Fund Details
Tata India Consumer Fund Direct Growth
| Risk | Very High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.92% |
| NAV | ₹26.52 (23 Jul 2021) |
|---|---|
| Fund Started | 28 Dec 2015 |
| Fund Size | ₹1,228 Cr |
Returns
Comparison
1. 5Y Returns are higher than the category average returns
1. 1Y Returns are lower than the category average returns
2. 3Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| ITC Ltd. | FMCG | Equity | 8.0% |
| Dabur India Ltd. | FMCG | Equity | 6.2% |
| Hindustan Unilever Ltd. | FMCG | Equity | 6.1% |
| Tata Consumer Products Ltd. | FMCG | Equity | 6.0% |
| Titan Company Ltd. | Consumer Durable | Equity | 5.9% |
| Radico Khaitan Ltd. | FMCG | Equity | 5.1% |
| Asian Paints Ltd. | Chemicals | Equity | 5.0% |
| Jubilant FoodWorks Ltd. | Services | Equity | 4.8% |
| Voltas Ltd. | Consumer Durable | Equity | 4.5% |
| Kansai Nerolac Paints Ltd. | Chemicals | Equity | 4.1% |
Fund Managers
Tata India Consumer Fund Direct Growth Details
Tata India Consumer Fund Direct Growth is a Equity Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 28 Dec 2015. Rupesh Patel, Sonam Udasi is the Current Fund Manager of Tata India Consumer Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1,228 Cr and the Latest NAV as of 23 Jul 2021 is ₹26.52.
The Tata India Consumer Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. Exit load of 0.25% if redeemed within 30 days.
Investment Objective
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.
Tax Implications
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
