Tata India Consumer Fund Direct Growth

Equity
Sectoral / Thematic
Very High Risk
22.44%
3Y annualised
-0.39% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 24 May 2024₹44.14
Min. SIP amount₹100
Rating2
Fund size₹1,949.56Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Sectoral / Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns38.8%22.4%20.0%19.3%
Category average37.4%21.1%18.7%NA
Rank with in category456NA
Understand terms

Holdings (33)

NameSectorInstrumentAssets
Consumer StaplesEquity8.85%
ServicesEquity7.19%
AutomobileEquity6.07%
Consumer StaplesEquity5.76%
Consumer StaplesEquity5.69%
Consumer StaplesEquity5.52%
Consumer DiscretionaryEquity4.97%
ServicesEquity4.77%
Consumer StaplesEquity3.37%
AutomobileEquity3.08%
See All

Pros and cons

Category: Equity Sectoral / Thematic

Pros

Cons

Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
Low rating: 2
Lower expense ratio: 0.79%

Expense ratio, exit load and tax

Expense ratio: 0.79%

Inclusive of GST

Exit load

Exit load of 0.25% if redeemed within 30 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹100

Fund management

Aditya Bagul
Oct 2023 - Present
View details

Education
Mr. Bagul has done B.Com, CA and CFA
Experience
Prior to joining Tata Mutual Fund, he has worked with Axis Capital Ltd., Ambit Capital and Reliance Capital
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
9th Floor, Mafatlal Centre,Nariman Point, Mumbai 400021
Phone
1800-209-0101
Launch Date
30 Jun 1995
Tata Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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