Tata India Consumer Fund Regular Growth

• Alpha -0.29%
• Beta 0.94
• Sharpe Ratio1.22
• Std Deviation 13.66%
• Tracking Error 6.31%

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.

The Tata India Consumer Fund Regular Growth has an AUM of 1625.05 crores & has delivered CAGR of 14.54% in the last 5 years. The fund has an exit load of 0.25% and an expense ratio of 2.09%. The minimum investment in Tata India Consumer Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 150.

As per morningstar the risk & return rating of the fund are Moderate & High respectively.

The top holdings of the fund include ITC, Nestle India, Cash / Net Current Asset & Jubilant Foodworks Ltd.

The major sectors where the fund is invested are Food Processing, Personal & Household Prods., Tobacco & Retail (Apparel).

Some of the similar funds are SBI Consumption Opportunities Fund Regular Plan Growth, Mirae Asset Great Consumer Regular Growth, Aditya Birla Sun Life India GenNext Fund Growth, Tata India Consumer Fund Regular Growth, Sundaram Consumption Fund Growth. Tata India Consumer Fund Regular Growth has a sharpe ratio of 1.22 & a standard deviation of 13.66%.