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.
Fund Info
Scheme Type
Open-ended
Scheme Category
Equity - Other
Benchmark Type
Nifty India Consumption Index
Scheme AUM (in Crs.)
₹ 1406.79
Expense Ratio
0.48%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 49293
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Equity - Other |
| Benchmark Type | Nifty India Consumption Index |
| Scheme AUM (in Crs.) | ₹ 1406.79 |
| Expense Ratio | 0.48% |
| Scheme Class | Equity |
| AMC AUM (in Crs.) | ₹ 49293 |
| Min Subscription | ₹ 5000 |
| Min Addition Subscription | ₹ 1000 |
Performance
Comparison
Portfolio
AMC Details
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
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
9.80
ITC Ltd.
Equity
7.56
Maruti Suzuki India Ltd.
Equity
6.91
Future Retail Ltd.
Equity
6.02
Bata India Ltd.
Equity
4.76
Mahindra & Mahindra Ltd.
Equity
3.77
Zee Entertainment Enterprises Ltd.
Equity
3.53
Dabur India Ltd.
Equity
3.53
Jubilant FoodWorks Ltd.
Equity
3.31
Glaxosmithkline Consumer Healthcare Ltd.
Equity
3.18
Sector Allocation(%)
Sector
Percent
Textiles
4.59
FMCG
42.91
Financial
2.41
Services
18.67
Automobile
17.86
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
₹49,293 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.
Launch Date
30 Jun 1995
Sponsor
NA
Email
kiran@tataamc.com
Phone
1800-209-0101
Address
Fort House, 221,Dr. DN Road,,Fort, Mumbai - 400 001
Tata Mutual Fund
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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