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Tata India Consumer Fund Direct Plan Growth

Equity | Thematic - Consumption

(NAV as of 15/04/2024)
42.23 (-1.10)

3Y Returns

21.35%

Min SIP

100

Min Lumpsum

5000

Expense Ratio

0.8%

Fund Size

1861 Cr

Inception Date

28-Dec-15

Fund Manager

Sonam Udasi

Exit Load

0.25% on or before 30D.

Wealthzi View

Market Risk / Risk Taken Compared to Benchmark

Fund Size

SIP Returns

Risk Adjusted Returns

Extra Returns Over Benchmark

Returns Consistency

Performance Against Inflation

Overall Fund Zi Tag

Asset Allocation

Equity

94.25%

Debt & Others

5.75%

Market Cap Allocation

Large Cap

43.71%

Mid Cap

21.23%

Small Cap

29.31%

Other Cap

5.75%

Sector Allocation

Consumer Durables

20.76%

Retail

11.34%

Retailing

11.17%

Diversified FMCG

9.13%

Cash/Deposits/Margins/Treps/Repo/Swaps

8.72%

Top Ten Holdings

ITC Ltd

9.13%

Cash/Bank/Net Current Assets/(Liabilities)

8.55%

Nestle India Ltd

6.22%

Tata Consumer Products Ltd

6.15%

Radico Khaitan Ltd

5.71%

Investment 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 House Detail

AMC Name

Tata Asset Management Limited

Address

1903, B Wing, Parinee Crescenzo, G Block,Bandra Kurla Complex, Bandra East,Mumbai - 400 051

BUILD WEALTH WITH CONFIDENCE

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BSE Member code: 58371

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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Disclaimers:

Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

The information is only for consumption by the client and such material should not be redistributed.