Tata India Consumer Fund Direct Plan - Reinvestment Of Income Distribution Cum Capital Withdrawal Option
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
1Y
Fund2.66%
Cat. Avg.N/A
2Y
Fund3.50%
Cat. Avg.N/A
3Y
Fund14.62%
Cat. Avg.N/A
5Y
Fund14.96%
Cat. Avg.N/A
10Y
Fund17.12%
Cat. Avg.N/A
SI
Fund16.93%
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% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 62158 | +3.6% | +7.6% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.25 L. | +4.2% | +4.3% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.03 L. | +12.7% | +8.3% |
| 5Y | 09 Aug, 21 | 3 L. | 4.17 L. | +38.9% | +13.4% |
| 10Y | 08 Aug, 16 | 6 L. | 13.44 L. | +124.0% | +15.6% |
| SI | 07 Jan, 16 | 6.35 L. | 15.30 L. | +140.9% | +15.9% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 1.03 L. | +2.7% | +2.7% |
| 2Y | 16 Jul, 24 | 1 L. | 1.07 L. | +7.1% | +3.5% |
| 3Y | 17 Jul, 23 | 1 L. | 1.50 L. | +50.1% | +14.5% |
| 5Y | 16 Jul, 21 | 1 L. | 2.01 L. | +100.8% | +15.0% |
| 10Y | 18 Jul, 16 | 1 L. | 4.87 L. | +387.0% | +17.2% |
| SI | 29 Dec, 15 | 1 L. | 5.21 L. | +421.2% | +16.9% |
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.