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 Unrated 11.30 17.05 11.88 2.24 952.35
SBI CONSUMPTION OPPORTUNITIES FUND - REGULAR - GROWTH Jan 01, 2013 Unrated 1.19 13.32 9.00 2.49 711.23
ICICI Prudential FMCG Fund - Growth Mar 31, 1999 Unrated 6.70 14.14 9.24 2.59 512.38
UTI India Consumer Fund - Regular Plan - Growth Option Jul 30, 2007 Unrated 7.16 9.69 6.31 2.64 271.50
SBI Magnum COMMA Fund - REGULAR PLAN - Growth Aug 08, 2005 Unrated 10.88 5.71 8.66 2.59 252.10

Fund Holdings as on 30-November-2019

  • HINDUSTAN UNILEVER LTD

  • ITC LTD

  • JUBILANT FOODWORKS LTD

  • NESTLE INDIA LTD

  • BATA INDIA LTD

  • UNITED SPIRITS LTD

  • DABUR INDIA LTD

  • TATA GLOBAL BEVERAGES LTD

  • BAJAJ AUTO LTD

  • KANSAI NEROLAC PAINTS LTD

  • FUTURE RETAIL LTD

  • VST INDUSTRIES LTD

  • GLAXO SMITHKLINE CON HEALTHCAR LTD

  • TITAN COMPANY LTD

  • MRF LTD

  • PAGE INDUSTRIES LTD

  • TRENT LTD

  • VOLTAS LTD

  • MARUTI SUZUKI INDIA LTD

  • FUTURE CONSUMER LTD

  • RADICO KHAITAN LTD

  • SUN TV NETWORK LTD

  • GREENPLY INDUSTRIES LTD

  • EXIDE INDUSTRIES LTD

  • UNITED BREWERIES LTD

  • CASH / NET CURRENT ASSET

  • SUNDRAM FASTENERS LTD

  • ASHOK LEYLAND LTD

  • GODREJ CONSUMER PRODUCTS LTD

  • P & G HYGIENE & HEALTH CARE LTD

  • A) REPO

  • GREENPANEL INDUSTRIES LTD

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  • Household & Personal Products

  • Cigarettes/Tobacco

  • Consumer Food

  • Retailing

  • Breweries & Distilleries

  • Tea/Coffee

  • Automobile Two & Three Wheelers

  • Paints

  • Diamond & Jewellery

  • Tyres & Allied

  • Trading

  • Textile

  • Air Conditioners

  • Automobiles - Passenger Cars

  • Wood & Wood Products

  • TV Broadcasting & Software Production

  • Miscellaneous

  • Batteries

  • Automobiles-Trucks/Lcv

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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 ₹1,336.52 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 ₹0.09(0.5%)yesterday to ₹17.20.

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

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