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

Tata India Consumer IDCW Reinvest Direct Plan

NAV
₹53.4667
+0.94%
(10 Sep)
AUM
2,371 Cr
TER
0.75%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+63.6%
+62.6%
+62.6%
+62.6%
+45.8%
3Y
+40.1%
+40.0%
+40.0%
+40.0%
+22.6%
5Y
NA
+29.3%
+29.3%
+29.3%
+25.5%
ALL
+32.6%
+13.2%
+13.2%
+13.2%
+21.2%
VOL
23.2%
20.3%
20.3%
20.3%
15.4%
TER
0.4%
0.7%
0.7%
0.7%
0.8%
AUM
₹5,946 Cr
₹4,851 Cr
₹4,851 Cr
₹4,851 Cr
₹2,371 Cr
INFO
1.40
0.65
0.65
0.65
1.38
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 Reinvest (DR)
₹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 31st Jul
Top holdings
ITC Ltd
9.5%
Zomato Ltd
9.0%
Nestle India Ltd
5.4%
Maruti Suzuki India Ltd
5.4%
Radico Khaitan Ltd
4.8%
Tata Consumer Products Ltd
4.8%
Trent Ltd
4.2%
Bikaji Foods International Ltd
3.8%
Dixon Technologies (India) Ltd
2.9%
Metro Brands Ltd
2.8%
Top industry exposure
Consumer Defensive
37.7%
Consumer Cyclical
34.5%
Industrials
13.4%
Basic Materials
5.5%
Technology
4.1%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
68%
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.However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.The Scheme does not assure or guarantee any returns.
Fund manager(s)
Sonam Udasi
Aditya Bagul

FAQs