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Tata India Consumer Fund(IDCW)

IDCW
EquitySectoral Fund - Consumption
Mid-size FundAssets Under Mgmt: ₹ 2,374 Cr
Very High RiskPrinciple investment will be at very high risk
52.740.84% (+0.44)

Price Chart

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Returns
0.00%
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EquitySectoral Fund - Consumption
Mid-size FundAssets Under Mgmt: ₹ 2,374 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.7493.341.94
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.4672.892.04

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
IDCW0 yrs0.25%
0.25% on or before 30D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 5,000
Initial: ₹ 5,000 Incremental: ₹ 1,000
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

Comparing 3 mutual funds from 
EquitySectoral Fund - Consumption
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Tata India Consumer Fund(IDCW)32.55%22.40%20.43%
Aditya Birla SL India GenNext Fund(IDCW-Reinv)16.50%10.80%10.25%
Axis Consumption Fund(IDCW)
Mirae Asset Great Consumer Fund(IDCW)15.15%12.32%15.15%

Price Comparison

Compare Tata India Consumer Fund(IDCW) with any MF, ETF, stock or index
Compare Tata India Consumer Fund(IDCW) with any MF, ETF, stock or index
Tata India Consumer Fund(IDCW)
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Oct 2024

ACTUAL
Cash & EquivalentsEquity9.09%90.91%

Mar 2024

Jun 2024

Sep 2024

Oct 2024

Tickertape Separator

Sector Distribution

+20 morePackaged Foods & MeatsHome Electronics & AppliancesRetail - OnlineFMCG - TobaccoOthers51.23 %7.75 %7.82 %8.91 %9.91 %14.39 %

Mar 2024

Jun 2024

Sep 2024

Oct 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Oct 2411.41%10.71%10.99%7.31%7.74%14.39%
Others as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • ITC Ltd
    ITC
    3M change : 0.38 %

    Holdings

    9.91 %

    0.38 %
  • Zomato Ltd
    ZOMATO
    3M change : -0.07 %

    Holdings

    8.91 %

    -0.07 %
  • Radico Khaitan Ltd
    RADICO
    3M change : 1.13 %

    Holdings

    5.98 %

    1.13 %

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

    75

  • Total AUM

    ₹ 1,98,283.29 Cr.

Fund Manager Profile

Sonam Udasi

AUM:  ₹15,481.31 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 18yrs

Aditya Bagul

AUM:  ₹5,383.77 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 11yrs

Manager Performance (0)

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Tax Implications

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%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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