Tata India Consumer Fund Regular IDCW

Equity
Sectoral / Thematic
Very High Risk
Payout
21.56%
3Y annualised
+1.08% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 31 Mar 2023₹24.18
Min. SIP amountNot Supported
Rating2
Fund size₹1,346.60Cr

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 returns2.5%21.6%9.1%14.2%
Category average4.6%25.0%10.8%NA
Rank with in category1387NA
Understand terms

Holdings (29)

NameSectorInstrumentAssets
ITC Ltd.Consumer StaplesEquity11.7%
Nestle India Ltd.Consumer StaplesEquity6.3%
Radico Khaitan Ltd.Consumer StaplesEquity6.3%
Titan Company Ltd.Consumer DiscretionaryEquity6.0%
Jubilant FoodWorks Ltd.ServicesEquity5.6%
Trent Ltd.ServicesEquity5.3%
Havells India Ltd.Capital GoodsEquity4.7%
Metro Brands Ltd.Consumer StaplesEquity4.0%
Tata Consumer Products Ltd.Consumer StaplesEquity3.8%
Asian Paints Ltd.ChemicalsEquity3.8%
See All

Expense ratio, exit load and tax

Expense ratio: 2.11%

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 investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

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,

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