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
Tata India Consumer Fund-Regular Plan-Growth -1.35 -0.71 6.96 17.34 10.36 15.89
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty India 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-Regular Plan-Growth Dec 28, 2015 6.96 17.34 10.36 2.21 1,471.64
Aditya Birla Sun Life India Gennext Fund-Growth Option Aug 05, 2005 7.96 17.72 13.47 2.17 3,276.56
Mirae Asset Great Consumer Fund - Regular Plan - Growth option Mar 29, 2011 10.34 17.80 13.43 2.06 2,045.97
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) May 12, 2006 13.27 15.18 8.43 2.25 1,250.68
ICICI Prudential FMCG Fund - Growth Mar 31, 1999 22.73 16.71 13.09 2.27 1,189.34
SBI CONSUMPTION OPPORTUNITIES FUND - REGULAR - GROWTH Jan 01, 2013 16.86 21.79 12.88 2.34 1,166.58

Fund Holdings as on 31-October-2022

  • ITC LTD

  • JUBILANT FOODWORKS LTD

  • TITAN COMPANY LTD

  • ASIAN PAINTS (INDIA) LTD

  • TRENT LTD

  • RADICO KHAITAN LTD

  • NESTLE INDIA LTD

  • HAVELLS INDIA LTD

  • B) REPO

  • METRO BRANDS LTD

  • TATA CONSUMER PRODUCTS LTD

  • DABUR INDIA LTD

  • GREENPANEL INDUSTRIES LTD

  • UNITED SPIRITS LTD

  • EICHER MOTORS LTD

  • CERA SANITARYWARE LTD

  • HERO MOTOCORP LTD

  • ZEE ENTERTAINMENT ENTERPRISES LTD

  • ESCORTS KUBOTA LTD

  • DIXON TECHNOLOGIES (INDIA) LTD

  • WESTLIFE DEVELOPMENT LTD

  • BRITANNIA INDUSTRIES LTD

  • AVENUE SUPERMARTS LTD

  • ASTRAL LTD (ERSTWHILE ASTRAL POLY TECHNIK LTD)

  • CENTURY PLYBOARDS (INDIA) LTD

  • VARUN BEVERAGES LTD

  • BARBEQUE NATION HOSPITALITY LTD

  • ZYDUS WELLNESS LTD

  • BAJAJ ELECTRICALS LTD

  • POLYCAB INDIA LTD

  • ELECTRONICS MART INDIA LTD

  • SOMANY CERAMICS LTD

  • ** 05.50 % BRITANNIA INDUSTRIES LTD - 03/06/2024

  • NET CURRENT LIABILITIES

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  • Consumer Food

  • Retailing

  • Cigarettes/Tobacco

  • Breweries & Distilleries

  • Diamond & Jewellery

  • Paints

  • Automobile Two & Three Wheelers

  • Wood & Wood Products

  • Electric Equipment

  • Miscellaneous

  • Tea/Coffee

  • Household & Personal Products

  • Hotel, Resort & Restaurants

  • Ceramics/Marble/Granite/Sanitaryware

  • TV Broadcasting & Software Production

  • Automobiles-Tractors

  • Consumer Durables - Electronics

  • Plastic Products

  • Consumer Durables - Domestic Appliances

  • Cable

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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 ₹1,471.64 crore. Tata India Consumer Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty India Consumption - TRI as secondary index.

The NAV of Tata India Consumer Fund ended down ₹-0.11(-0.38%)yesterday to ₹27.8631.

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

The Tata India Consumer Fund is managed by Sonam Udasi .

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