82
ConsumptionStrong Buy
Tata India Consumer
Tata · Direct–Growth · rank #1 of 25 by Smart Score
Data updated
Trailing returns
1 Year
0.4%
+5.1% vs index
3 Years
13.0%
+3.6% vs index
5 Years
11.5%
+3.6% vs index
Since launch
16.8%
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
+1.9%+8.0% vs index
Why this score
Tata India Consumer scores 82/100 — 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 10% of peers).
Each bar shows the fund's percentile vs Consumption peers — a longer bar beats more of the category.
5Y return11.48% · 95th percentile in category
3Y return13.01% · 88th percentile in category
Sharpe ratio0.51 · 93rd percentile in category
Volatility17.49 · 10th percentile in category
Alpha2.77 · 93rd percentile in category
Sortino ratio0.65 · 88th percentile in category
Top holdings
1.Zomato Ltd9.73%
2.Titan Company Ltd6.91%
3.Nestle India Ltd5.71%
4.Radico Khaitan Ltd5.54%
5.CarTrade Tech Ltd4.98%
35 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.