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.
எங்கள் score நீண்டகால performance, risk மற்றும் consistency-ஐ மதிப்பிடுகிறது — past returns மட்டும் அல்ல.
Returns
21 Sep 2026 நிலவரப்படி
Risk ratios
31 Aug 2026 நிலவரப்படி
Portfolio
31 Aug 2026 நிலவரப்படி
Market-cap பிரிவு
துறை ஒதுக்கீடு
Holdings (37)
| Holding | Fund-இன் % | மதிப்பு | பங்குகள் |
|---|---|---|---|
| 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 |
Fund விவரங்கள்
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.