How to check the XIRR of Tata India Consumer Fund-Direct Plan-Growth?

You can track the exact XIRR and portfolio overlapping of Tata India Consumer Fund-Direct Plan-Growth alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for Tata India Consumer Fund-Direct Plan-Growth?

Use the MutualSaathi Portfolio Analyzer to compare Tata India Consumer Fund-Direct Plan-Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

Tata India Consumer Fund-Direct Plan-Growth

TATA Mutual Fund

Expense Ratio: 0.69

Risk: Very High

Equity Scheme - Sectoral/ Thematic

Plan: Direct

Benchmark: Nifty India Consumption TRI

Inception: 04-12-2015

Exit Load: Nil

Fund Size:₹2,670.06 Cr

Performance

Fund5.92%

Cat. Avg.N/A

Fund5.13%

Cat. Avg.N/A

Fund15.83%

Cat. Avg.N/A

Fund15.68%

Cat. Avg.N/A

10Y

Fund17.48%

Cat. Avg.N/A

Fund17.28%

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	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	ETERNAL LTD	Equity	Listed	Large Cap	Retailing	181.35	8.02%
2	TITAN COMPANY LTD	Equity	Listed	Large Cap	Consumer Durables	177.81	7.86%
3	NESTLE INDIA LTD	Equity	Listed	Large Cap	Food Products	132.16	5.85%
4	ITC LTD	Equity	Listed	Large Cap	Diversified FMCG	109.53	4.84%
5	CASH / NET CURRENT ASSET	CASH	Others		Others	108.39	4.79%
6	RADICO KHAITAN LTD	Equity	Listed	Mid Cap	Beverages	106.49	4.71%
7	DIXON TECHNOLOGIES (INDIA) LTD	Equity	Listed	Mid Cap	Consumer Durables	104.47	4.62%
8	TATA CONSUMER PRODUCTS LTD	Equity	Listed	Large Cap	Agricultural Food & other Products	97.52	4.31%
9	VARUN BEVERAGES LTD	Equity	Listed	Large Cap	Beverages	93.68	4.14%
10	BIKAJI FOODS INTERNATIONAL LTD	Equity	Listed	Small Cap	Food Products	81.16	3.59%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	63641	+6.1%	+12.9%
2Y	07 Aug, 24	1.20 L.	1.29 L.	+7.1%	+7.2%
3Y	07 Aug, 23	1.80 L.	2.09 L.	+16.0%	+10.3%
5Y	09 Aug, 21	3 L.	4.29 L.	+43.1%	+14.6%
10Y	08 Aug, 16	6 L.	13.86 L.	+131.1%	+16.1%
SI	07 Jan, 16	6.35 L.	15.78 L.	+148.5%	+16.5%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Jul, 25	1 L.	1.06 L.	+5.9%	+5.9%
2Y	16 Jul, 24	1 L.	1.11 L.	+10.5%	+5.1%
3Y	17 Jul, 23	1 L.	1.55 L.	+54.9%	+15.7%
5Y	16 Jul, 21	1 L.	2.07 L.	+107.2%	+15.7%
10Y	18 Jul, 16	1 L.	5.03 L.	+402.6%	+17.5%
SI	29 Dec, 15	1 L.	5.38 L.	+437.7%	+17.3%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP 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.