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TATA Mutual Fund

Tata India Consumer Fund (Growth)

EquitySectoral / Thematic - Consumption

40.9481

NAV (Jun 14)

19.1%
5 Year CAGR
Scripbox Opinion
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 ->

Fund Size

Category Leader

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

Outperformance Consistency

Neutral

The performance of the fund on a Outperformance Consistency metric has been Neutral

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

40.9481

NAV (Jun 14)

Fund Returns

Last 1Y
35%
Last 3Y
20.6%
Last 5Y
19.7%
Last 10Y
NA
Since Inception
18.1%
6 Month CAGR
14.5%

Scheme Information

Investment Objective

The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its assets in equity/equity related instruments of the companies in the Consumption Oriented sectors in India.However,there is no assurance or guarantee that the investment objective of the Scheme will be achieved.The Scheme does not assure or guarantee any returns.

Expense Ratio
2.06
Launched (9y ago)
Dec 28, 2015
AUM in Crores
1941.766
ISIN
INF277K010A2
Lock-in
No Lock-in
Benchmark
Nifty India Consumption TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
13
Standard Deviation (5yr)
15.6
Beta (3yr)
0.9
Beta (5yr)
0.92
Sharpe Ratio (3yr)
1
Sharpe Ratio (5yr)
0.822
YTM
0
Fund Managers

Sonam Udasi

Fund Manager

Aditya Bagul

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Tata India Consumer Fund (Growth)70%11,87,405 4,54,79319.1%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-06-14

Top Stock Holdings

itc ltd

9.3%
9.3%

zomato ltd

8%
8%

maruti suzuki india ltd

5.9%
5.9%

tata consumer products ltd

5.5%
5.5%

nestle india ltd

5.2%
5.2%
See all holdings

Allocation by Sector

consumer cyclical

37%
37%

consumer defensive

36.2%
36.2%

industrials

12.2%
12.2%

basic materials

6.7%
6.7%

technology

2.6%
2.6%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 15,161 cr

₹ 19,454 cr

₹ 22,620 cr

₹ 55,459 cr

₹ 42,669 cr

amc-img

About the AMC

Tata Asset Management Limited

Tata Asset Management Limited manages assets worth 155,537 crores and was set up on 15 March 1994. It's current offering of mutual fund schemes includes 71 equity,114 debt and 17 hybrid funds.amc-img
phone-img022-66578282
Fund NameScripbox Opinion
Till Date CAGR

12.6%

13.2%

27%

27%

18.5%

19%

5.9%

6.7%

17.6%

19.6%

Tata India Consumer Fund (G) Review

Tata India Consumer Fund (G) is a Sectoral / Thematic - Consumption Equity fund and has delivered an annualised return of 18% over a period of 8 years. The fund is managed by Tata Asset Management Limited. The fund managers are Aditya Bagul, Sonam Udasi.

Nav of Tata India Consumer Fund (G) as of 6/14/2024 is ₹40.95 with the total AUM as of 6/15/2024 is ₹1941.766. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata India Consumer Fund (G) was launched on Dec 28, 2015. The category risk of the fund is Very High Risk.

The minimum SIP amount for Tata India Consumer Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Tata India Consumer Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty India Consumption TR INR.

Tata India Consumer Fund (G) is rated as a 2 fund in Equity and delivered 36% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Tata India Consumer Fund (G).

Frequently Asked Questions

What is Tata India Consumer Fund (G)?

Tata India Consumer Fund (G) is a Sectoral / Thematic - Consumption Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Tata India Consumer Fund (G)?

You can invest in Tata India Consumer Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Tata India Consumer Fund (G)?

The minimum sip amount for Tata India Consumer Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Tata India Consumer Fund (G) good to invest in?

As per Scripbox experts, Tata India Consumer Fund (G) is a Neutral fund. You can investTata India Consumer Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Tata India Consumer Fund (G)?

The expense ratio of the Tata India Consumer Fund (G) is 2.06% for regular plan.