Tata India Consumer Fund – Direct Growth

Equity · Sectoral / Thematic
 · ★★
₹ 100
Min SIP
₹ 5,000
Min Lumpsum
0.8 %
Expense Ratio
★★
Rating
1,895
Fund Size (in Cr)
8 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 12 April 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 47.3% 21.6% 19.1% 19.3%
Category Average 41.2% 21.6% 17.2% -

Scheme Allocation

By Holding
By Sector
By Asset
ITC
8.16%
6.79%
5.88%
Others
67.17%
View all Holdings
Holdings Sector Instrument Asset
ITC Tobacco Products Equity 8.16%
Zomato Ltd E-Commerce/App based Aggregator Equity 6.79%
Maruti Suzuki Automobile Equity 6.14%
Nestle India FMCG Equity 5.88%
Tata Consumer Plantation & Plantation Products Equity 5.86%
Radico Khaitan Alcoholic Beverages Equity 5.76%
Titan Company Diamond, Gems and Jewellery Equity 5.42%
Trent Retail Equity 4.81%
Hero Motocorp Automobile Equity 4.04%
Metro Brands Leather Equity 3.73%
Avenue Super. Retail Equity 3.36%
Bikaji Foods FMCG Equity 2.83%
Restaurant Brand Quick Service Restaurant Equity 2.6%
Polycab India Cables Equity 2.57%
Dixon Technolog. Consumer Durables Equity 2.5%
Doms Industries Printing & Stationery Equity 2.22%
United Spirits Alcoholic Beverages Equity 2.15%
Greenpanel Inds. Plywood Boards/Laminates Equity 2.08%
PB Fintech. IT - Software Equity 1.79%
Escorts Kubota Automobile Equity 1.49%
Pidilite Inds. Chemicals Equity 1.43%
Cello World Trading Equity 1.43%
Amber Enterp. Consumer Durables Equity 1.43%
Kaynes Tech Consumer Durables Equity 1.21%
Venus Pipes Steel Equity 1.2%
Colgate-Palmoliv FMCG Equity 1.16%
Cera Sanitary. Ceramic Products Equity 1.07%
Pricol Ltd Auto Ancillaries Equity 1.06%
Raymond Textiles Equity 1.03%
Campus Activewe. Leather Equity 0.86%
Flair Writing Printing & Stationery Equity 0.7%
Westlife Food Quick Service Restaurant Equity 0.64%
Gillette India FMCG Equity 0.52%
Consumer Durables
20.22%
Retailing
13.12%
Food Products
9.1%
Automobiles
8.74%
Beverages
7.58%
Others
41.24%
View all Sectors
Sectors Asset
Consumer Durables 20.22%
Retailing 13.12%
Food Products 9.1%
Automobiles 8.74%
Beverages 7.58%
Diversified FMCG 7.35%
Cash & Others 7.01%
Agricultural Food & other 6.49%
Leisure Services 3.88%
Industrial Products 3.86%
Household Products 2.99%
Financial Technology (Fin 1.9%
Personal Products 1.63%
Agricultural, Commercial 1.57%
Chemicals & Petrochemical 1.33%
Industrial Manufacturing 1.27%
Textiles & Apparels 1.07%
Auto Components 0.63%
Debt 0.26%
Equity
93.92%
Net Curr Ass/Net Receivables
5.93%
Reverse Repos
0.14%
Non Convertable Debenture
0.01%

Advance Ratio

2.27
Alpha
3.8
SD
0.89
Beta
1.05
Sharpe

Exit Load

Exit Load 0.25% of NAV if redeemed/switched out before 30 Days from the date of allotment.

Fund Objective

To seek long term capital appreciation by investing at least 80% of its net assets in equity/equity related instruments of the companies in the Consumption Oriented sector in India.

Fund Managers

Sonam Udasi

Boasting combined expertise of over 24 years in equity research, Sonam Udasi has served Tata Asset Management as a senior fund manager since 2016. He had joined back in 2014 as Head Research. Before joining Tata, he served IDBI Capital Market Services as the Research Head for four years. He presently manages assets over INR 12,800 crores across schemes like Tata Retirement Savings Fund, Tata India Consumer Fund, etc.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Tata Mutual Fund
AUM:
1,47,271 Cr
Address:
1903, B-Wing, Parinee Crescenzo, G-Block, Bandra Kurla Complex, Bandra East Mumbai - 400051
Contact:
6657 8282.
Email ID:
service@tataamc.com

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Frequently Asked Questions

How to invest in Tata India Consumer Fund – Direct Growth ?

You can invest in Tata India Consumer Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Tata India Consumer Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Tata India Consumer Fund – Direct Growth ?

The NAV of Tata India Consumer Fund – Direct Growth is ₹42.6 as of 12 April 2024.

How to redeem Tata India Consumer Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Tata India Consumer Fund – Direct Growth?

The minimum SIP amount of Tata India Consumer Fund – Direct Growth is ₹100

What are the top sectors Tata India Consumer Fund – Direct Growth has invested in?

The top sectors Tata India Consumer Fund – Direct Growth has invested in are
  1. Consumer Durables - 20.22%
  2. Retailing - 13.12%
  3. Food Products - 9.1%
  4. Automobiles - 8.74%
  5. Beverages - 7.58%

Can I make investments in both the SIP and Lump Sum schemes of Tata India Consumer Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of Tata India Consumer Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have Tata India Consumer Fund – Direct Growth generated ?

The Tata India Consumer Fund – Direct Growth has delivered 19.3% since inception

What is the expense ratio of Tata India Consumer Fund – Direct Growth ?

The expense ratio of Tata India Consumer Fund – Direct Growth is 0.8 % as of 12 April 2024.

What is the AUM of Tata India Consumer Fund – Direct Growth?

The AUM of Tata India Consumer Fund – Direct Growth is ₹1,47,271 Cr as of 12 April 2024

What are the top stock holdings of Tata India Consumer Fund – Direct Growth?

The top stock holdings of Tata India Consumer Fund – Direct Growth are
  1. ITC - 8.16%
  2. Zomato Ltd - 6.79%
  3. Maruti Suzuki - 6.14%
  4. Nestle India - 5.88%
  5. Tata Consumer - 5.86%

How can I redeem my investments in Tata India Consumer Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Tata India Consumer Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now