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Tata India Consumer Fund(IDCW)
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.73 | 73.93 | 2.01 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.46 | 66.54 | 1.37 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 0.25% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 5,000 |
| BenchmarkBenchmark |
|---|
| Nifty India Consumption - TRI |
About Sectoral Fund - Consumption
Sectoral Funds - Consumption are equity schemes that majorly invest in consumption sector companies. It will give exposure to entire consumption sector which comprised a wide range of housing, health and education.
Peers & Comparison
EquitySectoral Fund - Consumption
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Tata India Consumer Fund(IDCW) | 31.01% | 23.54% | 20.21% |
| Aditya Birla SL India GenNext Fund(IDCW-Reinv) | 13.36% | 10.53% | 9.89% |
| Axis Consumption Fund(IDCW) | — | — | — |
| Mirae Asset Great Consumer Fund(IDCW) | 11.13% | 12.05% | 14.71% |
Price Comparison
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Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- Zomato Ltd3M change : 1.18 %
Holdings
10.14 %
1.18 % - ITC Ltd3M change : 0.37 %
Holdings
9.97 %
0.37 % - Radico Khaitan Ltd3M change : 0.90 %
Holdings
6.07 %
0.90 %
AMC Profile
Established in 1994, Tata Asset Management Private Limited has a track record of more than 25 years in investment management. Tata Asset Management Private Limited manages investments of Tata Mutual Fund.
No.of Schemes
60
Total AUM
₹ 1,86,319.36 Cr.
Fund Manager Profile
Sonam Udasi
AUM: ₹15,555.17 Cr.
|
Exp: 18yrs
Aditya Bagul
AUM: ₹5,390.70 Cr.
|
Exp: 11yrs
Manager Performance (0)
Tax Implications
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Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%