Tata India Consumer Fund Direct Growth

Equity
Sectoral / Thematic
Very High Risk
14.60%
3Y annualised
-0.36% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 01 Feb 2023₹29.15
Min. SIP amount₹150
Rating2
Fund size₹1,394.71Cr

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 returns1.8%14.6%9.6%16.3%
Category average4.2%14.6%9.9%NA
Rank with in category986NA
Understand terms

Holdings (28)

NameSectorInstrumentAssets
ITC Ltd.Consumer StaplesEquity10.2%
Jubilant FoodWorks Ltd.ServicesEquity6.2%
Nestle India Ltd.Consumer StaplesEquity6.0%
Trent Ltd.ServicesEquity5.4%
Radico Khaitan Ltd.Consumer StaplesEquity5.3%
Titan Company Ltd.Consumer DiscretionaryEquity5.2%
Asian Paints Ltd.ChemicalsEquity5.1%
Havells India Ltd.Capital GoodsEquity4.2%
Metro Brands Ltd.Consumer StaplesEquity4.2%
Tata Consumer Products Ltd.Consumer StaplesEquity4.0%
See All

Pros and cons

Category: Equity Sectoral / Thematic

Pros

Cons

3Y annualised returns higher than category average by 0.02%
1Y and 5Y annualised returns lower than category average
Lower expense ratio: 0.91%
Low rating: 2

Expense ratio, exit load and tax

Expense ratio: 0.91%

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
Website
NA
Tata Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

Compare funds

Tata India Consumer Fund Direct Growth
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2023 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 3.7.0
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES:  ICICI PRUDENTIAL |  HDFC |  NIPPON INDIA |  ADITYA BIRLA SUN LIFE |  SBI |  UTI |  FRANKLIN TEMPLETON |  KOTAK MAHINDRA |  IDFC |  DSP |  AXIS |  TATA |  L&T |  SUNDARAM |  PGIM |  INVESCO |  LIC |  JM FINANCIAL |  BARODA PIONEER |  CANARA ROBECO |  HSBC |  IDBI |  INDIABULLS |  MOTILAL OSWAL |  BNP PARIBAS |  MIRAE ASSET |  PRINCIPAL |  BOI AXA |  UNION KBC |  TAURUS |  EDELWEISS |  NAVI |  MAHINDRA |  QUANTUM |  PPFAS |  IIFL |  Quant |  SHRIRAM |  SAHARA |  ITI