Tata Mutual Fund
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Tata India Consumer Fund

Tata-India-Consumer Fund
Overview

The investment objective of the scheme is to seek long term capital appreciation by investing at least 80% of its net assets in equity/equity related instruments of companies in the consumption-oriented sectors in India viz:

  • Automobiles
  • Media and Entertainment
  • Consumer Durables and FMCG
  • Textiles

India is clearly well-positioned to reap benefits of demographic dividend. The structural drivers expected to drive consumption growth: Evolving middle class, Exponential growth in GDP per capita & Urbanization Consumer sector growth has a high correlation with strong economic growth. Hence, we believe, an improving macroeconomic environment is expected to give a thrust to consumer sector growth. Low market penetration, particularly in the rural areas, presents a significant opportunity. India's nascent retail sector is expected to post high growth relative to the developed markets. There exists significant scope for increase in organized retail penetration across categories, especially in segments like home decor & furnishing & beauty & personal care where the gross margins are also lucrative. The same holds true for automobiles as well.

Tata India Consumer Fund is an open-ended equity scheme that predominantly invests in equity & equity related instruments of companies from Consumption oriented sectors in India.


Asset Allocation

Under normal circumstances, funds of the Scheme, shall (after providing for all ongoing expenses) be invested as per the indicative asset allocation pattern as given below:

Instruments
Indicative Allocation (% of Total Assets)
Risk Profile
Minimum
Maximum
Equity & equity related instruments^ of companies in the Consumption Oriented Sector in India.
80%
100%
High
Debt & Money Market Instruments*
0%
20%
Low to Medium

Fund Manager will follow the AMFI sector classification for deciding the investment universe for the scheme. As per AMFI industry classification, Automobiles, Consumer Goods, Media & Entertainment & Textiles sectors are classified as Consumption Oriented Sectors.

^ The Scheme will comply with all the applicable circulars issued by SEBI as regard to derivatives viz. SEBI Circular no. SEBI/MFD/CIR No. 03/158/03 dated June 10, 2003, no. DNPD/Cir-29/2005 dated September 14, 2005, no. SEBI/IMD/CIR No. 9/108562/07 dated November 16, 2007, no. Cir/IMD/ DF/ 11/ 2010 dated August 18, 2010. The cumulative gross exposure to equity, equity related instruments, debt, money market instruments & derivatives shall not exceed 100% of the net assets of the scheme. The exposure to derivatives will not exceed 50% of the net assets of the scheme.

The scheme does not seek to invest in securitized debt. The scheme does not seek to invest in foreign securities. The Scheme does not seek to participate in repo/reverse repo in corporate debt securities. The Scheme does not seek to participate in credit default swaps. The Scheme may engage in short selling of securities in accordance with the framework relating to short selling & securities lending & borrowing specified by SEBI.

Not more than 20% of the net assets of the scheme can be deployed in stock lending. The scheme would limit its exposure, with regards to securities lending, for a single intermediary, to the extent of 5% of the total net assets of the scheme at the time of lending.

Due to market conditions, the AMC may invest beyond the range set out above. Such deviations shall normally be for a short term purpose only for defensive considerations & such deviation shall be subjected to 30 days rebalancing period.

For detailed information kindly refer the Scheme Information Document.


Who should invest / Key Attributes
  • Ideal for Investors:
    • Looking to participate in potential Capital appreciation opportunities in Consumption oriented sector benefiting from Indian economic growth.
    • Investors with higher risk profile looking to invest in a theme oriented Scheme.
  • Key Attributes:
    • Invests in fundamentally strong companies from Consumption Oriented Sectors in India.
    • Benefits of Multiple Fund Managers as the Fund is managed by ‘Lead Fund Manager’ & supported additionally by one or more Fund Managers in the portfolio management process.

Fund Manager

Sonam Udasi

Sonam Udasi Backed with 19 years of his expertise in Equities Research is presently the Fund Manager for many of the equity schemes at Tata Asset Management, since April 2016.

Sonam joined Tata Asset Management as Head Research in April 2014. He has also served as the Principal Officer for the Portfolio Management Services vertical of Tata Asset Management.

Prior to joining Tata Asset Management, Sonam headed the Research Team at IDBI Capital Market Services Ltd. for 4 years. During this tenure, IDBI Capital Research Team was rated as No. 3 “Top Most Award Winning Team” by Thomson Reuters Starmine Awards for Excellence for Fiscal Year 2013.

He started his career as an Analyst with the Quantum Group headed by Ajit Dayal, building expertise in sectors like Consumer Staples, Retail, Media, Pharma and Utilities.

He later joined JM Financial AMC as Senior Analyst reporting to the CIO. Apart from this, he has also worked with erstwhile ASK Raymond James and BRICS Securities (Head – Consumer Vertical).

Sonam has a Post Graduate Diploma in Business Administration, specializing in Finance.


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Scheme Information
Objective

The investment objective of the scheme is to seek 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.
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.

Nature of the Scheme:

An Open Ended Consumption Oriented Sector Scheme

Options / Plan
Regular Plan (Routed through Distributor)
  • - Growth
  • - Dividend
Direct Plan
  • - Growth
  • - Dividend
Entry Load
Not Applicable
Exit Load

NIL

Min. Purchase Amount
5, 000/- & in multiple of 1/- thereafter.
Min. Additional Purchase Amt.
1, 000/- & in multiple of 1/- thereafter.
Min. Redemption Amt. / Units*
500/- or 50 units.
Systematic Investment Plan
Frequency No. of Installments Min. Installment Amt.
Monthly 12 500/-
6 1, 000/-
Quarterly 6 1, 000/-
4 1, 500/-
Systematic Withdrawal Plan

Available

Yes

Frequency

Monthly / Quarterly

Min.Withdrawal Amt.

500/-
STP
Available

*There is no minimum amount requirement in case unitholder is opting for an all units switch.


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