TATA Mutual Fund

Tata India Consumer Fund Direct Plan Growth

₹ 48.34

NAV (Apr 30)

23.541%
5 Year CAGR
Scripbox Opinion
neutral-badge
Neutral
Click here for top ranked funds in sectoral / thematic - consumption mutual funds.

Sectoral / Thematic - Consumption funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Poor

The performance of the fund on a Downside Protection Measure metric has been Poor

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size metric

Scheme Information

Investment Objective

The scheme seeks long term capital appreciation by investing atleast 80% of it's net assets in equity/equity related instruments of the companies in the Consumption Oriented sectors in India.

Expense Ratio
0.79 %
Launched 9Y ago
2015-12-28
AUM in Crores
2208.3
ISIN
INF277K013A6
Lock-in (days)
No Lock-in
Benchmark
NIFTY India Consumption Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
16.2
Beta
0.9
Sharpe Ratio
0.7
YTM
-
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

ITC Ltd.

9.53%
9.53%

Zomato Ltd.

8.98%
8.98%

Nestle India Ltd.

5.41%
5.41%

Maruti Suzuki India Ltd.

5.39%
5.39%

Radico Khaitan Ltd.

4.84%
4.84%
See all holdings
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Allocation by Sector

Consumer Staples

36.71%
36.71%

Services

21.75%
21.75%

Consumer Discretionary

14.02%
14.02%

Capital Goods

8.16%
8.16%

Automobile

6.11%
6.11%
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Frequently Asked Questions

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