Tata India Consumer Fund - Growth - Direct Plan

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  • Net Change on 17-05-2024

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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 4.42 7.51 39.87 23.14 20.50 19.39
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 39.87 23.14 20.50 0.79 1,949.56
Aditya Birla Sun Life India Gennext Fund - Growth - Direct Plan Jan 01, 2013 33.17 20.95 20.39 0.78 5,010.28
Mirae Asset Great Consumer Fund - Direct Plan - Growth Jan 01, 2013 37.70 24.32 22.11 0.42 3,351.36
ICICI Prudential Bharat Consumption Fund - Direct Plan - Growth Option Apr 12, 2019 41.80 25.08 20.29 1.10 2,339.51
SBI CONSUMPTION OPPORTUNITIES FUND - DIRECT PLAN - GROWTH Jan 01, 2013 34.38 27.14 22.14 0.97 2,165.26
Canara Robeco Consumer Trends Fund - Direct Plan - Growth Jan 01, 2013 37.84 22.80 22.78 0.85 1,489.59

Fund Holdings as on 30-April-2024

  • ITC LTD

  • ZOMATO LTD

  • MARUTI SUZUKI INDIA LTD

  • TATA CONSUMER PRODUCTS LTD

  • CASH / NET CURRENT ASSET

  • RADICO KHAITAN LTD

  • NESTLE INDIA LTD

  • TITAN COMPANY LTD

  • TRENT LTD

  • METRO BRANDS LTD

  • HERO MOTOCORP LTD

  • POLYCAB INDIA LTD

  • BIKAJI FOODS INTERNATIONAL LTD

  • AVENUE SUPERMARTS LTD

  • ESCORTS KUBOTA LTD

  • DOMS INDUSTRIES LTD

  • RESTAURANT BRANDS ASIA LTD

  • DIXON TECHNOLOGIES (INDIA) LTD

  • UNITED SPIRITS LTD

  • GREENPANEL INDUSTRIES LTD

  • PB FINTECH LTD

  • CELLO WORLD LTD

  • AMBER ENTERPRISES INDIA LTD

  • PIDILITE INDUSTRIES LTD

  • VENUS PIPES & TUBES LTD

  • COLGATE-PALMOLIVE INDIA LTD

  • RAYMOND LTD

  • PRICOL LTD

  • CERA SANITARYWARE LTD

  • KAYNES TECHNOLOGY INDIA LTD

  • CAMPUS ACTIVEWEAR LTD

  • FLAIR WRITING INDUSTRIES LTD

  • GILLETTE INDIA LTD

  • B) REPO

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

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  • Retailing

  • Cigarettes/Tobacco

  • Consumer Food

  • Breweries & Distilleries

  • e-Commerce

  • Automobiles - Passenger Cars

  • Miscellaneous

  • Tea/Coffee

  • Diamond & Jewellery

  • Household & Personal Products

  • Printing & Stationery

  • Automobile Two & Three Wheelers

  • Cable

  • Automobiles-Tractors

  • Restaurants

  • Consumer Durables - Electronics

  • Wood & Wood Products

  • Fintech

  • Air Conditioners

  • Chemicals

  • Steel & Iron Products

  • Textile - Weaving

  • Auto Ancillary

  • Ceramics/Marble/Granite/Sanitaryware

  • Electronics - Components

  • Footwear

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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 ₹1,949.56 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 ₹0.43(0.98%)yesterday to ₹44.2618.

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

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