Tata India Consumer Fund - IDCW - Regular Plan

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  • (-1.77%)Nav, as on 04-04-2025

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Fund Overview IDCW | 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 - Reinvestment of Income Distribution cum capital withdrawal option 5.72 -12.67 9.71 16.64 24.34 16.47
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 - Reinvestment of Income Distribution cum capital withdrawal option Dec 28, 2015 9.71 16.64 24.34 2.05 2,113.62
Aditya Birla Sun Life India Gennext Fund -Regular - IDCW Aug 05, 2005 7.59 14.03 24.82 1.89 5,266.89
Mirae Asset Great Consumer Fund Regular IDCW Mar 29, 2011 6.09 16.20 26.12 1.88 3,642.65
ICICI Prudential Bharat Consumption Fund - IDCW Option Apr 12, 2019 2.93 16.93 23.99 2.02 2,859.02
SBI Consumption Opportunities Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jul 14, 1999 7.79 16.42 29.15 2.01 2,707.28
TATA India Consumer Fund Regular Plan - Payout of Income Distribution cum capital withdrawal option Dec 28, 2015 9.71 16.64 24.34 2.05 2,113.62

Fund Holdings as on 28-February-2025

  • CASH / NET CURRENT ASSET

  • ITC LTD

  • ZOMATO LTD

  • RADICO KHAITAN LTD

  • TRENT LTD

  • NESTLE INDIA LTD

  • TATA CONSUMER PRODUCTS LTD

  • BIKAJI FOODS INTERNATIONAL LTD

  • DOMS INDUSTRIES LTD

  • TITAN COMPANY LTD

  • DIXON TECHNOLOGIES (INDIA) LTD

  • BLUE STAR LTD

  • METRO BRANDS LTD

  • PG ELECTROPLAST LTD

  • MARUTI SUZUKI INDIA LTD

  • INDIAN RAILWAY CATERING AND TOURISM CORPORATION LTD

  • POLYCAB INDIA LTD

  • AMBER ENTERPRISES INDIA LTD

  • UNITED SPIRITS LTD

  • PB FINTECH LTD

  • BSE LTD

  • HERO MOTOCORP LTD

  • GREENPANEL INDUSTRIES LTD

  • RESTAURANT BRANDS ASIA LTD

  • VOLTAS LTD

  • BAJAJ AUTO LTD

  • JYOTHY LABS LTD

  • PIDILITE INDUSTRIES LTD

  • KALYAN JEWELLERS INDIA LTD

  • GODREJ AGROVET LTD

  • KAYNES TECHNOLOGY INDIA LTD

  • CAMPUS ACTIVEWEAR LTD

  • PRICOL LTD

  • TEAMLEASE SERVICES LTD

  • FLAIR WRITING INDUSTRIES LTD

  • GILLETTE INDIA LTD

  • RAYMOND LIFESTYLE LTD

  • CELLO WORLD LTD

  • RAYMOND LTD

  • A) REPO

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  • Miscellaneous

  • Cigarettes/Tobacco

  • e-Commerce

  • Consumer Food

  • Retailing

  • Breweries & Distilleries

  • Air Conditioners

  • Diamond & Jewellery

  • Printing & Stationery

  • Tea/Coffee

  • Consumer Durables - Electronics

  • Automobile Two & Three Wheelers

  • Consumer Durables - Domestic Appliances

  • Automobiles - Passenger Cars

  • Travel Services

  • Household & Personal Products

  • Cable

  • Fintech

  • Finance - Others

  • Wood & Wood Products

  • Restaurants

  • Chemicals

  • Animal Feed

  • Electronics - Components

  • Footwear

  • Auto Ancillary

  • Professional Services

  • Textile

  • Trading

  • Textile - Weaving

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Most Recent Dividend

  • 22/01/2018

  • 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 ₹2,113.62 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 down ₹-0.67(-1.77%)yesterday to ₹37.1439.

Among its top 3 holdings the fund has exposure to CASH / NET CURRENT ASSET, 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