Great! You have sucessfully subscribed for newsletters for investments
Knowing this helps you control risk in your portfolio
Determine this by answering these simple questions.
NAV as of ( Sep 09, 2022 )
₹ 31.17 0.18 % 1-D Change
You get upto 1.32% extra returns
ET Money Rank
Not yet ranked
Generated returns consistently
Increased returns for each unit of additional risk
Controlled losses during market corrections
Delivered returns without frequent ups and downs
Sign-up for free to view fund's Report Card
Select SIP date
How long should this SIP run?
Fresh Investments closed in this fund!
This fund is no longer available to invest
|ET Money Rank||Not yet ranked|
|Expense ratio||0.91% As on Jul 31, 2022|
|AUM (Fund Size)||₹ 1,461 Crs|
|Age||6 yrs 9 m Since Dec 04, 2015|
|Benchmark||Nifty India Consumption TRI|
SIP ₹ 500 &
Lumpsum ₹ 5000
Answer a few simple questions and understand why you take the financial decisions you do.
You would have earned ₹ 1,001 more by investing in ET Money Direct Plan
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.
Large Cap 51.38%
Mid Cap 24.82%
Small Cap 20.61%
Other Cap 0%
Consumer Staples 33.92%
Consumer Discretionary 13.49%
Britannia Industries Ltd. 0.01%
Bifurcation by Credit Quality is not available for this fund
Cash/Net Current Assets 1.21%
Non Convertible Debenture 0.01%
Know in detail about the portfolio of this fund See detailed Portfolio Analysis
|Fund name||Annual Return %||Consistency||Value Research Rating|
|Quant Flexi Cap Fund||18.99%|
|Nippon India Consumption Fund||16.94%|
|Canara Robeco Consumer Trends Fund||16.66%|
|SBI Consumption Opportunities Fund||16.19%|
|Mirae Asset Great Consumer Fund||16.02%|
|Aditya Birla Sun Life India GenNext Fund||14.78%|
|UTI India Consumer Fund||11.51%|
|Tata India Consumer Fund||13.25%|
Sign-up for free to compare fund with thematic-consumption funds
|Period||Trailing returns||Category average||Rank within category|
|1 month||4.02%||3.66%||4 / 11|
|3 months||19.94%||18.99%||4 / 11|
|6 months||14.67%||16.78%||10 / 11|
|1 year||7.27%||12.34%||10 / 11|
|3 years||21.91%||24.92%||8 / 11|
|5 years||13.25%||14.89%||7 / 9|
Know in detail about the returns of this fund See detailed Return Analysis
Level of Risk in the Scheme
Investors understand that their principal will be at Very High risk
The scheme seeks long term capital appreciation by investing atleast 80% of it's net assets in equity/equity related instruments of the companies in the Consumption Oriented sectors in India.
Mr. Udasi is a B.Com and also holds PGDM(Finance).
Prior to joining Tata AMC he was associated with ASK Raymond James, JM Financial AMC, Prime Securities, BRICS Securities and IDBI Capital Market Services Ltd.
As on Jun 30, 2022
The Tata India Consumer Fund is a 6 yrs 9 m old fund and has delivered average annual returns of 18.38% since inception.
NAV or Net Asset Value is the per-unit price of the Mutual Fund. The NAV of a Mutual Fund changes every day. It is calculated by taking the current value of the holdings of the fund at end of the day, subtracting the expenses, and dividing the value by the number of units issued to date.
The NAV of Tata India Consumer Fund for Sep 09, 2022 is 31.17 .
On ET Money, Investing in Tata India Consumer Fund is fast, easy, and 100% paperless. And it takes only minutes. Here is what you need to do -
The Expense Ratio of a Mutual Fund is the annual charges you pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio is a percentage of Assets Under Management (AUM) and is taken from the returns generated by the fund. For this reason, a fund with a lower expense ratio is always better because a smaller part of the returns will be taken and that means more returns for you.
The Expense Ratio of the direct plan of Tata India Consumer Fund is 0.91%. .
Redeeming your investments in Tata India Consumer Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.
If you have invested in Tata India Consumer Fund from anywhere else, you can go to the fund house website and put a request through it.
AUM or Asset Under Management is the total value of the assets held by a Mutual Fund scheme. For instance, for an equity Mutual Fund, the AUM will be the total value of its portfolio's equity shares (plus any other asset it might have invested in). The AUM of the fund changes every day because the price of the underlying asset fluctuates daily. However, the Mutual Fund company doesn't update it every day. It is updated only at the end of the month and released within few days of the next month.
The AUM of the fund is a good indicator of its popularity. A fund with a high AUM means a lot of money has been invested in it, and investors like it. However, the AUM should never be the primary criteria while selecting a fund. There are funds with huge AUMs that continue to perform well despite their size.
The AUM of Tata India Consumer Fund is ₹1,461 Crs.
The Tata India Consumer Fund has invested the majority of its money in the stocks of the following companies -
|Company||Percentage of Portfolio|
|Titan Company Ltd.||7.4%|
|Jubilant FoodWorks Ltd.||7.09%|
|Asian Paints Ltd.||6.5%|
|Radico Khaitan Ltd.||5.23%|
|Havells India Ltd.||5.07%|
|Nestle India Ltd.||4.35%|
|Greenpanel Industries Ltd.||3.8%|
|Metro Brands Ltd.||3.58%|
The Tata India Consumer Fund has primarily invested in the following sectors
|Sector||Percentage of Portfolio|