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Tata India Consumer Fund

Tata India Consumer Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

13.10

as on 20 May 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 14,474 today.

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NAV Performance

Tata India Consumer Fund performance graph for last 3 years
Performance of Tata India Consumer Fund for last 3 Years

Fund Information

  • ₹ 24.241

    as on 20 May 2022
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 1,335 Cr.

    as on 31 Dec 2021
  • 2.36%

  • 28 Dec 2015

  • Equity - Sectoral/Thematic

  • Nifty 50

  • Tata Mutual Fund

    Show All Funds
  • Tata India Consumer Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges.

Highlights of this fund

Tata India Consumer Fund is an Open-ended Equity Fund. The fund belongs to Sectoral/Thematic category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 28 Dec 2015. This fund is offered by one of the top AMC (Assets Management Company) Tata Mutual Fund. You can also view here all other Equity funds offered by Tata Mutual Fund.

Latest NAV of the fund is ₹ 24.241 as on 20 May 2022.

This fund has 6 years of track record. Since 30 Nov 2021 expense ratio of this fund is 2.36%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund Objective

The investment objective of the Scheme is to provide long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies in the Consumption Oriented Sectors in India.

List of Fund Managers of Tata India Consumer Fund

  • About Sonam Udasi

    Picture of Sonam UdasiSonam Udasi carries a work experience of around 21 years with his expertise in Equities Research. He is presently the Fund Manager for many of the equity schemes at Tata Asset Management. He joined Tata Asset Management as the Head of Research in April 2014. He holds a Post Graduate Diploma in Business Administration with a specialization in Finance.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 0.21% 11.32% 18.03% 27.48% 79.79% 32.70% 27.18% 22.20% 35.28% 53.91% 47.05% 30.40% 22.21%
Category Average -6.49% -4.84% -8.84% 7.78% 36.33% 14.87% 10.53% 14.15% -5.69% 17.73% 18.80% 13.67% 13.06%
Tata India Consumer Fund -6.76%₹ 9,324 -4.22%₹ 9,578 -10.77%₹ 8,922 9.91%₹ 10,991 -7.02%₹ 11,542 28.46%₹ 16,501 12.61%₹ 27,212 13.10%₹ 14,474 14.51%₹ 44,650 12.30%₹ 17,872 11.16%₹ 79,417 - -
Quant Infrastructure Fund -7.82%₹ 9,217 -2.17%₹ 9,783 -2.77%₹ 9,722 27.48%₹ 12,748 13.96%₹ 12,883 79.79%₹ 32,323 53.91%₹ 38,718 32.70%₹ 23,385 47.05%₹ 68,861 20.81%₹ 25,758 30.40%₹ 1,26,582 15.32%₹ 41,659 20.08%₹ 3,45,908
ICICI Prudential Technology Fund -9.32%₹ 9,068 -13.48%₹ 8,651 -19.69%₹ 8,031 17.70%₹ 11,770 -18.05%₹ 10,799 63.65%₹ 26,781 27.00%₹ 31,048 31.69%₹ 22,854 35.42%₹ 59,402 26.97%₹ 33,046 29.16%₹ 1,22,926 22.20%₹ 74,438 22.21%₹ 3,88,099
Quant Consumption Fund -8.07%₹ 9,193 -3.56%₹ 9,644 -7.59%₹ 9,240 16.34%₹ 11,633 -0.86%₹ 11,945 57.74%₹ 24,881 34.67%₹ 33,172 29.51%₹ 21,739 37.26%₹ 60,845 17.05%₹ 21,990 24.95%₹ 1,11,186 18.13%₹ 53,028 20.28%₹ 3,49,673
Aditya Birla Sun Life Digital India Fund -10.19%₹ 8,981 -13.73%₹ 8,626 -18.18%₹ 8,182 12.95%₹ 11,295 -19.41%₹ 10,706 52.51%₹ 23,260 21.37%₹ 29,527 29.42%₹ 21,693 30.19%₹ 55,453 26.22%₹ 32,079 26.62%₹ 1,15,721 20.79%₹ 66,259 21.22%₹ 3,67,715
Mirae Asset Healthcare Fund -7.38%₹ 9,261 -4.41%₹ 9,559 -9.33%₹ 9,067 -1.45%₹ 9,854 -12.52%₹ 11,175 24.90%₹ 15,599 8.47%₹ 26,140 27.59%₹ 20,786 21.99%₹ 49,606 - - - -

Portfolio Holdings

Portfolio holdings pattern of Tata India Consumer Fund as on 23 May 2022 are listed below:

  • Equity Holdings:

    97.48%
  • Debt Holdings:

    0.01%
  • Others Holdings:

    3.30%

Top Sector Holdings of Tata India Consumer Fund

Name of SectorHolding PercentageHolding Values in Crore
Consumer food 12.88% ₹ 176.92 Cr.
Cigarettes 9.64% ₹ 131.86 Cr.
Consumer elctronics 8.68% ₹ 118.72 Cr.
Paints 8.48% ₹ 115.93 Cr.
Brew/distilleries 8.12% ₹ 111.01 Cr.
Others 52.20% -

Top Stock Holdings of Tata India Consumer Fund

Name of StocksHolding PercentageHolding Values in Crore
ITC Limited 8.77% ₹ 119.93 Cr.
Titan Company Ltd. 7.49% ₹ 102.41 Cr.
Asian Paints (india) Ltd. 6.73% ₹ 92.02 Cr.
Radico Khaitan Ltd. 6.15% ₹ 84.06 Cr.
Hindustan Unilever Ltd. 5.42% ₹ 74.11 Cr.
Others 65.44% -

Top Debt Instrument Type holdings of Tata India Consumer Fund

Instrument TypeHolding PercentageHolding Values in Crore
NCD & Bonds 0.01% ₹ .15 Cr.
Others 99.99% -

Top Debt Holdings of Tata India Consumer Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Britannia Industries Ltd. 0.01% ₹ .15 Cr.
Others 99.99%

Other Holdings

Holding TypeHolding Percentage
TREPS 2.19%
Repo 1.54%
Net Receivables -0.43%