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

Tata India Consumer IDCW Reinvest Direct Plan

NAV
₹51.8515
+0.36%
(18 Dec)
AUM
2,685 Cr
TER
0.69%
Risk
Very High Risk
Rating
Insights
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
+3.5%
+0.1%
+0.1%
+0.1%
-3.1%
3Y
+28.2%
+28.8%
+28.8%
+28.8%
+19.6%
5Y
+29.4%
+23.5%
+23.5%
+23.5%
+18.3%
ALL
+12.0%
+17.5%
+17.5%
+17.5%
+17.9%
VOL
20.0%
17.8%
17.8%
17.8%
15.3%
TER
0.8%
0.5%
0.5%
0.5%
0.7%
AUM
₹5,763 Cr
₹8,189 Cr
₹8,189 Cr
₹8,189 Cr
₹2,685 Cr
INFO
0.60
0.98
0.98
0.98
1.17
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 30th Nov
Top holdings
ITC Ltd
9.1%
Eternal Ltd
8.0%
Radico Khaitan Ltd
6.0%
Titan Co Ltd
6.0%
CarTrade Tech Ltd
5.2%
Cash / Net Current Asset
4.6%
Tata Consumer Products Ltd
4.2%
Bikaji Foods International Ltd
3.5%
BSE Ltd
3.4%
LG Electronics India Ltd
3.3%
Top industry exposure
Consumer Cyclical
33.2%
Consumer Defensive
32.5%
Industrials
10.3%
Financial Services
8.8%
Technology
5.8%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
44%
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