Tata India Consumer Fund Direct Growth

Equity
Sectoral / Thematic
Very High Risk
24.58%
3Y annualised
+0.35% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 27 Sep 2023₹36.55
Min. SIP amount₹150
Rating2
Fund size₹1,625.05Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Sectoral / Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns18.1%24.6%15.1%18.2%
Category average13.9%25.1%15.6%NA
Rank with in category377NA
Understand terms

Holdings (33)

NameSectorInstrumentAssets
Consumer StaplesEquity9.2%
Consumer StaplesEquity6.6%
ServicesEquity5.4%
ServicesEquity5.1%
Consumer DiscretionaryEquity5.0%
Consumer StaplesEquity4.9%
Consumer StaplesEquity4.8%
Consumer StaplesEquity4.2%
Consumer StaplesEquity4.1%
Consumer StaplesEquity3.3%
See All

Pros and cons

Category: Equity Sectoral / Thematic

Pros

Cons

1Y annualised returns higher than category average by 4.11%
3Y and 5Y annualised returns lower than category average
Lower expense ratio: 0.83%
Low rating: 2
1Y category rank: 4

Expense ratio, exit load and tax

Expense ratio: 0.83%

Inclusive of GST

Exit load

Exit load of 0.25% if redeemed within 30 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹150

Fund management

Sonam Udasi
Apr 2016 - Present
View details

Education
Mr. Udasi is a B.Com and also holds PGDM(Finance).
Experience
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.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
9th Floor, Mafatlal Centre,Nariman Point, Mumbai 400021
Phone
1800-209-0101
Launch Date
30 Jun 1995
Tata Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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