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Tata India Consumer Fund Regular Growth

Equity
Sectoral / Thematic
Very High Risk
44.72%
1Y return
-0.36% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 28 Jul 2021₹24.20
Min. SIP Amount₹500
Rating3star
Fund Size₹1,228.08 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Equity Sectoral / Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns44.7%9.6%17.1%17.1%
Category average49.6%12.6%14.5%NA
Rank with in category861NA
Understand termsinfo

Holdings (29)

NameSectorInstrumentAssets
ITC Ltd.FMCGEquity8.0%
Dabur India Ltd.FMCGEquity6.2%
Hindustan Unilever Ltd.FMCGEquity6.1%
Tata Consumer Products Ltd.FMCGEquity6.0%
Titan Company Ltd.Consumer DurableEquity5.9%
Radico Khaitan Ltd.FMCGEquity5.1%
Asian Paints Ltd.ChemicalsEquity5.0%
Jubilant FoodWorks Ltd.ServicesEquity4.8%
Voltas Ltd.Consumer DurableEquity4.5%
Kansai Nerolac Paints Ltd.ChemicalsEquity4.1%
See All

Pros and cons

Category: Equity Sectoral / Thematic

Pros

  • 5Y Returns are higher than the category average returns

Cons

  • Higher expense ratio - 2.27%
  • 1Y Returns are lower than the category average returns
  • 3Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 2.27%

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 termsinfo

Minimum investment amounts

Min. for 1st investment₹1,000
Min. for 2nd investment onwards₹5,000
Min. for SIP₹500

Fund management

Sonam Udasi
Apr 2016 - Present
View Details
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Fund house & investment objective

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Fund house contact details

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