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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
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