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TATA India Consumer Fund Regular Plan - Reinvestment of Income Distribution cum capital withdrawal option

Tata · Sectoral
Very High
₹40.06
Current NAV
25 Jun 2026
39.0%
1Y Return
26.0%
3Y CAGR
23.0%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.40).
  • Very large asset base (AUM: ₹10,450 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.2%) which can affect compounding over long horizons.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: Very High Risk
Low Moderate High Very High
Risk Metrics
1.40
Sharpe Ratio
1.00
Beta
-1.60
Alpha
1.54
Sortino
Fund Details
Fund House Tata
Category Sectoral
AUM ₹10450 Cr
Expense Ratio 2.20%
Min SIP ₹500
Min Lumpsum ₹1000
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