Tata India Consumer Fund Regular Growth - Latest NAV, Returns, Performance & Portfolio

Tata India Consumer

  • highlight17.96%
  • highlight0.33(2.06%)

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Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years--
3 Years17.96%
1 Year-9.25%
6 Months-4.67%
Fund Details
RiskHigh Risk
Fund TypeEquity - Consumption
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
ITC Ltd11.15%
Hindustan Unilever Ltd10.36%
Bata India Ltd5.77%
Zee Entertainment Enterprises Ltd5.01%
Dabur India Ltd4.68%
GlaxoSmithKline Consumer Healthcare Ltd4.48%
Jubilant Foodworks Ltd4.43%
Maruti Suzuki India Ltd4.43%
Future Retail Ltd4.38%
Havells India Ltd3.59%

About Tata India Consumer Fund

Tata India Consumer Fund as the name suggests, invests in equity and equity related securities of consumer-oriented companies. The major sectors include automobiles, textiles, consumer durables & FMCG, and media & entertainment. The scheme will invest at least 80% of the assets in the aforementioned instruments and the rest could be invested in debt & money market instruments.

Pros & Cons of Tata India Consumer Fund

Tata India Consumer Fund offers the following benefits:

  1. The Tata India Consumer Fund is ideal for investors who wish to benefit from the rapidly growing consumer sector in India.
  2. Investors with higher risk appetite can invest in this fund.
  3. Since it deals with only a single sector, risk associated with the fund are comparatively higher.

Fund Information and Statistics of Tata India Consumer Fund

i) Inception / Launch date

The Tata India Consumer Fund was launched in December 04, 2015 by Tata Mutual Funds.

ii) Risk level

Tata India Consumer Fund is a high-risk bet and suitable only for investors comfortable with investing in a theme-oriented scheme.

iii) Redemption

The units can be redeemed on any business day based on the NAV prices. Under normal circumstances, your fund house will dispatch the redemption proceeds within 10 business days.

iv) Fund Manager

The Tata India Consumer Fund is jointly managed by Sonam Udasi since April 2016 and Ennette Fernandes since June 2018.

v) Entry / Exit load

The fund house does not charge any entry load or exit load if redeemed after 18 months from the date of allotment. However, an exit load of 1% is charged if redeemed within 18 months.

Tax benefits of investing in Tata India Consumer Fund

The Short-term capital gains tax of 15% is levied if sold before one year from the date of allotment. Long-term capital gains, in excess of Rs 1 Lakh, will be taxed at 10% without indexation if redeemed after one year.

About Tata Mutual Fund

Tata Mutual Fund is the associated with Tata which is one of the most trusted brands in India. The fund house strives to be consistent, flexible, and stable. It also aims to deliver service that gives a fulfilling and rewarding investing experience to the investors.

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Frequently Asked Questions

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High Risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns