Tata India Consumer Fund

AMC: TATA Moderate Risk Equity Sectoral/Thematic

📊 Quick Summary Of This Page

Tata India Consumer Fund is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹1,000
Minimum SIP
1.68%
Expense Ratio
Mr. Sonam Udasi
Fund Manager
Growth
Plan Type
04 Dec 2015
Launch Date
0.25%
0.25% of NAV if redeemed/switched out before 30 days from the date of allotment.
Exit Load
NAV Momentum
Fund Analysis

Tata India Consumer Fund does not yet have a 5-year performance history.

The average return for Sectoral/Thematic funds is 77.59% .

Holdings Insights

The fund currently owns more than 0 stocks.

The top 10 holdings account for 0.00% of total assets.

Based on portfolio allocation, this fund appears well diversified compared with peers.

Category Comparison
Metric Fund Category Avg
1 Year Return 14.10% -0.11%
2 Year Return 43.33% 12.90%
3 Year Return 75.36% 41.33%
4 Year Return 160.10% 59.19%
5 Year Return 171.91% 77.59%
6 Year Return 187.40% 118.07%
7 Year Return 380.27% 140.00%
Expense Ratio 1.68% -
NAV History
Fund Information

AMC: TATA

Category: Equity • Sectoral/Thematic

Launch Date: 04 Dec 2015

Fund Manager: Mr. Sonam Udasi

Minimum Purchase: ₹5,000

Exit Load: 0.25% of NAV if redeemed/switched out before 30 days from the date of allotment.

Lock-in: 0

Risk: Moderate Risk

About This Fund

Tata India Consumer Fund is managed by TATA and belongs to the Equity category.

Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.

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Frequently Asked Questions

Tata India Consumer Fund is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of Tata India Consumer Fund depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

Tata India Consumer Fund holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in Tata India Consumer Fund, based on the latest portfolio data.

Tata India Consumer Fund currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of Tata India Consumer Fund is , which represents the annual cost charged for managing the fund.

Tata India Consumer Fund manages assets worth approximately , representing the total investor capital under management.

Tata India Consumer Fund carries a risk profile based on its portfolio composition, volatility and market exposure.

Tata India Consumer Fund performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, Tata India Consumer Fund can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

Tata India Consumer Fund is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing Tata India Consumer Fund and making investment decisions.

Yes, Tata India Consumer Fund provides company-wise exposure showing which stocks the fund is invested in and their weightage.

Tata India Consumer Fund may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of Tata India Consumer Fund to estimate returns and wealth creation over different time periods.