81
ConsumptionStrong Buy
Tata India Consumer
Tata · Direct–Growth · rank #1 of 25 by Smart Score
Data updated
Trailing returns
1 Year
2.5%
+4.6% vs index
3 Years
14.4%
+4.6% vs index
5 Years
13.4%
+3.9% vs index
Since launch
17.2%
Year-by-year performance
2021
+29.2%-1.4% vs index
2022
+2.4%-1.4% vs index
2023
+37.5%+10.9% vs index
2024
+28.3%+12.6% vs index
2025
-0.9%-8.6% vs index
2026
+4.6%+8.3% vs index
Why this score
Tata India Consumer scores 81/100 — the top-rated Consumption fund of 25 (Strong Buy). It stands out for 5y return and 3y return — beating 95% of peers on 5y return. The main drag is its volatility (better than only 13% of peers).
Each bar shows the fund's percentile vs Consumption peers — a longer bar beats more of the category.
5Y return13.36% · 95th percentile in category
3Y return14.39% · 88th percentile in category
Sharpe ratio0.67 · 93rd percentile in category
Volatility16.97 · 13th percentile in category
Sortino ratio0.79 · 88th percentile in category
Fund size2900.93 Cr · 86th percentile in category
Top holdings
1.Zomato Ltd9.36%
2.Titan Company Ltd6.97%
3.Nestle India Ltd5.9%
4.Radico Khaitan Ltd5.34%
5.CarTrade Tech Ltd4.74%
36 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.