Tata India Consumer Fund - Growth - Direct Plan

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Fund Overview Growth | Direct Plan

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Fund Objective

The investment objective of the Scheme is to provide long term capital appreciation by investing predominantly 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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Tata India Consumer Fund-Direct Plan-Growth 4.31 21.11 20.96 7.08 19.14 18.10
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY CONSUMPTION - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Tata India Consumer Fund-Direct Plan-Growth Dec 28, 2015 20.96 7.08 19.14 0.88 1,223.35
Mirae Asset Great Consumer Fund - Direct Plan - Growth Jan 01, 2013 14.76 9.71 18.01 0.58 1,092.25
ICICI Prudential FMCG Fund - Direct Plan - Growth Jan 01, 2013 10.08 8.54 13.82 1.88 573.76
Aditya Birla Sun Life Manufacturing Equity Fund - Direct Plan - Growth Feb 03, 2015 25.86 3.36 13.55 1.73 544.84
UTI India Consumer Fund - Direct Plan - Growth Option Jan 01, 2013 17.35 7.44 13.03 2.11 298.39
Nippon India Consumption Fund - Direct Plan Growth Plan - Growth Option Jan 01, 2013 25.99 7.25 10.87 1.87 112.88

Fund Holdings as on 31-December-2020

  • HINDUSTAN UNILEVER LTD

  • ITC LTD

  • DABUR INDIA LTD

  • TITAN COMPANY LTD

  • TATA CONSUMER PRODUCTS LTD

  • JUBILANT FOODWORKS LTD

  • ASIAN PAINTS (INDIA) LTD

  • KANSAI NEROLAC PAINTS LTD

  • UNITED SPIRITS LTD

  • VOLTAS LTD

  • NESTLE INDIA LTD

  • BRITANNIA INDUSTRIES LTD

  • DIXON TECHNOLOGIES (INDIA) LTD

  • TRENT LTD

  • RADICO KHAITAN LTD

  • BATA INDIA LTD

  • MRF LTD

  • WHIRLPOOL OF INDIA LTD

  • ESCORTS LTD

  • MARUTI SUZUKI INDIA LTD

  • VARUN BEVERAGES LTD

  • (A) TREPS

  • CCL PRODUCTS INDIA LTD

  • GREENPANEL INDUSTRIES LTD

  • VST INDUSTRIES LTD

  • AMBER ENTERPRISES INDIA LTD

  • SUN TV NETWORK LTD

  • GREENPLY INDUSTRIES LTD

  • NET CURRENT LIABILITIES

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  • Consumer Food

  • Household & Personal Products

  • Cigarettes/Tobacco

  • Paints

  • Breweries & Distilleries

  • Diamond & Jewellery

  • Air Conditioners

  • Retailing

  • Consumer Durables - Electronics

  • Wood & Wood Products

  • Tyres & Allied

  • Consumer Durables - Domestic Appliances

  • Automobiles-Tractors

  • Automobiles - Passenger Cars

  • Tea/Coffee

  • Miscellaneous

  • TV Broadcasting & Software Production

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About Tata India Consumer Fund

Scheme Analysis

Tata India Consumer Fund is a Equity - Sectoral Fund - Consumption fund and belongs to Tata Mutual Fund. It was launched on 28-Dec-2015 and currently has an AUM of ₹1,223.35 crore. Tata India Consumer Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY CONSUMPTION - TRI as secondary index.

The NAV of Tata India Consumer Fund ended down ₹-0.28(-1.2%)yesterday to ₹23.1851.

Among its top 3 holdings the fund has exposure to HINDUSTAN UNILEVER LTD, and

The Tata India Consumer Fund is managed by Sonam Udasi and Ennettee Fernandes.

Fund House Contact

1903, B Wing, Parinee Crescenzo, G Block, Bandra Kurla Complex, Bandra East, Mumbai - 400 051

+91 (22) 66578282
kiran@tataamc.com
+91 (22) 22613782