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: 2.0% As on (31-10-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 2,374.84 Cr As on 31-10-2024(Source:AMFI) |
| Turn over: 70.96% | Exit Load: Exit load of 0.25% if redeemed within 30 days. |
40.3198
0.09 (0.2329%)
17.92%
Benchmark: 14.99%
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 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 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
31.92%
Others
9.1%
Large Cap
42.05%
Mid Cap
16.93%
