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Tata India Consumer Fund

Tata India Consumer Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

22.19

as on 29 Mar 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 18,262 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

  • ₹ 25.945

    as on 29 Mar 2023
  • 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 ₹ 25.945 as on 29 Mar 2023.

This fund has 7 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 2.72% 4.00% 19.02% 21.61% 38.01% 58.32% 20.59% 19.72% 20.95% 22.40% 34.15% 27.17% 19.20%
Category Average -0.74% -4.02% 0.92% 2.26% 11.66% 28.53% 10.47% 13.82% 0.74% 3.38% 14.25% 13.63% 12.53%
Tata India Consumer Fund -0.60%₹ 9,939 -3.65%₹ 9,635 -6.87%₹ 9,312 2.59%₹ 10,259 -2.60%₹ 11,832 10.51%₹ 12,223 2.36%₹ 24,591 22.19%₹ 18,262 10.94%₹ 42,403 8.85%₹ 15,288 10.60%₹ 78,316 - -
ICICI Prudential Commodities Fund 0.89%₹ 10,088 -5.43%₹ 9,456 7.41%₹ 10,740 3.78%₹ 10,377 7.43%₹ 12,474 24.60%₹ 15,554 8.99%₹ 26,275 58.32%₹ 39,786 31.99%₹ 56,770 - - - -
Quant Infrastructure Fund -0.17%₹ 9,983 -9.50%₹ 9,050 -3.21%₹ 9,679 3.02%₹ 10,302 -3.11%₹ 11,799 26.97%₹ 16,154 8.51%₹ 26,152 55.17%₹ 37,452 32.26%₹ 56,972 19.31%₹ 24,201 27.17%₹ 1,17,219 17.76%₹ 51,312 19.20%₹ 3,29,736
Quant Consumption Fund -0.35%₹ 9,964 -9.17%₹ 9,082 -3.21%₹ 9,678 0.14%₹ 10,014 -2.68%₹ 11,826 21.35%₹ 14,749 4.75%₹ 25,193 47.06%₹ 31,874 23.29%₹ 50,495 17.00%₹ 21,941 22.87%₹ 1,05,759 19.38%₹ 58,827 19.12%₹ 3,28,246
ICICI Prudential Infrastructure Fund 1.58%₹ 10,157 -0.10%₹ 9,990 12.56%₹ 11,256 21.61%₹ 12,160 20.95%₹ 13,313 28.96%₹ 16,666 22.40%₹ 29,804 46.06%₹ 31,222 34.15%₹ 58,410 14.27%₹ 19,500 23.44%₹ 1,07,210 15.10%₹ 40,842 15.72%₹ 2,73,397
Kotak Infra & Eco Fund Std -0.01%₹ 9,998 1.62%₹ 10,162 6.56%₹ 10,656 18.84%₹ 11,884 16.60%₹ 13,046 23.40%₹ 15,253 17.60%₹ 28,523 40.80%₹ 27,966 28.93%₹ 54,504 12.11%₹ 17,723 20.74%₹ 1,00,446 - -

Portfolio Holdings

Portfolio holdings pattern of Tata India Consumer Fund as on 31 Mar 2023 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%