Tata India Consumer Fund Regular-Growth
The fund is rated 3.5 stars. The strongest areas were investment selection within each industry and balance between returns and downside risk, while investment selection within each asset type provided some support. Higher annual fee of 2.12% and above-average fund size of Rs 2,814.95 crore were minor drawbacks.
This fund has a ok track record with Asset Selection/Timing, a good track record with Stock Selection/Timing, a good risk-reward ratio. It is important to note, however, that this fund has a 2814.95 AUM and a 2.12 expense ratio. Considering all these factors, we have rated this fund as 3.5 star.
અમારો સ્કોર લાંબા ગાળાની કામગીરી, જોખમ અને સાતત્યને વજન આપે છે — ફક્ત ભૂતકાળના વળતરને નહીં.
રિટર્ન
21 Sep 2026 મુજબ
જોખમ ગુણોત્તર
31 Aug 2026 મુજબ
પોર્ટફોલિયો
31 Aug 2026 મુજબ
માર્કેટ-કેપ વિભાજન
સેક્ટર ફાળવણી
હોલ્ડિંગ્સ (37)
| હોલ્ડિંગ | ફંડનો % | મૂલ્ય | શેર |
|---|---|---|---|
| Eternal Ltd. | 9.36% | ₹271.67 Cr | 82,80,000 |
| Titan Company Ltd. | 6.97% | ₹202.06 Cr | 3,96,000 |
| Nestle India Ltd. | 5.90% | ₹171.05 Cr | 11,43,000 |
| Radico Khaitan Ltd. | 5.34% | ₹154.87 Cr | 3,45,300 |
| CarTrade Tech Ltd. | 4.74% | ₹137.58 Cr | 4,59,888 |
| Ather Energy Ltd. | 4.26% | ₹123.67 Cr | 7,20,000 |
| Tata Consumer Products Ltd. | 3.77% | ₹109.3 Cr | 10,53,533 |
| Varun Beverages Ltd. | 3.62% | ₹104.88 Cr | 26,19,000 |
| United Spirits Ltd. | 3.61% | ₹104.6 Cr | 7,02,000 |
| Bajaj Auto Ltd. | 3.01% | ₹87.34 Cr | 72,000 |
ફંડ વિગતો
Long Term Capital Appreciation. Investment in equity/equity related instruments of the companies in the Consumption Oriented sector in India.
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.
Exit load of 0.25% if redeemed within 30 days.