Tata India Consumer Fund - Growth - Regular Plan

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Fund Overview Growth | Regular 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
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.)
Mirae Asset Great Consumer Fund - Regular Plan - Growth option Mar 29, 2011 7.72 5.11 8.65 2.21 939.55
SBI CONSUMPTION OPPORTUNITIES FUND - REGULAR - GROWTH Jan 01, 2013 -6.66 -0.36 4.97 2.64 541.82
ICICI Prudential FMCG Fund - Growth Mar 31, 1999 5.29 6.15 8.17 2.61 533.05
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth Feb 03, 2015 14.55 0.15 5.08 2.62 472.59
UTI India Consumer Fund - Regular Plan - Growth Option Jul 30, 2007 11.40 3.05 4.68 2.53 247.03

Fund Holdings as on 30-June-2020

  • HINDUSTAN UNILEVER LTD

  • REPO

  • DABUR INDIA LTD

  • TATA CONSUMER PRODUCTS LTD

  • NESTLE INDIA LTD

  • TITAN COMPANY LTD

  • JUBILANT FOODWORKS LTD

  • UNITED SPIRITS LTD

  • MRF LTD

  • ASIAN PAINTS (INDIA) LTD

  • KANSAI NEROLAC PAINTS LTD

  • TRENT LTD

  • VOLTAS LTD

  • BATA INDIA LTD

  • ESCORTS LTD

  • MARUTI SUZUKI INDIA LTD

  • RADICO KHAITAN LTD

  • DIXON TECHNOLOGIES (INDIA) LTD

  • BAJAJ AUTO LTD

  • WHIRLPOOL OF INDIA LTD

  • P & G HYGIENE & HEALTH CARE LTD

  • BRITANNIA INDUSTRIES LTD

  • CCL PRODUCTS INDIA LTD

  • EXIDE INDUSTRIES LTD

  • PAGE INDUSTRIES LTD

  • EICHER MOTORS LTD

  • VST INDUSTRIES LTD

  • GREENPLY INDUSTRIES LTD

  • SUN TV NETWORK LTD

  • AMBER ENTERPRISES INDIA LTD

  • GREENPANEL INDUSTRIES LTD

  • NET CURRENT LIABILITIES

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  • Household & Personal Products

  • Consumer Food

  • Miscellaneous

  • Paints

  • Tea/Coffee

  • Retailing

  • Breweries & Distilleries

  • Diamond & Jewellery

  • Air Conditioners

  • Tyres & Allied

  • Automobiles-Tractors

  • Automobiles - Passenger Cars

  • Automobile Two & Three Wheelers

  • Consumer Durables - Electronics

  • Consumer Durables - Domestic Appliances

  • Wood & Wood Products

  • Batteries

  • Textile

  • Cigarettes/Tobacco

  • 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 ₹1,131.49 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 up ₹0.18(1.04%)yesterday to ₹17.373.

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