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Tata India Consumer Fund-Direct Plan-Growth

Fund House: Tata Mutual Fund
Category: Equity: Thematic-Consumption
Launch Date: 28-12-2015
Asset Class: Equity
Benchmark: NIFTY India Consumption TRI
TER: 0.76% As on (30-04-2025)
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: 70.96% | Exit Load: 0.25% of NAV if redeemed /switched out before 30 days from the date of allotment.
NAV as on 30-05-2025

49.3414

0.13 (0.2614%)

CAGR Since Inception

18.4%

Benchmark: 14.69%

PERFORMANCE

Returns Type:
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End : 
Period:  
This Scheme
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vs
NIFTY India Consumption TRI
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Gold
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PPF
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Returns Type:
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  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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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
2 Years 7 Months
7 Years 11 Months
8 Years 7 Months
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 16.43
Sharpe Ratio 0.77
Alpha 1.18
Beta 0.94
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-Direct Plan-Growth 28-12-2015 13.85 22.86 21.91 24.28 -
Kotak Consumption Fund - Regular plan - Growth Option 16-11-2023 14.1 - - - -
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) 12-05-2006 13.46 21.33 19.81 22.03 14.05
HSBC Consumption Fund - Regular Growth 31-08-2023 12.72 - - - -
Tata India Consumer Fund-Regular Plan-Growth 05-12-2015 12.42 21.31 20.37 22.67 -
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option 14-09-2009 10.67 20.35 19.61 24.03 15.33
Aditya Birla Sun Life India Gennext Fund-Growth Option 05-08-2005 10.61 18.72 17.56 22.81 14.42
HDFC Non-Cyclical Consumer Fund - Growth Option 05-07-2023 10.6 - - - -
BARODA BNP PARIBAS India Consumption Fund - Regular Plan - Growth Option 07-09-2018 8.58 18.89 17.84 21.42 -
Mirae Asset Great Consumer Fund - Regular Plan - Growth option 29-03-2011 8.04 19.13 19.36 24.37 14.85

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%

Scheme Documents

April 2025

Monthly Portfolio Disclosure - April 2025

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