Tata India Consumer Fund - Direct Plan has delivered 92.52% absolute return over the last 5 years.
The average return for Sectoral/Thematic funds is 77.59% .
This fund ranks #29 in its category based on 5-year returns.
The largest portfolio holding is ETERNAL LTD with a portfolio weight of 8.90% .
The fund currently owns more than 37 stocks.
The top 10 holdings account for 52.97% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 16.22% | -0.11% |
| 2 Year Return | 48.79% | 12.90% |
| 3 Year Return | 85.54% | 41.33% |
| 4 Year Return | 180.75% | 59.19% |
| 5 Year Return | 200.04% | 77.59% |
| 6 Year Return | 224.90% | 118.07% |
| 7 Year Return | 457.25% | 140.00% |
| Expense Ratio | 0.62% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | E-Commerce/E-Retail |
8.90%
|
|
| 2 | Consumer Discretionary |
6.86%
|
|
| 3 |
6.15%
|
||
| 4 | Food Processing & Packaging |
6.13%
|
|
| 5 | Consumer Staples |
5.32%
|
|
| 6 | E-Commerce/E-Retail |
4.44%
|
|
| 7 | Non-Alcoholic Beverages |
4.12%
|
|
| 8 | Consumer Staples |
4.05%
|
|
| 9 | Consumer Staples |
3.78%
|
|
| 10 | Auto Ancl - Batteries |
3.22%
|
|
| 11 | Consumer Discretionary |
3.03%
|
|
| 12 | Food Processing & Packaging |
2.97%
|
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: 1
Risk: Moderate Risk
Tata India Consumer Fund - Direct Plan 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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