Tata India Consumer Fund
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation19.0%
Sharpe Ratio0.11
Beta1.03
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
ITC LtdConsumers8.86%
Eternal LtdConsumers7.20%
Radico Khaitan LtdConsumers6.25%
Titan Co LtdConsumers5.41%
Trent LtdConsumers4.78%
Tata Consumer Products LtdConsumers4.30%
HDFC Asset Management Co LtdFinancial Services3.99%
Bikaji Foods International LtdConsumers3.91%
DOMS Industries LtdCapital Goods3.23%
CarTrade Tech LtdConsumers3.11%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.98%
Exit Load0.25
Regulatory & Tax Information
INF277K010A2
ISINDailyDealing Frequency
BSE 500 India TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)