Tata India Consumer Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | 8.17 | 14.93 | 13.81 | 13.64 |
| Average Rolling Returns(%) | 19.42 | 16.08 | 16.47 | 16.26 |
The Current NAV of Tata India Consumer Fund - Growth - Direct Plan is ₹54.98.
You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.
Tata India Consumer Fund - Growth - Direct Plan fund’s expense ratio is 0.62%
The process for redemption is
The AUM of Tata India Consumer Fund - Growth - Direct Plan is currently ₹2,901 Crores.
The Top three stocks are Eternal, Titan Company and Nestle India and account for 22% of its portfolio. Top 5 and 10 stocks of fund account for 32% and 51% of fund’s portfolio respectively.
Top three sectors of Tata India Consumer Fund - Growth - Direct Plan fund are FMCG, Auto and Retail accounting for 63% of the total portfolio.
Funds Portfolio Quality is Not Good. It has a mix of Red, Orange and Mid cap or Small cap stocks.Since this is a Equity - Sectoral Fund - Consumption it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Tata India Consumer Fund - Growth - Direct Plan Fund is Equity - Sectoral Fund - Consumption.
Sonam Udasi and Aditya Bagul manage the Tata India Consumer Fund - Growth - Direct Plan Fund.
Tata India Consumer Fund - Growth - Direct Plan current PE ratio is 52.94 and PB ratio is 13.89
The asset allocation of Tata India Consumer Fund - Growth - Direct Plan is Stocks : 94.57%, Debt : 5.43% and Gold : 0%
The minimum SIP amount for Tata India Consumer Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹5000.00
The exit load for Tata India Consumer Fund - Growth - Direct Plan is 0.25% on or before 30 days
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Name of the IA registered
with SEBI: |
The Alchemists Ark Pvt. Ltd. |
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Logo:
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Trade/Brand
Name of IA: |
MoneyWorks4Me Investment Advisers |
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Brand Logo:
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SEBI Registration Number:
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INA000013323 Validity – May 16, 2019 – Perpetual |
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Registration:
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Non-Individual |
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BSE Enlistment No:
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1187 |
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Address:
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B-101, Signet Corner Building, Balewadi Phata, Baner, Pune, Maharashtra 411045 |
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Compliance Officer
Details: |
Name: Shrikant Jagtap Email: shrikant.jagtap@moneyworks4me.com |
Telephone: +919860359463 Address: Same as IA |
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Grievance Officer
Details: |
Name: Mukta Vaze Email: mukta.vaze@moneyworks4me.com |
Telephone: +919860919463 Address: Same as IA |
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Principal Officer
Details: |
Name: Atharva Bhide Email: atharva.bhide@moneyworks4me.com |
Telephone: +919175899463 Address: Same as IA |
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Standard Warning:
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Investment in securities market are subject to market risks. Read all the related documents carefully before investing. |
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Disclaimer:
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Registration granted by SEBI, enlistment with exchange and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. |
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