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(%) | 40.97 | 21.4 | 17.77 | N/A |
Average Rolling Returns(%) | 20.57 | 14.93 | 14.57 | N/A |
The Current NAV of Tata India Consumer Fund - Regular Plan - Growth is ₹38.26.
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 2.06%
The process for redemption is
The AUM of Tata India Consumer Fund - Regular Plan - Growth is currently ₹1,950 Crores.
The Top three stocks are ITC, Zomato and Maruti Suzuki and account for 22% of its portfolio. Top 5 and 10 stocks of fund account for 34% and 55% of fund’s portfolio respectively.
Top three sectors of Tata India Consumer Fund - Regular Plan - Growth fund are FMCG, Retail and Auto accounting for 60% 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 and Aditya Bagul manage the Tata India Consumer Fund - Regular Plan - Growth Fund.
Tata India Consumer Fund - Regular Plan - Growth current PE ratio is 76.69 and PB ratio is 16.75
The asset allocation of Tata India Consumer Fund - Regular Plan - Growth is Stocks : 94.10%, Debt : 5.89% and Gold : 0%
The minimum SIP amount for Tata India Consumer Fund - Regular Plan - Growth is ₹100.00 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