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.
आमचा स्कोअर दीर्घकालीन कामगिरी, जोखीम आणि सातत्य यांचे वजन करतो — फक्त मागील परतावे नाही.
परतावा
21 Sep 2026 पर्यंत
जोखीम गुणोत्तरे
31 Aug 2026 पर्यंत
पोर्टफोलिओ
31 Aug 2026 पर्यंत
मार्केट-कॅप विभागणी
क्षेत्रनिहाय वाटप
होल्डिंग्स (37)
| होल्डिंग | फंडाचा % | मूल्य | शेअर्स |
|---|---|---|---|
| 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 |
फंड तपशील
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.