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Tata India Consumer Fund

Tata India Consumer Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

22.76

as on 22 Sep 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 18,499 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

  • ₹ 32.190

    as on 22 Sep 2023
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 1,402 Cr.

    as on 31 May 2023
  • 2.15%

  • 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 ₹ 32.190 as on 22 Sep 2023.

This fund has 7 years of track record. Since 31 Mar 2023 expense ratio of this fund is 2.15%. 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.
  • 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 9.55% 21.62% 36.88% 38.44% 38.01% 45.43% 25.50% 23.54% 54.23% 37.48% 35.76% 31.74% 21.08%
Category Average 2.36% 8.61% 21.90% 18.64% 11.18% 26.15% 14.79% 16.12% 29.66% 19.34% 19.65% 20.24% 15.17%
Tata India Consumer Fund 1.65%₹ 10,165 6.11%₹ 10,610 23.32%₹ 12,332 11.83%₹ 11,183 28.67%₹ 13,790 9.71%₹ 12,036 18.71%₹ 28,834 22.76%₹ 18,499 18.46%₹ 47,250 12.36%₹ 17,920 17.86%₹ 93,708 - -
ICICI Prudential Infrastructure Fund 2.81%₹ 10,280 11.08%₹ 11,108 23.08%₹ 12,307 32.75%₹ 13,274 39.12%₹ 14,411 26.00%₹ 15,877 32.76%₹ 32,673 45.43%₹ 30,755 35.60%₹ 59,589 20.29%₹ 25,210 29.95%₹ 1,25,327 18.09%₹ 52,834 18.33%₹ 3,14,802
Quant Infrastructure Fund 2.30%₹ 10,230 9.81%₹ 10,981 18.67%₹ 11,867 8.03%₹ 10,803 20.00%₹ 13,262 16.67%₹ 13,610 17.05%₹ 28,394 43.33%₹ 29,443 26.71%₹ 52,953 25.50%₹ 31,169 31.74%₹ 1,30,741 21.69%₹ 71,350 21.06%₹ 3,64,761
ICICI Prudential Commodities Fund 1.98%₹ 10,198 7.45%₹ 10,745 16.64%₹ 11,663 19.43%₹ 11,943 25.48%₹ 13,597 12.70%₹ 12,700 19.86%₹ 29,143 43.14%₹ 29,325 26.25%₹ 52,621 - - - -
HDFC Infrastructure Fund 2.35%₹ 10,234 16.17%₹ 11,617 36.88%₹ 13,687 35.71%₹ 13,570 54.23%₹ 15,288 25.81%₹ 15,828 37.33%₹ 33,960 42.53%₹ 28,957 35.76%₹ 59,718 13.68%₹ 19,000 26.31%₹ 1,14,946 14.76%₹ 39,670 13.37%₹ 2,41,097
DSP India T.I.G.E.R. Fund 1.58%₹ 10,158 13.53%₹ 11,352 30.43%₹ 13,043 30.69%₹ 13,068 45.92%₹ 14,809 21.64%₹ 14,796 32.20%₹ 32,517 41.54%₹ 28,358 32.56%₹ 57,259 19.34%₹ 24,232 27.62%₹ 1,18,602 18.83%₹ 56,263 17.83%₹ 3,06,373

Portfolio Holdings

Portfolio holdings pattern of Tata India Consumer Fund as on 23 Sep 2023 are listed below:

  • Equity Holdings:

    95.84%
  • Debt Holdings:

    0.01%
  • Others Holdings:

    4.15%

Top Sector Holdings of Tata India Consumer Fund

Name of SectorHolding PercentageHolding Values in Crore
Consumer food 13.39% ₹ 199.85 Cr.
Cigarettes 10.37% ₹ 154.81 Cr.
Retailing 8.64% ₹ 129.05 Cr.
Brew/distilleries 8.08% ₹ 120.65 Cr.
Gems, jewellery and watches 6.20% ₹ 92.60 Cr.
Others 53.32% -

Top Stock Holdings of Tata India Consumer Fund

Name of StocksHolding PercentageHolding Values in Crore
ITC Limited 10.37% ₹ 154.81 Cr.
Nestle India Ltd. 7.07% ₹ 105.55 Cr.
Titan Company Ltd. 6.20% ₹ 92.60 Cr.
Trent Limited 5.85% ₹ 87.39 Cr.
Radico Khaitan Ltd. 5.71% ₹ 85.31 Cr.
Others 64.80% -

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
Net Receivables 3.35%
Repo 0.80%