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3 Year return
21.53%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹1949.56 Cr.
Expense Ratio
0.79% (inclusive of GST)
Exit Load
0.25% of NAV if redeemed/switched out before 30 Days from the date of allotment.
Tax Implications
Withdrawal within 1 year
Exit load + 15% tax on gains
Withdrawal after 1 year
10% tax on gains over ₹1 Lakh per financial year
Fund Holdings
Tata Mutual Fund Managers
SU
Sonam Udasi
Fund Manager since Apr 2016
Fund House Details
Tata Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
Invesco India PSU Equity Fund Direct Plan IDCW (Payout / Payout) |
42.14% |
0 |
Quant Infrastructure Fund IDCW Direct Plan Payout |
38.55% |
0 |
Invesco India Infrastructure Fund Direct Plan IDCW (Payout / Payout) |
37.43% |
0 |
Schemes by Tata Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Dynamic Asset Allocation or Balanced Advantage
TATA Balanced Advantage Fund Direct Plan Growth
Hybrid . Dynamic Asset Allocation or Balanced Advantage
TATA Balanced Advantage Fund Direct Plan Payout of IDCW Payout
Hybrid . Arbitrage Fund
TATA Arbitrage Fund Direct Plan Monthly Payout of IDCW Payout
Hybrid . Arbitrage Fund
TATA Arbitrage Fund Direct Plan Monthly Reinvestment of IDCW Reinvestment
Hybrid . Arbitrage Fund
TATA Arbitrage Fund Direct Plan Growth
About TATA India Consumer Fund Direct Plan Reinvestment of IDCW Reinvestment
The TATA India Consumer Fund Direct Plan Reinvestment of IDCW Reinvestment is a sectoral equity fund managed by Tata Mutual Fund. This fund invests in a concentrated portfolio of companies from consumption-oriented sectors across the spectrum of market capitalisations. The TATA India Consumer Fund Direct Plan Reinvestment of IDCW Reinvestment is an open-ended fund. This means that investors can buy and sell units of the fund in the secondary market at any time. The expense ratio of the TATA India Consumer Fund Direct Plan Reinvestment of IDCW Reinvestment is slightly higher than the category average.
Investment Objectives of the Scheme
The fund seeks to achieve its investment objective by investing at least 80% of its assets in equity and equity-related instruments of companies engaged in the consumer sector in India. The fund may also invest in derivatives, debt securities, and money market instruments, but only to the extent necessary for hedging or liquidity management purposes.
Key Features of The Fund
5-year return | 19.82% |
Expense Ratio | 0.79% |
Fund Manager | Sonam Udasi |
Fund Size | ₹1949.56 Cr |
Risk Profile | Very High |
Is This Scheme Right for Me?
This fund is suitable for investors who have a long-term investment horizon and are willing to take moderate risks. The fund is also suitable for investors who have an understanding of the consumer sector and believe that it has the potential to generate long-term growth. However, it is important to remember that this is a sectoral fund and is subject to the risks associated with the healthcare sector. Investors should do their own research before investing in this fund.
AMC Contact Details
Name | Tata Mutual Fund |
Launch Date | March 1994 |
Addresss | Mulla House, Ground Floor, 51, M.G. Road, Near Flora Fountain, Mumbai – 400 001 Maharashtra |
Contact | (022) 6282 7777 |
service@tataamc.com | |
Website | https://www.tatamutualfund.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.