- Mutual Funds
- TATA Mutual Fund
- Tata India Consumer Fund (Growth)
Tata India Consumer Fund (Growth)
₹ 32.1899
NAV (Sep 22)
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).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 32.1899
NAV (Sep 22)
Fund Returns
Last 1Y | 11.8% |
Last 3Y | 22.8% |
Last 5Y | 12.4% |
Last 10Y | NA |
Since Inception | 16.3% |
6 Month CAGR | 23.3% |
Scheme Information
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 | 2.09 |
Launched (8y ago) | Dec 28, 2015 |
AUM in Crores | 1625.048 |
ISIN | INF277K010A2 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty India Consumption TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 13.7 |
Standard Deviation (5yr) | 16.9 |
Beta (3yr) | 0.87 |
Beta (5yr) | 0.94 |
Sharpe Ratio (3yr) | 1.219 |
Sharpe Ratio (5yr) | 0.372 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Tata India Consumer Fund (Growth) | 9,94,775 | 2,62,163 | 12.4% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
itc ltd
9.2%nestle india ltd
6.6%cash / net current asset
6%jubilant foodworks ltd
5.4%trent ltd
5.1%Allocation by Sector
consumer defensive
46.5%consumer cyclical
32.9%basic materials
5.9%industrials
2.9%technology
2.4%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 11,197 cr | ||
₹ 11,862 cr | ||
₹ 17,630 cr | ||
₹ 10,089 cr | ||
₹ 9,392 cr |
About the AMC
Tata Asset Management Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
14.3% | 11.8% | ||
26.1% | 16.3% | ||
23.1% | 16.3% | ||
39.1% | 14.5% | ||
14.3% | 11.8% |
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 16.3% over a period of 7 years. The fund is managed by Tata Asset Management Limited. The fund manager’s name is Sonam Udasi.
Nav of Tata India Consumer Fund (G) as of 9/22/2023 is ₹32.19 with the total AUM as of 9/24/2023 is ₹1625.048. 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 IISL Nifty India Consumption TR INR.
Tata India Consumer Fund (G) is rated as a 2 fund in Equity and delivered 11.8% 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)?
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 2.09% for regular plan.