Tata India Consumer Fund Regular Plan - Reinvestment Of Income Distribution Cum Capital Withdrawal Option
Expense Ratio: 1.95
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Regular
Benchmark: Nifty India Consumption TRI
Inception: 04-12-2015
Exit Load: Nil
Fund Size:₹2,670.06 Cr
Performance
1Y
Fund0.55%
Cat. Avg.N/A
2Y
Fund1.79%
Cat. Avg.N/A
3Y
Fund12.87%
Cat. Avg.N/A
5Y
Fund13.30%
Cat. Avg.N/A
10Y
Fund14.42%
Cat. Avg.N/A
SI
Fund14.28%
Cat. Avg.N/A
Fund Facts
Beta
0.74
Std Dev
14.10%
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | ETERNAL LTD | 181.35 | 8.02% |
| 2 | TITAN COMPANY LTD | 177.81 | 7.86% |
| 3 | NESTLE INDIA LTD | 132.16 | 5.85% |
| 4 | ITC LTD | 109.53 | 4.84% |
| 5 | CASH / NET CURRENT ASSET | 108.39 | 4.79% |
| 6 | RADICO KHAITAN LTD | 106.49 | 4.71% |
| 7 | DIXON TECHNOLOGIES (INDIA) LTD | 104.47 | 4.62% |
| 8 | TATA CONSUMER PRODUCTS LTD | 97.52 | 4.31% |
| 9 | VARUN BEVERAGES LTD | 93.68 | 4.14% |
| 10 | BIKAJI FOODS INTERNATIONAL LTD | 81.16 | 3.59% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 61412 | +2.4% | +4.9% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.23 L. | +2.2% | +2.3% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.97 L. | +9.7% | +6.4% |
| 5Y | 09 Aug, 21 | 3 L. | 3.99 L. | +33.0% | +11.6% |
| 10Y | 08 Aug, 16 | 6 L. | 12.05 L. | +100.8% | +13.5% |
| SI | 07 Jan, 16 | 6.35 L. | 13.51 L. | +112.8% | +13.7% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 1.01 L. | +0.5% | +0.5% |
| 2Y | 16 Jul, 24 | 1 L. | 1.04 L. | +3.6% | +1.8% |
| 3Y | 17 Jul, 23 | 1 L. | 1.43 L. | +43.3% | +12.8% |
| 5Y | 16 Jul, 21 | 1 L. | 1.87 L. | +86.7% | +13.3% |
| 10Y | 18 Jul, 16 | 1 L. | 3.86 L. | +286.0% | +14.5% |
| SI | 29 Dec, 15 | 1 L. | 4.09 L. | +309.1% | +14.3% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.