Tata India Consumer

Empty

1–7 yearsInvestment Horizon

HNI,MATarget Segments

Empty

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Risk Profile

Standard Deviation21.1%

Maximum Drawdown-20.3% | Oct 2024

Sharpe Ratio-0.05

Beta1.08

Upside Capture103%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Portfolio Holdings Overview

SectoralAllocation

Financial Services6.57%

Technology5.42%

Services3.8%

Consumers79.45%

Capital Goods4.75%

Geographic Allocation

Domestic100%

Top Stock Holdings

CompanySectorAllocation

Eternal LtdConsumers9.73%

Cash / Net Current AssetUtilities8.93%

Titan Co LtdConsumers6.91%

Nestle India LtdConsumers5.71%

Radico Khaitan LtdConsumers5.54%

CarTrade Tech LtdConsumers4.98%

Varun Beverages LtdConsumers4.15%

Ather Energy LtdConsumers4.00%

Tata Consumer Products LtdConsumers3.67%

United Spirits LtdConsumers3.49%

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

Costs and Fees

Total Expense Ratio (TER)2.12%

Exit Load0.25%

Regulatory & Tax Information

INF277K010A2

ISIN

DailyDealing Frequency

BSE 500 India TR INRBenchmark

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)