TATA India Consumer Fund Regular Plan - Reinvestment 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 (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 2,324.86 Cr As on 30-04-2025(Source:AMFI)
Turn over: 0.76% | Exit Load: 0.25% of NAV if redeemed /switched out before 30 days from the date of allotment.

40.5808

16.87%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY India Consumption 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 investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its assets in equity/equity related instruments of the companies in the Consumption Oriented sectors in India.However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.The Scheme does not assure or guarantee any returns.

Current Asset Allocation (%)

Indicators

Standard Deviation
Sharpe Ratio
Alpha
Beta
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 - Reinvestment of Income Distribution cum Capital Withdrawal option 28-12-2015 9.52 21.76 22.51 22.49 -
HSBC Consumption Fund - Regular Growth 31-08-2023 10.28 - - - -
Tata India Consumer Fund-Regular Plan-Growth 05-12-2015 9.51 21.76 22.51 22.43 -
Kotak Consumption Fund - Regular plan - Growth Option 16-11-2023 9.0 - - - -
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) 12-05-2006 8.96 21.91 21.68 21.73 14.78
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option 14-09-2009 8.79 21.41 21.96 24.27 16.27
HDFC Non-Cyclical Consumer Fund - Growth Option 05-07-2023 7.87 - - - -
Aditya Birla Sun Life India Gennext Fund-Growth Option 05-08-2005 6.94 19.38 19.35 22.34 15.27
Mirae Asset Great Consumer Fund - Regular Plan - Growth option 29-03-2011 5.02 19.3 21.5 23.72 15.56
BARODA BNP PARIBAS India Consumption Fund - Regular Plan - Growth Option 07-09-2018 4.48 19.28 19.38 21.03 -

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

29.31%

Others

8.53%

Large Cap

48.45%

Mid Cap

13.71%

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