Tata India Consumer Fund Direct Plan - Reinvestment Of Income Distribution Cum Capital Withdrawal Option
Expense Ratio: 0.69
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Direct
Benchmark: Nifty India Consumption TRI
Inception: 04-12-2015
Exit Load: Nil
Fund Size:₹2,670.06 Cr
Performance
1Y
Fund-2.71%
Cat. Avg.N/A
2Y
Fund-1.84%
Cat. Avg.N/A
3Y
Fund11.85%
Cat. Avg.N/A
5Y
Fund10.80%
Cat. Avg.N/A
10Y
Fund16.03%
Cat. Avg.N/A
SI
Fund16.41%
Cat. Avg.N/A
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | ETERNAL LTD | 214.33 | 7.93% |
| 2 | TITAN COMPANY LTD | 212.71 | 7.87% |
| 3 | NESTLE INDIA LTD | 160.61 | 5.94% |
| 4 | RADICO KHAITAN LTD | 136.24 | 5.04% |
| 5 | VARUN BEVERAGES LTD | 132.93 | 4.92% |
| 6 | CARTRADE TECH LTD | 123.85 | 4.58% |
| 7 | TATA CONSUMER PRODUCTS LTD | 113.32 | 4.19% |
| 8 | UNITED SPIRITS LTD | 94.80 | 3.51% |
| 9 | CASH / NET CURRENT ASSET | 93.11 | 3.44% |
| 10 | TRENT LTD | 93.06 | 3.44% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 61244 | +2.1% | +4.3% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.24 L. | +2.9% | +3.0% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.94 L. | +7.8% | +5.2% |
| 5Y | 08 Nov, 21 | 3 L. | 4.00 L. | +33.4% | +11.7% |
| 10Y | 07 Nov, 16 | 6 L. | 12.79 L. | +113.2% | +14.6% |
| SI | 07 Jan, 16 | 6.50 L. | 15.31 L. | +135.5% | +15.1% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 97285 | -2.7% | -2.7% |
| 2Y | 16 Oct, 24 | 1 L. | 96360 | -3.6% | -1.8% |
| 3Y | 16 Oct, 23 | 1 L. | 1.40 L. | +39.9% | +11.8% |
| 5Y | 18 Oct, 21 | 1 L. | 1.66 L. | +66.4% | +10.7% |
| 10Y | 17 Oct, 16 | 1 L. | 4.46 L. | +346.0% | +16.1% |
| SI | 29 Dec, 15 | 1 L. | 5.17 L. | +416.5% | +16.4% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Beat inflation and compound wealth faster with an annual step-up.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.