Tata India Consumer Fund (D)

Tata India Consumer Fund (D)

AMC Name: Tata Mutual Fund

Riskometer

High

Investment Objective

Bench Mark Nifty India Consumption TRI
Fund Manager Sonam Udasi
Fund Horizon OPEN
Inception Date 28-Dec-2015
Scheme AUM(CR) ` 1279.84
Minimum SIP/LUMPSUM ` 150/ ` 500
Increment SIP/LUMPSUM ` 0/ ` 0
SIP Dates 0
Entry Load 1.00% if redeemed on or before 12 months from the date of allotment.
Exit Load 1.00% if redeemed on or before 12 months from the date of allotment.
Expense Ratio 2.25

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month 0.59% 1.01%
3 Month -3.93% -3.45%
6 Month -4.57% -2.34%
1 Year -17.49% -13.92%
3 Year 12.86% 6.81%
5 Year 0.00% 9.33%
Since Inception 13.55% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others