銀行貸款 小額借貸 線上貸款 汽車貸款 手機貸 瘋正妹 橘子影城 古蹟交流社 東森新聞手機板 東森新聞 港書館 super娛樂城 金鈦城娛樂城 信用版娛樂城 贏家娛樂城 WG娛樂城

Tata India Consumer Fund Growth

Tata India Consumer Fund Growth

+14.19%
3Y annualised
+0.37% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 19 Jun '26
?45.48
Min. for SIP
?100
Fund size (AUM)
?2,582.94 Cr
Expense ratio
2.73%
Rating
4

Return calculator

Monthly investment
?5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year?60,000?61,913
+3.19%
3 years?1,80,000?2,02,523
+12.51%
5 years?3,00,000?4,08,136
+36.05%
10 years?6,00,000?12,59,654
+109.94%

Holdings (38)

NameSectorInstrumentsAssets
Zomato LtdTechnologyEquity8.03%
Titan Company LtdConsumer DiscretionaryEquity7.53%
Nestle India LtdConsumer StaplesEquity6.29%
Varun Beverages LtdConsumer StaplesEquity5.35%
Radico Khaitan LtdConsumer StaplesEquity5.09%
Tata Consumer Products LtdConsumer StaplesEquity4.81%
BSE LtdFinancialEquity4.05%
United Spirits LtdConsumer StaplesEquity3.32%
Bikaji Foods International LtdConsumer StaplesEquity3.28%
ITC LtdConsumer StaplesEquity3.23%
CarTrade Tech LtdConsumer DiscretionaryEquity3.09%
Trent LtdConsumer DiscretionaryEquity3.09%
Bajaj Auto LtdConsumer DiscretionaryEquity2.92%
Multi Commodity Exchange Of India LtdFinancialEquity2.88%
DOMS Industries Ltd.IndustrialsEquity2.78%
Ather Energy Ltd.Consumer DiscretionaryEquity2.69%
Cash/Net Current AssetsUnspecifiedCash/Net Current Assets2.61%
Bharti Airtel LtdTechnologyEquity2.55%
Apollo Hospitals Enterprise LtdHealthcareEquity2.28%
LG Electronics India Ltd.Consumer DiscretionaryEquity2.25%
HDFC Asset Management Company LtdFinancialEquity2.05%
Dixon Technologies (India) LtdConsumer DiscretionaryEquity2.01%
Metro Brands LtdConsumer DiscretionaryEquity1.81%
Cera Sanitaryware LtdIndustrialsEquity1.61%
PNGS Reva Diamond Jewellery Ltd.Consumer DiscretionaryEquity1.51%
Honasa Consumer Ltd.Consumer StaplesEquity1.42%
Gillette India LtdConsumer StaplesEquity1.40%
Billionbrains Garage Ventures Ltd.FinancialEquity1.30%
Avenue Supermarts LtdConsumer StaplesEquity1.13%
Dr. Lal Pathlabs LtdHealthcareEquity1.12%
Adani Wilmar LtdConsumer StaplesEquity1.06%
Ethos LtdConsumer DiscretionaryEquity1.03%
Pricol LtdConsumer DiscretionaryEquity1.01%
Mahindra & Mahindra LtdConsumer DiscretionaryEquity0.96%
Maruti Suzuki India LtdConsumer DiscretionaryEquity0.91%
PG Electroplast LtdIndustrialsEquity0.73%
Endurance Technologies LtdConsumer DiscretionaryEquity0.69%
RepoUnspecifiedRepo0.13%
See All

Minimum investments

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

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+14.2%+14.1%+16.2%+15.5%
Category average (Equity Thematic)+16.5%+16.6%+14.5%--
Rank (Equity Thematic)111--

Exit load, stamp duty and tax

Exit load

Exit load of 0.25% if redeemed within 30 days.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Fund management

SU
Sonam Udasi
Apr 2016 - Present
View details

Education
Mr. Udasi is a B.Com and also holds PGDM(Finance).
Experience
Prior to joining Tata AMC he was associated with ASK Raymond James, JM Financial AMC, Prime Securities, BRICS Securities and IDBI Capital Market Services Ltd.

AB
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

About Tata India Consumer Fund Growth

Tata India Consumer Fund Growth is a Equity Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 30 Jun 1995. Sonam Udasi is the Current Fund Manager of Tata India Consumer Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ?2,25,507 Cr and the Latest NAV as of 19 Jun 2026 is ?45.48. The Tata India Consumer Fund Growth is rated Very High risk. Minimum SIP Investment is set to ?100. Minimum Lumpsum Investment is ?5,000. Exit load of 0.25% if redeemed within 30 days. ;

Investment Objective

The scheme seeks long term capital appreciation by investing atleast 80% of it's net assets in equity/equity related instruments of the companies in the Consumption Oriented sectors in India.
Fund benchmarkNIFTY India Consumption Total Return Index

Fund house

Rank (total assets)#14 in India
Total AUM?2,25,506.60 Cr
Date of Incorporation30 Jun 1995
Launch Date30 Jun 1995
Address9th Floor, Mafatlal Centre,Nariman Point, Mumbai 400021
CustodianStandard Chartered Bank
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

銀行貸款 小額借貸 線上貸款 汽車貸款 手機貸 瘋正妹 橘子影城 古蹟交流社 東森新聞手機板 東森新聞 港書館 super娛樂城 金鈦城娛樂城 信用版娛樂城 贏家娛樂城 WG娛樂城

xxfseo.com