- Mutual Funds
- TATA Mutual Fund
- Tata India Consumer Fund of (PIDCW-A)
Formerly Tata India Consumer Reg DP
Tata India Consumer Fund of (PIDCW-A)
₹ 34.9192
NAV (Apr 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).
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 34.9192
NAV (Apr 22)
Fund Returns
Last 1Y | 42.1% |
Last 3Y | 21.4% |
Last 5Y | 17.5% |
Last 10Y | NA |
Since Inception | 17.4% |
6 Month CAGR | 15.4% |
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 | 2.06 |
Launched (9y ago) | Dec 28, 2015 |
AUM in Crores | 1895.388 |
ISIN | INF277K011A0 |
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) | 15.7 |
Beta (3yr) | 0.89 |
Beta (5yr) | 0.93 |
Sharpe Ratio (3yr) | 1.048 |
Sharpe Ratio (5yr) | 0.742 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Tata India Consumer Fund of (PIDCW-A) | 11,37,424 | 4,04,812 | 17.5% | |
| 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
8.2%zomato ltd
6.8%maruti suzuki india ltd
6.1%cash / net current asset
6%tata consumer products ltd
5.9%Allocation by Sector
consumer cyclical
40%consumer defensive
35.7%industrials
9.3%basic materials
4.7%technology
2.5%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
Tata Asset Management Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
31.8% | 25.6% | ||
13% | 12.8% | ||
20.9% | 18.3% | ||
5.8% | 6.7% | ||
18.6% | 19.4% |
Tata India Consumer Fund of (PIDCW-A) Review
Tata India Consumer Fund of (PIDCW-A) is a Sectoral / Thematic - Consumption Equity fund and has delivered an annualised return of 17.4% over a period of 8 years. The fund was previously known as Tata India Consumer Reg DP. The fund is managed by Tata Asset Management Limited. The fund managers are Aditya Bagul, Sonam Udasi.
Nav of Tata India Consumer Fund of (PIDCW-A) as of 4/22/2024 is ₹34.92 with the total AUM as of 4/23/2024 is ₹1895.388. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata India Consumer Fund of (PIDCW-A) 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 of (PIDCW-A) 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 of (PIDCW-A) 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 of (PIDCW-A) is rated as a 2 fund in Equity and delivered 42.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Tata India Consumer Fund of (PIDCW-A).
Frequently Asked Questions
What is Tata India Consumer Fund of (PIDCW-A)?
How to invest in Tata India Consumer Fund of (PIDCW-A)?
You can invest in Tata India Consumer Fund of (PIDCW-A) 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 of (PIDCW-A)?
The minimum sip amount for Tata India Consumer Fund of (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Tata India Consumer Fund of (PIDCW-A) good to invest in?
As per Scripbox experts, Tata India Consumer Fund of (PIDCW-A) is a Neutral fund. You can investTata India Consumer Fund of (PIDCW-A) 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 of (PIDCW-A)?
The expense ratio of the Tata India Consumer Fund of (PIDCW-A) is 2.06% for regular plan.