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Tata India Consumer Fund - Direct Plan

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.

Fund Info

Scheme Class	Equity
Scheme Category	Equity - Consumption
Expense Ratio	0.88%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 1,143
AMC AUM (in Crs.)	₹ 54,194
Min Addition Subscription	₹ 1,000

Benchmark Type

S&P BSE 500 India TR INR

Exit Load

Exit load of 1.0%, if redeemed between (0-365) days. No Exit load, if redeemed after 365 days.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Mirae Asset Great Consumer Fund - Direct Plan	1000	1000	13.41%
Tata India Consumer Fund - Direct Plan	1000	1000	10.35%
SBI Consumption Opportunities Fund - Direct Plan	0	0	7.73%

Portfolio Info

The TATA India Consumer Fund makes thematic investments in the consumer-oriented sector of the Indian economy. The fund also endeavors to maintain a diversified portfolio across market capitalizations investing in equity stocks of large-cap and mid-cap companies primarily. The fund also makes nominal investments in cash and cash equivalents to maintain a level of liquidity in the fund. Presently, the fund heavily invests in the FMCG, Automobile and Service sectors of the Indian economy.

Top 10 Holdings

Company	Holding Type	Asset(%)
Hindustan Unilever Ltd Ordinary Shares	Equity	9
ITC Ltd	Equity	9
Dabur India Ltd Shs Dematerialised	Equity	6
Tata Consumer Products Ltd	Equity	6
Titan Co Ltd Ordinary Shares	Equity	6
Jubilant Foodworks Ltd Ordinary Shares	Equity	5
Voltas Ltd Shs Dematerialised	Equity	5
Asian Paints Ltd Ordinary Shares	Equity	5
Kansai Nerolac Paints Ltd Ordinary Shares	Equity	4
Nestle India Ltd Shs Dematerialised	Equity	4

Asset Allocation(%)

Asset	Percent
Equity	98
Cash	1
Cash - Repurchase Agreement	1

Sector Allocation(%)

Sector	Percent
Consumer Defensive	49
Consumer Cyclical	24
Basic Materials	10
Industrials	8
Technology	7

Fund Manager

Sonam Udasi

4+ years of experience

Ennette Fernandes

2+ years of experience

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

Tata Mutual Fund

AUM₹54,194 Cr

About

Tata is one of the most trusted brands in India and globally. It has been successful in every field it has ventured to. It offers funds across various categories like, equity, debt, hybrid and sectoral. The motto of this AMC is to propel investing among the retail investors irrespective of their risk appetite, ideal investment duration, profession, salary or gender.##Tata Mutual fund is known for its world-class service across the country and it has made a mark in the minds of investors.##They believe in following a value-based investment methodology which enables them to attain consistent results over the years. They also believe in flexibility, by offering a large variety of funds across various market capitalization. Stability and integrity is one of the main pillar of business for Tata Mutual Fund and they believe in keeping an investors money in the best possible hands.

kiran@tataamc.com

Phone

1800-209-0101

Address

Tata Asset Management Limited,Mafatlal Centre, 9th Floor,,Nariman Point,,India, Mumbai - 400 021

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m