Tata India Consumer Fund - Growth - Regular Plan

Other Plans and Options
  • 1.27 %Nav, as on 23-01-2025

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  • Net Change on 23-01-2025

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  • Assets (Cr.)

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The investment objective of the Scheme is to provide long term capital appreciation by investing predominantly 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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Tata India Consumer Fund-Regular Plan-Growth -8.48 -6.85 14.50 16.51 18.33 17.10
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty India Consumption - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Tata India Consumer Fund-Regular Plan-Growth Dec 28, 2015 14.50 16.51 18.33 1.99 2,475.28
Aditya Birla Sun Life India Gennext Fund-Growth Option Aug 05, 2005 11.65 13.17 16.34 1.85 5,858.44
Mirae Asset Great Consumer Fund - Regular Plan - Growth option Mar 29, 2011 10.47 16.41 17.68 1.86 4,152.25
ICICI Prudential Bharat Consumption Fund - Growth Option Apr 12, 2019 10.93 17.69 17.29 1.99 3,176.82
SBI CONSUMPTION OPPORTUNITIES FUND - REGULAR - GROWTH Jan 01, 2013 13.67 18.06 20.38 1.97 3,100.05
Nippon India Consumption Fund-Growth Plan-Growth Option Sep 30, 2004 12.74 17.95 21.37 2.01 2,161.10

Fund Holdings as on 31-December-2024

  • ITC LTD

  • ZOMATO LTD

  • CASH / NET CURRENT ASSET

  • RADICO KHAITAN LTD

  • TRENT LTD

  • BIKAJI FOODS INTERNATIONAL LTD

  • TATA CONSUMER PRODUCTS LTD

  • DIXON TECHNOLOGIES (INDIA) LTD

  • DOMS INDUSTRIES LTD

  • NESTLE INDIA LTD

  • MARUTI SUZUKI INDIA LTD

  • PG ELECTROPLAST LTD

  • METRO BRANDS LTD

  • KAYNES TECHNOLOGY INDIA LTD

  • PB FINTECH LTD

  • GREENPANEL INDUSTRIES LTD

  • AMBER ENTERPRISES INDIA LTD

  • INDIAN RAILWAY CATERING AND TOURISM CORPORATION LTD

  • POLYCAB INDIA LTD

  • UNITED SPIRITS LTD

  • TITAN COMPANY LTD

  • RESTAURANT BRANDS ASIA LTD

  • VOLTAS LTD

  • KALYAN JEWELLERS INDIA LTD

  • BSE LTD

  • HERO MOTOCORP LTD

  • JYOTHY LABS LTD

  • SWIGGY LTD

  • PIDILITE INDUSTRIES LTD

  • BAJAJ AUTO LTD

  • PRICOL LTD

  • CAMPUS ACTIVEWEAR LTD

  • AVENUE SUPERMARTS LTD

  • TEAMLEASE SERVICES LTD

  • GODREJ AGROVET LTD

  • CELLO WORLD LTD

  • ASTRAL LTD (ERSTWHILE ASTRAL POLY TECHNIK LTD)

  • FLAIR WRITING INDUSTRIES LTD

  • RAYMOND LIFESTYLE LTD

  • GILLETTE INDIA LTD

  • RAYMOND LTD

  • A) REPO

  • INVENTURUS KNOWLEDGE SOLUTIONS LTD

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  • e-Commerce

  • Cigarettes/Tobacco

  • Miscellaneous

  • Breweries & Distilleries

  • Retailing

  • Consumer Food

  • Printing & Stationery

  • Tea/Coffee

  • Consumer Durables - Electronics

  • Air Conditioners

  • Diamond & Jewellery

  • Household & Personal Products

  • Automobiles - Passenger Cars

  • Automobile Two & Three Wheelers

  • Consumer Durables - Domestic Appliances

  • Electronics - Components

  • Fintech

  • Wood & Wood Products

  • Travel Services

  • Cable

  • Restaurants

  • Finance - Others

  • Chemicals

  • Auto Ancillary

  • Footwear

  • Professional Services

  • Animal Feed

  • Plastic Products

  • Textile

  • Textile - Weaving

  • BPO/ITeS

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  • Cash

  • Equity

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About Tata India Consumer Fund

Scheme Analysis

Tata India Consumer Fund is a Equity - Sectoral Fund - Consumption fund and belongs to Tata Mutual Fund. It was launched on 28-Dec-2015 and currently has an AUM of ₹2,475.28 crore. Tata India Consumer Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty India Consumption - TRI as secondary index.

The NAV of Tata India Consumer Fund ended up ₹0.53(1.27%)yesterday to ₹42.4315.

Among its top 3 holdings the fund has exposure to ITC LTD, and

The Tata India Consumer Fund is managed by Sonam Udasi and Aditya Bagul.

Fund House Contact

1903, B Wing, Parinee Crescenzo, G Block, Bandra Kurla Complex, Bandra East, Mumbai - 400 051

022 6282 7777
service@tataamc.com
+91 (22) 22613782