *
−1.46%−1.77%––−3.15%
6 months *
+11.71%+11.01%––+4.22%
1 year
+2.12%+0.86%−10.13%+12.24 pt+0.43%
3 years
+13.56%+12.14%+9.95%+3.62 pt+12.61%
5 years
+12.27%+10.85%+9.48%+2.79 pt+11.64%
10 years
+16.27%+14.63%+11.89%+4.38 pt+13.94%
Since launch
+16.79%+15.12%+12.12%+4.68 pt+13.17%
Fig. 3.To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty India Consumption TRI. * From NAVs. Source: AMFI.