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  • Tata India Consumer Fund (Growth)
TATA Mutual Fund

Tata India Consumer Fund (Growth)

EquitySectoral / Thematic - Consumption

36.6141

NAV (Feb 23)

17%
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

36.6141

NAV (Feb 23)

Fund Returns

Last 1Y
39%
Last 3Y
19.9%
Last 5Y
17%
Last 10Y
NA
Since Inception
17.2%
6 Month CAGR
15.5%

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
1841.664
ISIN
INF277K010A2
Lock-in
No Lock-in
Benchmark
Nifty India Consumption TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
13.2
Standard Deviation (5yr)
15.8
Beta (3yr)
0.88
Beta (5yr)
0.93
Sharpe Ratio (3yr)
1.138
Sharpe Ratio (5yr)
0.739
YTM
0
Fund Managers

Sonam Udasi

Fund Manager

Aditya Bagul

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Tata India Consumer Fund (Growth)70%11,22,346 3,89,73417%
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 2024-02-23

Top Stock Holdings

itc ltd

9.1%
9.1%

cash / net current asset

8.6%
8.6%

nestle india ltd

6.2%
6.2%

tata consumer products ltd

6.1%
6.1%

radico khaitan ltd

5.7%
5.7%
See all holdings

Allocation by Sector

consumer defensive

39%
39%

consumer cyclical

34.9%
34.9%

industrials

8.1%
8.1%

basic materials

4%
4%

technology

3.4%
3.4%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 16,033 cr

₹ 13,846 cr

₹ 20,949 cr

₹ 11,823 cr

₹ 9,962 cr

About the AMC

Tata Asset Management Limited

Tata Asset Management Limited manages assets worth 147,708 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
022-66578282
service@tataamc.com
Fund NameScripbox Opinion
Till Date CAGR

12.7%

13.1%

21.3%

18.2%

19.2%

16.5%

32.4%

15.6%

21.3%

18.1%

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 17.2% 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 2/23/2024 is ₹36.61 with the total AUM as of 2/25/2024 is ₹1841.664. 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 39% 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.