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- Tata Mutual Fund
- Tata India Consumer Fund (G)
Tata India Consumer Fund (G)
₹ 47.398
NAV (Oct 15)
Sectoral / Thematic - Consumption funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 47.398
NAV (Oct 15)
Fund Returns
Last 1Y | 43.3% |
Last 3Y | 18.6% |
Last 5Y | 22.7% |
Last 10Y | NA |
Since Inception | 19.3% |
6 Month CAGR | 25.4% |
Scheme Information
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.
Expense Ratio | 2.01 |
Launched (0y ago) | 2.01 |
AUM in Crores | 2521.6 |
ISIN | INF277K010A2 |
Lock-in | - |
Benchmark | NIFTY India Consumption Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 13.7 |
Beta | 0.8 |
Sharpe Ratio | 1.1 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Tata India Consumer Fund (G) | 13,09,734 | 5,77,122 | 22.7% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
ITC Ltd.
9.5%Zomato Ltd.
9%Nestle India Ltd.
5.4%Maruti Suzuki India Ltd.
5.4%Radico Khaitan Ltd.
4.8%Allocation by Sector
Consumer Staples
39.3%Services
21.8%Consumer Discretionary
12.3%Automobile
10%Capital Goods
7.6%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
About the AMC
Tata Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
14% | 18.8% | ||
14.3% | 16.7% | ||
28.5% | 16.2% | ||
6.4% | 6.7% | ||
11.4% | 13.2% |
Tata India Consumer Fund (G) Review
Tata India Consumer Fund (G) is a Sectoral / Thematic - Consumption Equity fund and has delivered an annualised return of 19.306% over a period of 8 years. The fund is managed by Tata Mutual Fund. The fund managers are Aditya Bagul, Sonam Udasi.
Nav of Tata India Consumer Fund (G) as of 10/15/2024 is ₹47.40 with the total AUM as of 10/16/2024 is ₹2521.623525. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata India Consumer Fund (G) was launched on 2015-12-28. The category risk of the fund is High.
The minimum SIP amount for Tata India Consumer Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Tata India Consumer Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY India Consumption Total Return Index.
It is rated as a 2 fund in Equity and delivered 43.312% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Tata India Consumer Fund (G).
Frequently Asked Questions
What is Tata India Consumer Fund (G)?
How to invest in Tata India Consumer Fund (G)?
You can invest in Tata India Consumer Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Tata India Consumer Fund (G)?
The minimum sip amount for Tata India Consumer Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Tata India Consumer Fund (G) good to invest in?
As per Scripbox experts, it is a 2 fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Tata India Consumer Fund (G)?
The expense ratio of the Tata India Consumer Fund (G) is 2.01% for regular plan.
What is the NAV of Tata India Consumer Fund (G)?
Today's Tata India Consumer Fund (G) NAV is ₹47.40.