Tata India Consumer Fund-Regular Plan-Growth

Category: Equity: Thematic-Consumption
Launch Date: 28-12-2015
Asset Class: Equity
Benchmark: Nifty India Consumption TRI
Expense Ratio: 2.39% As on ( 30-11-2018)
Status: Open Ended Schemes(Equity Scheme - Sectoral/ Thematic) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,429.46 Cr As on ( 30-11-2018)
Turn over: 18.2
NAV as on 16-01-2019

17.3295

-0.08 ( -0.4547% )

CAGR Since Inception

19.56%

PERFORMANCE of Tata India Consumer Fund-Regular Plan-Growth

Scheme Performance (%) Data as on - 16-01-2019

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Tata India Consumer Fund-Regular Plan-Growth -3.75 21.58 - - 19.56
Benchmark - - - - -
Equity: Thematic-Consumption -4.25 15.77 16.35 17.75 12.57

Yearly Performance (%)

Fund Managers

Mr. Rupesh Patel, Mr. Sonam Udasi

Mr. Rupesh is a B.E.(Civil) and MBA (Finance) He served as the Tata Asset Management Limited’s Principal Officer of PMS from January 2012 to June 2013. Mr. Patel was the Deputy General Manager of Investments at the Tata Asset Management Limited from May 2008 to January 2012. Prior to this, he served as an Assistant Vice President of Investments at Indiareit Fund Advisors Pvt. Ltd. from August 2007 to April 2008. He was a Deputy General Manager at Credit Analysis & Research Ltd. until August 2007. Mr. Patel served as an Analyst and Manager at the Credit Analysis & Research. He had joined the Credit Analysis & Research in November 2001.

Investment Objective

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.

RETURNS CALCULATOR for Tata India Consumer Fund-Regular Plan-Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Invest Now

Key Performance and Risk Statistics of Tata India Consumer Fund-Regular Plan-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Tata India Consumer Fund-Regular Plan-Growth - - - - - -
Equity: Thematic-Consumption - - - - - -

PEER COMPARISION of Tata India Consumer Fund-Regular Plan-Growth

Period
Data as on - 16-01-2019
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Tata India Consumer Fund-Regular Plan-Growth 28-12-2015 -3.75 26.35 21.58 0.0 0.0
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option 14-09-2009 0.45 17.27 17.52 19.22 0.0
Mahindra Rural Bharat and Consumption Yojana - Regular Plan - Dividend 13-11-2018 0.0 0.0 0.0 0.0 0.0
Mahindra Rural Bharat and Cunsumption Yojana - Regular Plan - Growth 13-11-2018 0.0 0.0 0.0 0.0 0.0
BNP Paribas India Consumption Fund - Regular Plan - Dividend 07-09-2018 0.0 0.0 0.0 0.0 0.0
BNP Paribas India Consumption Fund - Regular Plan - Growth 07-09-2018 0.0 0.0 0.0 0.0 0.0
Mirae Asset Great Consumer Fund - Regular Plan - Growth option 29-03-2011 -0.11 21.38 18.76 18.25 0.0
Canara Robeco Consumer Trends Fund - Regular Plan - Dividend Option 14-09-2009 -1.63 15.86 16.44 18.41 0.0
Aditya Birla Sun Life India Gennext Fund-Growth Option 05-08-2005 -1.85 15.08 16.6 19.5 21.01
Mirae Asset Great Consumer Fund - Regular Plan - Dividend Option 29-03-2011 -2.1 19.16 16.89 16.87 0.0

PORTFOLIO ANALYSIS of Tata India Consumer Fund-Regular Plan-Growth

Asset Allocation (%)

Start Investing NowSign Up