FAQ's : Tata India Consumer Fund - Regular Plan - Growth

Tata India Consumer Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 16.54 22.98 13.47 N/A
Average Rolling Returns(%) 19.57 13.94 14.39 N/A

The Current NAV of Tata India Consumer Fund - Regular Plan - Growth is ₹32.49.

You can consider SIP in Tata India Consumer Fund - Regular Plan - Growth as it has consistently outperformed the benchmark and has a Very good quality portfolio. Funds returns are more likely to be different than its benchmark Nifty India Consumption returns, as Funds portfolio is significantly different.

Tata India Consumer Fund - Regular Plan - Growth fund’s expense ratio is 2.09%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Tata India Consumer Fund - Regular Plan - Growth is currently ₹1,625 Crores.

The Top three stocks are ITC, Nestle and Jubilant FoodWorks and account for 21% of its portfolio. Top 5 and 10 stocks of fund account for 31% and 53% of fund’s portfolio respectively.

Top three sectors of Tata India Consumer Fund - Regular Plan - Growth fund are FMCG, Retail and Consumer Durables accounting for 68% of the total portfolio.

Funds Portfolio Quality is Very Good. It has a large proportion of Green 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 - Regular Plan - Growth Fund is Equity - Sectoral Fund - Consumption.

Sonam Udasi manages the Tata India Consumer Fund - Regular Plan - Growth Fund.

Tata India Consumer Fund - Regular Plan - Growth current PE ratio is 69.01 and PB ratio is 15.95

The asset allocation of Tata India Consumer Fund - Regular Plan - Growth is Stocks : 93.87%, Debt : 6.14% and Gold : 0%

The minimum SIP amount for Tata India Consumer Fund - Regular Plan - Growth is ₹150.00 and minimum lumpsum is ₹5000.00

The exit load for Tata India Consumer Fund - Regular Plan - Growth is 0.25% on or before 30 days