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Tata India Consumer Fund-Regular Plan-Growth Tata India Consumer Fund-Regular Plan-Growth

Tata India Consumer Fund - Portfolio Analysis

  • ₹44.73 (0.2082%)

    Current NAV 04-11-2024

  • 43.89%

    1Y Returns

  • Min. SIP ₹100

    Min. Investment ₹5000

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Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Asset Allocation (As on 31-May-2024)

Allocation of Equity and Debt Asset Classes.

  • Equity 97.3%
  • Debt 0.01%
  • Others 2.69%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category Allocation
Large Cap 50.06
Small Cap 28.97
Mid Cap 13.07
Others 5.2

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

Consumer Staples

Services

Automobile

Consumer Discretionary

Capital Goods

Materials

Chemicals

Metals & Mining

Textiles

Current Stocks Holdings of Equity

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
04-Nov-2024
Holdings PE Ratio
04-Nov-2024
1Y Return
ITC Ltd. Large Cap Consumer Staples (29.91) 9.34% 29.5 11.72%
Zomato Ltd. Large Cap Services (36.51) 7.97% -10.49 85.47%
Maruti Suzuki India Ltd. Large Cap Automobile (29.68) 5.9% 24.8 7.65%
Tata Consumer Products Ltd. Large Cap Consumer Staples (95.29) 5.53% 85.62 10.34%
Nestle India Ltd. Consumer Staples (60.14) 5.2% 0 -6.31%
Radico Khaitan Ltd. Small Cap Consumer Staples (83.21) 5.13% 111.36 80.72%
Trent Ltd. Large Cap Services (160.7) 4.53% 147.36 222.16%
Bikaji Foods International Ltd. Small Cap Consumer Staples (60.14) 3.65% 75.19 82.1%
Metro Brands Ltd. Mid Cap Consumer Discretionary (79.55) 3.58% 78.77 -3.58%
Titan Company Ltd. Large Cap Consumer Discretionary (82.6) 3.34% 82.86 -1.48%
Polycab India Ltd. Large Cap Capital Goods (52.76) 3.12% 54.67 29.57%
Hero Motocorp Ltd. Mid Cap Automobile (36.62) 2.82% 23.57 55.6%
Avenue Supermarts Ltd. Large Cap Services (26.29) 2.78% 8.72 63.23%
Dixon Technologies (India) Ltd. Mid Cap Capital Goods (238.47) 2.58% 120.16 172.39%
Restaurant Brands Asia Ltd. Small Cap Services (73.48) 2.56% -19.66 -19.36%
Escorts Kubota Ltd. Mid Cap Automobile (46.87) 2.55% 39.58 20.99%
DOMS Industries Ltd. Small Cap Consumer Staples (26.36) 2.28% 98.97 0%
Berger Paints India Ltd. Large Cap Materials (48.82) 2.13% 52.38 -5.23%
United Spirits Ltd. Large Cap Consumer Staples (30.79) 2.04% 0 0%
Dabur India Ltd. Large Cap Consumer Staples (66) 2% 53.22 -0.03%
Greenpanel Industries Ltd. Small Cap Materials (32.56) 1.91% 32.04 10.69%
Cello World Ltd. Small Cap Consumer Discretionary (96.53) 1.59% 54.02 0%
PB Fintech Ltd. Mid Cap Services (76.58) 1.54% 615.37 84.19%
Kaynes Technology India Ltd. Small Cap Capital Goods (133.83) 1.4% 145.86 129.17%
Pidilite Industries Ltd. Large Cap Chemicals (71.32) 1.38% 82.89 27.05%
Amber Enterprises India Ltd. Small Cap Consumer Discretionary (96.53) 1.37% 108.65 91.8%
Venus Pipes & Tubes Ltd. Small Cap Metals & Mining (31.9) 1.31% 0 33.55%
Raymond Ltd. Small Cap Textiles (19.5) 1.23% 1.41 -10.12%
Campus Activewear Ltd. Small Cap Consumer Discretionary (50.24) 1.08% 25.89 27.41%
Cera Sanitaryware Ltd. Small Cap Materials (24.32) 1.08% -83.25 12.49%
Pricol Ltd. Small Cap Automobile (48.95) 1.04% 36.92 30.52%
BSE Ltd. Small Cap Services 1% - 0%
R R Kabel Ltd. Small Cap Consumer Discretionary (52.76) 0.97% 65.21 9.38%
Flair Writing Industries Ltd. Small Cap Consumer Staples (26.36) 0.82% 26.33 0%
Gillette India Ltd. Small Cap Consumer Staples (54.51) 0.55% 25.73 48.46%

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Market Cap Allocation Of Debt

Shows Distribution among Different Size Companies.

Category Allocation
Others 0.01

Sector Allocation of Debt

Weightage of Portfolio Among Different Sectors.

Consumer Staples

Current Stocks Holdings of Debt

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
5.5% Britannia Industries Ltd. 03/06/2024 Consumer Staples (0) 0.01% 0 7.01%

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Market Cap Allocation Of Others

Shows Distribution among Different Size Companies.

Category Allocation
Others 2.69

Sector Allocation of Others

Weightage of Portfolio Among Different Sectors.

Others

Current Stocks Holdings of Others

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 2.56% - 0%
Others Others 0.13% - 0%

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Frequently Asked Questions

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

Top 5 holdings for Tata India Consumer Fund?

The top holdings of this fund are

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 Sector for Tata India Consumer Fund?

The major sectors of this fund are .

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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