MyWealthGrowth.com logo
HomeMutual Funds

Tata India Consumer Fund

Tata India Consumer Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

17.60

as on 30 Sep 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 16,269 today.

Invest Now

NAV Performance

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

Fund Information

  • ₹ 28.152

    as on 30 Sep 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 ₹ 28.152 as on 30 Sep 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 3.22% 20.14% 19.11% 22.13% 58.62% 38.35% 25.71% 20.60% 28.93% 37.93% 47.30% 31.95% 21.31%
Category Average -1.77% 11.46% 2.11% 0.54% 28.03% 18.37% 11.43% 13.38% 5.07% 14.35% 20.36% 15.42% 13.52%
Tata India Consumer Fund 0.63%₹ 10,063 19.55%₹ 11,955 10.59%₹ 11,058 6.04%₹ 10,603 16.62%₹ 13,055 25.52%₹ 15,754 19.28%₹ 28,987 17.60%₹ 16,269 21.32%₹ 49,182 12.43%₹ 17,973 15.52%₹ 88,481 - -
Quant Infrastructure Fund -0.82%₹ 9,917 17.02%₹ 11,701 7.21%₹ 10,720 15.82%₹ 11,582 17.20%₹ 13,091 58.62%₹ 25,161 37.93%₹ 34,132 38.35%₹ 26,504 47.30%₹ 69,159 21.54%₹ 26,553 31.95%₹ 1,31,412 15.62%₹ 42,762 21.17%₹ 3,67,097
Quant Consumption Fund 1.54%₹ 10,154 16.08%₹ 11,607 4.22%₹ 10,421 5.62%₹ 10,562 13.54%₹ 12,863 41.48%₹ 20,017 27.18%₹ 31,128 36.43%₹ 25,415 38.21%₹ 61,651 18.28%₹ 23,173 27.37%₹ 1,17,903 17.79%₹ 51,523 21.31%₹ 3,69,971
Mirae Asset Healthcare Fund 1.62%₹ 10,161 9.32%₹ 10,931 -2.94%₹ 9,706 -7.63%₹ 9,236 -2.05%₹ 11,866 12.27%₹ 12,604 5.17%₹ 25,304 29.45%₹ 21,708 18.25%₹ 47,115 - - - -
ICICI Prudential Technology Fund -3.60%₹ 9,639 -1.56%₹ 9,844 -21.64%₹ 7,836 -18.79%₹ 8,121 -25.07%₹ 10,299 25.61%₹ 15,777 3.18%₹ 24,800 28.96%₹ 21,464 24.91%₹ 51,676 25.71%₹ 31,427 23.77%₹ 1,08,154 20.60%₹ 65,214 20.11%₹ 3,46,598
DSP Healthcare Fund 3.22%₹ 10,321 8.61%₹ 10,861 -4.63%₹ 9,537 -9.78%₹ 9,021 -4.72%₹ 11,691 9.38%₹ 11,963 1.94%₹ 24,488 28.53%₹ 21,245 15.91%₹ 45,576 - - - -

Portfolio Holdings

Portfolio holdings pattern of Tata India Consumer Fund as on 02 Oct 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%