Tata India Consumer Fund Direct
The TATA India Consumer Fund is an actively managed, open-ended equity mutual fund that seeks to provide its investors with long-term capital appreciation through thematic investments in the consumer-oriented sectors of the Indian economy. Strong structural drivers such as an evolving middle-class, exponential GDP growth and a growing urban consumer sector have poised the consumer sector of the Indian economy to grow exponentially.
Scheme Type
Open-ended
Scheme Category
Others
Benchmark Type
Nifty India Consumption Index
Scheme AUM (in Crs.)
₹ 1334.48
Expense Ratio
0.73%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 49293
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
AMC Details
Launch Date
30 Jun 1995
Sponsor
NA
Email
kiran@tataamc.com
Phone
022 - 66578282
Address
Fort House, 221,Dr. DN Road,,Fort, Mumbai - 400 001
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
High
Exit Load
Exit load of 1%, if redeemed between (0-18) months. No Exit load, if redeemed after 18 months.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its assets 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.
Suitability
This product is suitable for investors who are seeking
• long term capital appreciation and
• investment in equity/equityrelated instruments of the companies in Consumption Oriented sectors in India through Tata India Consumer Fund
SIP/Lump Sum Calculator
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Portfolio Value
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Mutual Funds investments are subject to market risks, read all scheme related documents carefully.