Tata India Consumer Fund - Growth - Direct Plan

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  • Net Change on 11-10-2024

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Fund Overview Growth | Direct Plan

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  • Minimum Addl Investment (₹)

  • Exit Load (%)

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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 0.09 10.70 45.38 21.15 24.33 21.03
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-Direct Plan-Growth Dec 28, 2015 45.38 21.15 24.33 0.73 2,521.62
Aditya Birla Sun Life India Gennext Fund - Growth - Direct Plan Jan 01, 2013 39.23 18.41 22.97 0.73 6,303.61
Mirae Asset Great Consumer Fund - Direct Plan - Growth Jan 01, 2013 44.55 23.30 25.55 0.42 4,496.23
SBI CONSUMPTION OPPORTUNITIES FUND - DIRECT PLAN - GROWTH Jan 01, 2013 44.40 26.79 26.65 0.89 3,100.76
ICICI Prudential Bharat Consumption Fund - Direct Plan - Growth Option Apr 12, 2019 41.12 22.97 23.05 1.13 2,894.85
Nippon India Consumption Fund - Direct Plan Growth Plan - Growth Option Jan 01, 2013 43.98 23.69 27.63 0.77 2,023.15

Fund Holdings as on 30-September-2024

  • ITC LTD

  • ZOMATO LTD

  • NESTLE INDIA LTD

  • MARUTI SUZUKI INDIA LTD

  • RADICO KHAITAN LTD

  • TATA CONSUMER PRODUCTS LTD

  • BIKAJI FOODS INTERNATIONAL LTD

  • TRENT LTD

  • DOMS INDUSTRIES LTD

  • DIXON TECHNOLOGIES (INDIA) LTD

  • AVENUE SUPERMARTS LTD

  • METRO BRANDS LTD

  • RESTAURANT BRANDS ASIA LTD

  • CASH / NET CURRENT ASSET

  • HERO MOTOCORP LTD

  • TITAN COMPANY LTD

  • DABUR INDIA LTD

  • GREENPANEL INDUSTRIES LTD

  • JYOTHY LABS LTD

  • UNITED SPIRITS LTD

  • POLYCAB INDIA LTD

  • PG ELECTROPLAST LTD

  • INDIAN RAILWAY CATERING AND TOURISM CORPORATION LTD

  • VOLTAS LTD

  • KAYNES TECHNOLOGY INDIA LTD

  • PB FINTECH LTD

  • BAJAJ AUTO LTD

  • AMBER ENTERPRISES INDIA LTD

  • BERGER PAINTS INDIA LTD

  • PIDILITE INDUSTRIES LTD

  • BSE LTD

  • CAMPUS ACTIVEWEAR LTD

  • CELLO WORLD LTD

  • TEAMLEASE SERVICES LTD

  • ASTRAL LTD (ERSTWHILE ASTRAL POLY TECHNIK LTD)

  • GODREJ AGROVET LTD

  • PRICOL LTD

  • SPICEJET LTD

  • FLAIR WRITING INDUSTRIES LTD

  • RAYMOND LIFESTYLE LTD

  • RAYMOND LTD

  • GILLETTE INDIA LTD

  • A) REPO

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  • Cigarettes/Tobacco

  • Consumer Food

  • Retailing

  • e-Commerce

  • Breweries & Distilleries

  • Household & Personal Products

  • Automobiles - Passenger Cars

  • Tea/Coffee

  • Printing & Stationery

  • Automobile Two & Three Wheelers

  • Air Conditioners

  • Consumer Durables - Electronics

  • Miscellaneous

  • Restaurants

  • Diamond & Jewellery

  • Wood & Wood Products

  • Cable

  • Consumer Durables - Domestic Appliances

  • Travel Services

  • Electronics - Components

  • Fintech

  • Chemicals

  • Paints

  • Finance - Others

  • Footwear

  • Professional Services

  • Plastic Products

  • Animal Feed

  • Auto Ancillary

  • Airlines

  • Textile

  • Textile - Weaving

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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 ₹2,521.62 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 up ₹0.07(0.12%)yesterday to ₹53.595.

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

The Tata India Consumer Fund is managed by Sonam Udasi and Aditya Bagul.

Fund House Contact

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

022 6282 7777
service@tataamc.com
+91 (22) 22613782