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3 Year return

21.53%
20222022Jul '22Jul '2220232023Jul '23Jul '2320242024
Launched on December 2015 (10 years)

Investment Details

₹100

Minimum SIP Amount

₹5000

Minimum one time investment

Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

ENTER AMOUNT

Your Investment ₹3,600
Gain
  • 41.33%
  • ₹1,488
  • Total Value
  • ₹5,088

Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

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.

Ratings

ARQ Rating
0

Ratings by other agencies

2
0
0

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

Holdings

Tata Mutual Fund Managers

SU

Sonam Udasi

Fund Manager since Apr 2016

View Details

Fund House Details

Tata Mutual Fund

Tata Mutual Fund Asset management company

AUM ₹147,271.50 Cr.
No. of Schemes 165
Setup Date March 1994

Peer Comparison

Comparison with other similar funds

Schemes by Tata Mutual Fund

List of mutual fund schemes by AMC

Funds 3 Years Returns
scheme logo

Hybrid . Dynamic Asset Allocation or Balanced Advantage

TATA Balanced Advantage Fund Direct Plan Growth

14.42%
scheme logo

Hybrid . Dynamic Asset Allocation or Balanced Advantage

TATA Balanced Advantage Fund Direct Plan Payout of IDCW Payout

14.42%
6.29%

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
Email 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.

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FAQs

What is today's NAV of TATA India Consumer Fund Direct Plan Reinvestment of IDCW Reinvestment?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of TATA India Consumer Fund Direct Plan Reinvestment of IDCW Reinvestment on May 29 2024, is ₹43.8385

FAQs

What is today's NAV of TATA India Consumer Fund Direct Plan Reinvestment of IDCW Reinvestment?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of TATA India Consumer Fund Direct Plan Reinvestment of IDCW Reinvestment on May 29 2024, is ₹43.8385