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

Tata India Consumer IDCW Payout Direct Plan

NAV
₹50.9381
+0.76%
(15 Jul)
AUM
2,457 Cr
TER
0.72%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+3.9%
-5.2%
-5.2%
-7.0%
-7.0%
3Y
+21.9%
+38.7%
+38.7%
+39.6%
+39.6%
5Y
+23.2%
+32.6%
+32.6%
+31.2%
+31.2%
ALL
+18.6%
+12.2%
+12.2%
+17.1%
+17.1%
VOL
15.5%
20.3%
20.3%
20.3%
20.3%
TER
0.7%
0.8%
0.8%
0.9%
0.9%
AUM
₹2,457 Cr
₹5,427 Cr
₹5,427 Cr
₹1,439 Cr
₹1,439 Cr
INFO
1.20
0.60
0.60
0.84
0.84
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)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Jun
Top holdings
ITC Ltd
8.9%
Eternal Ltd
7.2%
Radico Khaitan Ltd
6.2%
Titan Co Ltd
5.4%
Trent Ltd
4.8%
Tata Consumer Products Ltd
4.3%
HDFC Asset Management Co Ltd
4.0%
Bikaji Foods International Ltd
3.9%
DOMS Industries Ltd
3.2%
CarTrade Tech Ltd
3.1%
Top industry exposure
Consumer Cyclical
34.5%
Consumer Defensive
33.3%
Industrials
14.0%
Financial Services
7.6%
Technology
3.1%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
50%
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