TATA India Consumer Fund Regular Plan - Payout of Income Distribution cum Capital Withdrawal option

Fund House: Tata Mutual Fund
Category: Equity: Thematic-Consumption
Launch Date: 28-12-2015
Asset Class: Equity
Benchmark: Nifty India Consumption TRI
TER: 1.99% As on (30-08-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 2,371.55 Cr As on 30-08-2024(Source:AMFI)
Turn over: 70.96% | Exit Load: Exit load of 0.25% if redeemed within 30 days.

44.3266

19.59%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
5 Years 1 Months
8 Years 7 Months
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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.

Current Asset Allocation (%)

Indicators

Standard Deviation 12.98
Sharpe Ratio 1.01
Alpha -1.09
Beta 0.83
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
TATA India Consumer Fund Regular Plan - Payout of Income Distribution cum Capital Withdrawal option 28-12-2015 47.22 31.0 21.48 24.43 -
HSBC Consumption Fund - Regular Growth 31-08-2023 52.57 - - - -
HDFC Non-Cyclical Consumer Fund - Growth Option 05-07-2023 48.1 - - - -
Tata India Consumer Fund-Regular Plan-Growth 05-12-2015 47.22 31.0 21.48 24.36 -
Mahindra Manulife Consumption Fund- Regular Plan - Growth 13-11-2018 44.7 28.79 21.22 21.66 -
UTI India Consumer Fund - Regular Plan - Growth Option 30-07-2007 44.62 25.07 17.42 21.26 12.75
BARODA BNP PARIBAS India Consumption Fund - Regular Plan - Growth Option 07-09-2018 43.81 27.88 20.16 24.91 -
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option 14-09-2009 43.71 27.49 20.56 25.42 18.38
Nippon India Consumption Fund-Growth Plan-Growth Option 30-09-2004 43.69 28.31 23.96 28.43 16.3
Mirae Asset Great Consumer Fund - Regular Plan - Growth option 29-03-2011 43.17 30.19 22.37 25.01 17.84

Scheme Characteristics

Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

28.67%

Others

6.1%

Large Cap

50.89%

Mid Cap

14.34%

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