Compare Union Consumption Fund vs Tata India Consumer Fund
Risk
Very High
Very High
Rating
-
4.0
Min SIP Amount
₹500
₹100
Expense Ratio
2.83
2.14
NAV
₹9.71
₹53.89
Fund Started
01 Dec 2025
04 Dec 2015
Fund Size
₹328.62 Cr
₹2703.34 Cr
Exit Load
Exit load of 1%, if redeemed within 1 Year.
Exit load of 0.25% if redeemed within 30 days.
1 Year
-
4.12%
3 Year
-
14.14%
5 Year
-
14.13%
Equity
98.45%
96.41%
Cash
1.51%
3.59%
Top 10 Holdings
Bharti Airtel Ltd. | 7.11% |
Maruti Suzuki India Ltd. | 6.75% |
Eternal Ltd. | 5.19% |
Mahindra & Mahindra Ltd. | 4.59% |
Varun Beverages Ltd. | 4.50% |
Trent Ltd. | 4.38% |
Titan Company Ltd. | 3.60% |
Radico Khaitan Ltd. | 3.46% |
Tata Consumer Products Ltd. | 3.29% |
LG Electronics India Ltd. | 3.06% |
Eternal Ltd. | 7.93% |
Titan Company Ltd. | 7.87% |
Nestle India Ltd. | 5.94% |
Radico Khaitan Ltd. | 5.04% |
Varun Beverages Ltd. | 4.92% |
CarTrade Tech Ltd. | 4.58% |
Tata Consumer Products Ltd. | 4.19% |
United Spirits Ltd. | 3.51% |
Trent Ltd. | 3.44% |
BSE Ltd. | 3.35% |
Name
-
-
Start Date
-
-
Description
The scheme seeks to generate long-term capital appreciation by investing in companies those are engaged in consumption and consumption related sector or allied sectors. These companies are expected to directly or indirectly benefit from changing consumer aspirations, changing lifestyle and overall growth in consumption led demand.
The scheme seeks long term capital appreciation by investing atleast 80% of it's net assets in equity/equity related instruments of the companies in the Consumption Oriented sectors in India.
Launch Date
01 Dec 2025
04 Dec 2015
