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TATA India Consumer Fund Regular Plan - Payout 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 (30-12-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 2,475.28 Cr As on 31-12-2024(Source:AMFI)
Turn over: 70.96% | Exit Load: Exit load of 0.25% if redeemed within 30 days.
NAV as on 31-01-2025

38.8144

0.82 (2.1188%)

CAGR Since Inception

17.01%

Benchmark: 14.79%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY India Consumption TRI
-
Gold
-
PPF
-
Returns Type:
of  : 
  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
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 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 - Payout of Income Distribution cum Capital Withdrawal option 28-12-2015 16.59 26.68 17.85 18.48 -
Kotak Consumption Fund - Regular plan - Growth Option 16-11-2023 21.35 - - - -
HSBC Consumption Fund - Regular Growth 31-08-2023 17.77 - - - -
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) 12-05-2006 17.03 24.52 18.15 16.27 13.69
BARODA BNP PARIBAS India Consumption Fund - Regular Plan - Growth Option 07-09-2018 16.64 24.09 16.49 18.0 -
Tata India Consumer Fund-Regular Plan-Growth 05-12-2015 16.59 26.68 17.85 18.42 -
UTI India Consumer Fund - Regular Plan - Growth Option 30-07-2007 15.91 21.09 12.19 14.49 10.1
HDFC Non-Cyclical Consumer Fund - Growth Option 05-07-2023 15.55 - - - -
Nippon India Consumption Fund-Growth Plan-Growth Option 30-09-2004 13.98 23.05 18.88 21.87 13.0
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option 14-09-2009 13.96 22.36 15.61 18.59 14.58

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

29.84%

Others

8.27%

Large Cap

44.61%

Mid Cap

17.28%

Scheme Documents

There are no scheme documents available

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