Tata India Consumer Fund-Regular Plan-Growth

Fund House: Tata Mutual Fund
Category: Equity: Thematic-Consumption
Launch Date: 05-12-2015
Asset Class: Equity
Benchmark: Nifty India Consumption TRI
TER: 2.06% As on (31-05-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,941.77 Cr As on (31-05-2024)
Turn over: 70.96% | Exit Load: Exit load of 0.25% if redeemed within 30 days.

40.9481

18.05%

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 0 Months
8 Years 6 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-Growth 05-12-2015 34.96 32.21 20.65 19.73 -
Nippon India Consumption Fund-Growth Plan-Growth Option 30-09-2004 42.21 34.87 25.34 24.73 15.32
ICICI Prudential Bharat Consumption Fund - Growth Option 09-04-2019 41.51 30.37 23.63 19.59 -
Mahindra Manulife Consumption Fund- Regular Plan - Growth 13-11-2018 38.16 31.94 19.93 17.27 -
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option 14-09-2009 36.59 32.33 20.9 21.42 18.36
BARODA BNP PARIBAS India Consumption Fund - Regular Plan - Growth Option 07-09-2018 36.43 30.57 19.99 21.12 -
UTI India Consumer Fund - Regular Plan - Growth Option 30-07-2007 36.03 27.54 18.12 17.6 12.39
Mirae Asset Great Consumer Fund - Regular Plan - Growth option 29-03-2011 35.34 32.64 22.27 20.74 17.64
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) 12-05-2006 35.18 30.5 19.3 16.84 15.81
SBI Consumption Opportunities Fund - Regular - Growth 14-07-1999 34.52 31.53 25.18 22.16 17.71

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

28.97%

Others

7.9%

Large Cap

50.06%

Mid Cap

13.07%

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