Tata India Consumer IDCW Payout Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹5,000

Tata India Consumer IDCW Payout Direct Plan

NAV
₹46.1830
-1.77%
(4 Apr)
AUM
2,114 Cr
TER
0.79%
Risk
Very High Risk
Loading chart
1M
6M
1Y
3Y
5Y
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+8.4%
+1.4%
+0.0%
+0.0%
+0.0%
3Y
+17.2%
+28.7%
+29.9%
+29.9%
+29.9%
5Y
+25.5%
+38.6%
+33.0%
+33.0%
+33.0%
ALL
+17.9%
+12.4%
+11.6%
+11.6%
+11.6%
VOL
15.5%
21.9%
20.4%
20.4%
20.4%
TER
0.8%
1.0%
1.0%
1.0%
1.0%
AUM
₹2,114 Cr
₹2,105 Cr
₹4,149 Cr
₹4,149 Cr
₹4,149 Cr
INFO
1.15
0.57
0.57
0.57
0.57
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Tata India Consumer IDCW Payout (DP)
₹4,63,063
18.0%
Fixed deposit
₹1,79,435
6.5%
Bank savings
₹1,37,627
3.5%
See fund holdings as of 28th Feb
Top holdings
Cash / Net Current Asset
10.1%
ITC Ltd
9.9%
Zomato Ltd
9.0%
Radico Khaitan Ltd
5.9%
Trent Ltd
5.4%
Nestle India Ltd
4.2%
Tata Consumer Products Ltd
4.2%
Bikaji Foods International Ltd
3.6%
DOMS Industries Ltd
3.6%
Titan Co Ltd
3.1%
Top industry exposure
Consumer Cyclical
33.9%
Consumer Defensive
32.4%
Industrials
12.2%
Technology
5.3%
Financial Services
3.2%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
52%
Lock-in period
-
Exit load
• 0.25% for redemption within 30 days
Fund objective
The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its assets in equity/equity related instruments of the companies in the Consumption Oriented sectors in India.
Fund manager(s)
Sonam Udasi
Aditya Bagul

FAQs