Tata India Consumer Fund
Direct · Growth ₹52.74
18 Jun 2026
NAV
17.4%
3Y CAGR
18.0%
5Y CAGR
17.7%
10Y CAGR
17.6%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
25.58
Sharpe
-32.5%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.92 L | 20.0% | -43.5% | 71.6% |
| 3 Years | ₹36.00 L | ₹46.29 L | 16.8% | -15.1% | 38.5% |
| 5 Years | ₹60.00 L | ₹93.18 L | 18.4% | 8.8% | 31.2% |
| 7 Years | ₹84.00 L | ₹1.59 Cr | 18.2% | 12.8% | 25.0% |
| 10 Years | ₹1.20 Cr | ₹2.74 Cr | 16.2% | 13.6% | 18.4% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 20.0% | 14.5% | 13.5% | +5.4% |
| 3 Years | 16.8% | 11.2% | 17.4% | +5.6% |
| 5 Years | 18.4% | 10.4% | 17.1% | +8.0% |
| 7 Years | 18.2% | 10.6% | 16.6% | +7.6% |
| 10 Years | 16.2% | 11.5% | 16.9% | +4.7% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 19.9% | 15.8% | -23.4% | 82.7% | 0.68 | 2.58 | 86% | — | — |
| 3 Years | 17.4% | 18.9% | 2.2% | 28.4% | 1.89 | 27.94 | 100% | — | — |
| 5 Years | 18.0% | 18.6% | 9.2% | 26.7% | 2.66 | — | 100% | — | — |
| 10 Years | 17.7% | 17.7% | 16.6% | 18.8% | 25.58 | — | 100% | — | — |
-32.5%
Max Drawdown
19 mo
Drawdown Duration
8 mo
Recovery Time
-6.1%
Avg Drawdown
Calmar Ratio by Duration
0.61
1Y
0.54
3Y
0.55
5Y
0.52
7Y
0.55
10Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +9.18 | 0.91 | 84.2% | 71.9% | 6.9% | -3.1% |
| 3 Years | +7.23 | 0.80 | 81.8% | 70.6% | 15.5% | 8.7% |
| 5 Years | +7.07 | 0.79 | 80.1% | 69.5% | 15.5% | 8.9% |
| 7 Years | +7.24 | 0.75 | 75.8% | 66.5% | 17.1% | 10.9% |
| 10 Years | +7.53 | 0.77 | 80.2% | 70.3% | 17.8% | 11.4% |
| 12 Years | +5.81 | 0.77 | 79.8% | 70.5% | 14.8% | 9.7% |
| 15 Years | +4.24 | 0.77 | 79.8% | 70.5% | 11.7% | 7.7% |
34
Total Holdings
50.8%
Top 10 Weight
13
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | ETERNAL LTD | 8.03% |
| 2 | TITAN COMPANY LTD | 7.53% |
| 3 | NESTLE INDIA LTD | 6.29% |
| 4 | VARUN BEVERAGES LTD | 5.35% |
| 5 | RADICO KHAITAN LTD | 5.09% |
| 6 | TATA CONSUMER PRODUCTS LTD | 4.81% |
| 7 | BSE LTD | 4.05% |
| 8 | UNITED SPIRITS LTD | 3.32% |
| 9 | ITC LTD | 3.23% |
| 10 | CARTRADE TECH LTD | 3.09% |