Tata India Consumer Fund - IDCW - Direct Plan

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  • (-0.29%)Nav, as on 21-05-2025

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Fund Overview IDCW | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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 - Payout of Income Distribution cum capital withdrawal option 1.56 6.27 11.50 22.56 25.57 18.51
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 - Payout of Income Distribution cum capital withdrawal option Dec 28, 2015 11.50 22.56 25.57 0.76 2,324.86
Aditya Birla Sun Life India Gennext Fund -DIRECT - IDCW Jan 01, 2013 10.70 19.96 25.49 0.82 5,966.93
Mirae Asset Great Consumer Fund Direct IDCW Jan 01, 2013 7.86 21.68 27.38 0.44 4,117.11
ICICI Prudential Bharat Consumption Fund - Direct Plan - IDCW Option Apr 12, 2019 6.29 20.19 24.58 1.17 3,103.18
SBI Consumption Opportunities Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jan 01, 2013 8.10 19.92 30.39 0.93 3,028.16
NIPPON INDIA CONSUMPTION FUND - DIRECT Plan - IDCW Option Jan 01, 2013 8.06 22.87 29.02 0.58 2,380.78

Fund Holdings as on 30-April-2025

  • ITC LTD

  • ETERNAL LTD

  • CASH / NET CURRENT ASSET

  • RADICO KHAITAN LTD

  • TITAN COMPANY LTD

  • TATA CONSUMER PRODUCTS LTD

  • HAVELLS INDIA LTD

  • BIKAJI FOODS INTERNATIONAL LTD

  • TRENT LTD

  • DOMS INDUSTRIES LTD

  • DIXON TECHNOLOGIES (INDIA) LTD

  • NESTLE INDIA LTD

  • PG ELECTROPLAST LTD

  • BAJAJ AUTO LTD

  • UNITED SPIRITS LTD

  • METRO BRANDS LTD

  • BLUE STAR LTD

  • POLYCAB INDIA LTD

  • INDIAN RAILWAY CATERING AND TOURISM CORPORATION LTD

  • BSE LTD

  • RESTAURANT BRANDS ASIA LTD

  • AMBER ENTERPRISES INDIA LTD

  • HERO MOTOCORP LTD

  • JYOTHY LABS LTD

  • KAYNES TECHNOLOGY INDIA LTD

  • GREENPANEL INDUSTRIES LTD

  • PIDILITE INDUSTRIES LTD

  • KALYAN JEWELLERS INDIA LTD

  • WHIRLPOOL OF INDIA LTD

  • CAMPUS ACTIVEWEAR LTD

  • GODREJ AGROVET LTD

  • PRICOL LTD

  • FLAIR WRITING INDUSTRIES LTD

  • TEAMLEASE SERVICES LTD

  • AVENUE SUPERMARTS LTD

  • GILLETTE INDIA LTD

  • RAYMOND LIFESTYLE LTD

  • RAYMOND LTD

  • A) REPO

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  • Cigarettes/Tobacco

  • e-Commerce

  • Breweries & Distilleries

  • Miscellaneous

  • Consumer Food

  • Retailing

  • Diamond & Jewellery

  • Tea/Coffee

  • Printing & Stationery

  • Electric Equipment

  • Air Conditioners

  • Automobile Two & Three Wheelers

  • Consumer Durables - Domestic Appliances

  • Consumer Durables - Electronics

  • Cable

  • Travel Services

  • Household & Personal Products

  • Finance - Others

  • Restaurants

  • Electronics - Components

  • Wood & Wood Products

  • Chemicals

  • Footwear

  • Animal Feed

  • Auto Ancillary

  • Professional Services

  • Textile

  • Textile - Weaving

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  • Cash

  • Equity

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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 ₹2,324.86 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 ₹-0.14(-0.29%)yesterday to ₹49.2096.

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