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Value Research Rating
Analyst’s Choice
Riskometer
Very High
₹48.5926 1.03%
As on 17-Apr-2025
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
|
Fund name
|
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Tata India Consumer Fund - Direct Plan
|
|
|
Very High
|
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0.78 |
|
 |
|
Very High
|
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0.52 |
||
|
|
Very High
|
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1.28 |
||
|
|
Very High
|
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0.94 |
||
 |
|
Very High
|
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0.57 |
₹2,208 Cr
0.25 (30)
5,000
500
100
6
Investment Strategy
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.
Suitability
Consumption funds are suitable for investors:
Note:
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Tata India Consumer Fund - Direct Plan is mandated to invest at least 80 per cent of its assets in the shares of consumer-facing companies.
Mutual funds can be bought directly from the website of the fund house. For instance, Tata India Consumer Fund - Direct Plan fund can be purchased from the website of Tata Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Tata India Consumer Fund - Direct Plan is ₹48.5926 as of 19-Apr-2025.
The AUM of Tata India Consumer Fund - Direct Plan Fund is ₹2,208 Cr as of 31-Mar-2025
The riskometer level of Tata India Consumer Fund - Direct Plan is Very High. See More
| Company | Percentage of Portfolio |
|---|---|
|
9.37
|
|
|
7.91
|
|
|
6.67
|
|
|
5.86
|
|
|
4.36
|
As of 31-Mar-2025, Tata India Consumer Fund - Direct Plan had invested 92.8% in Equity and 7.2% in Cash & Cash Eq. See More
Tata India Consumer Fund - Direct Plan is 9 years 3 months old. It has delivered 18.51% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
14.63%
|
18.62%
|
23.78%
|
14.50%
|
--
|
18.51%
|
No, There is no lock in period in Tata India Consumer Fund - Direct Plan.
The expense ratio of Tata India Consumer Fund - Direct Plan is 0.78.
