83
ConsumptionStrong Buy
Tata India Consumer
Tata · Direct–Growth · rank #2 of 25 by Smart Score
Data updated
Trailing returns
1 Year
6.0%
+2.9% vs index
3 Years
15.6%
+4.0% vs index
5 Years
14.4%
+4.1% vs index
Since launch
17.4%
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
+6.3%+8.4% vs index
Why this score
Tata India Consumer scores 83/100 — #2 of 25 Consumption fund (Strong Buy). It stands out for 3y return and 5y return — beating 96% of peers on 3y 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.
3Y return15.58% · 96th percentile in category
5Y return14.44% · 95th percentile in category
Sharpe ratio0.63 · 93rd percentile in category
Volatility16.92 · 13th percentile in category
Sortino ratio0.94 · 93rd percentile in category
Alpha2.33 · 88th percentile in category
Top holdings
1.Zomato Ltd8.9%
2.Titan Company Ltd6.86%
3.Nestle India Ltd6.13%
4.Radico Khaitan Ltd5.32%
5.CarTrade Tech Ltd4.44%
35 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.