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 |
| Benchmark Type | S&P BSE 500 India TR INR |
| Expense Ratio | 0.82% |
| Min subscription | ₹ 5,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 1,337 |
| AMC AUM (in Crs.) | ₹ 54,194 |
| Min Addition Subscription | ₹ 1,000 |
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 1000 | 1000 | 19.76% | |
| 1000 | 1000 | 19.5% | |
| 0 | 0 | 15.44% |
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 | Equity | 11 |
| ITC Ltd | Equity | 10 |
| Jubilant Foodworks Ltd | Equity | 5 |
| Nestle India Ltd | Equity | 5 |
| Bata India Ltd | Equity | 4 |
| United Spirits Ltd | Equity | 4 |
| Dabur India Ltd | Equity | 4 |
| Tata Global Beverages Ltd | Equity | 4 |
| Bajaj Auto Ltd | Equity | 4 |
| Kansai Nerolac Paints Ltd | Equity | 4 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Equity | 98 |
| Cash | 1 |
| Cash - Repurchase Agreement | 1 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Consumer Defensive | 53 |
| Consumer Cyclical | 36 |
| Basic Materials | 5 |
| Industrials | 2 |
| Communication Services | 2 |
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.
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AddressCalculate Returns
Investment DurationYears6Months0
Investment Amount₹ 10000
Return Amount₹ 4185
Return Rate6 %
Duration6y 0m