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: 1.99% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 2,378.71 Cr As on 30-05-2025(Source:AMFI) |
| Turn over: 70.96% | Exit Load: 0.25% of NAV if redeemed /switched out before 30 days from the date of allotment. |
42.9864
0.35 (0.8121%)
16.57%
Benchmark: 14.77%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY India Consumption TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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 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 | 15.84 |
| Sharpe Ratio | 0.89 |
| Alpha | 1.83 |
| Beta | 0.92 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
Scheme Characteristics
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
28.9%
Others
6.56%
Large Cap
47.3%
Mid Cap
17.24%
