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).
The fund has been a Category Leader on the Fund Size metric
The performance of the fund on a Outperformance Consistency metric has been Neutral
NAV (Sep 22)
6 Month CAGR
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.
Launched (8y ago)
Dec 28, 2015
AUM in Crores
IISL Nifty India Consumption TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|Tata India Consumer Fund (Growth)||9,94,775||2,62,163||12.4%|
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.
nestle india ltd6.6%
cash / net current asset6%
jubilant foodworks ltd5.4%
|Fund Name||Fund Size||Outperformance Consistency|
₹ 11,197 cr
₹ 11,862 cr
₹ 17,630 cr
₹ 10,089 cr
₹ 9,392 cr
Tata Asset Management Limited
|Fund Name||Scripbox Opinion||Till Date CAGR|
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).
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.