Tata India Consumer Fund Overview

1. Tata India Consumer Fund Extraordinary Gains From Consumption Themed Stocks

2. What is Tata India Consumer Fund? • It is a mutual fund that invests in the stocks of consumption thematic companies. • The fund involves very high risk but has the ability to deliver outstanding gains. • The consumption theme is considered conservative as the demand doesn't get affected by market conditions. • Tata India Consumer Fund has provided highest gains in the category in long term. • It is ideal for experienced investors.

3. Consumption Sector in India • India is a fast growing nation with a gigantic population. • More than 47% of the population is less than 25 years of age. • With the growth of population, the demand for basic necessities also increase. • The consumption sector in India has great scope of development in the long term. • The companies involved in consumption theme have a wide margin of long-term growth. • The demand in the consumption sector does not halt even in the bearish trends of market.

4. Details of Tata India Consumer Fund

5. Where Does it Invest? • Tata India Consumer Fund invests in the stocks of companies which are producers for the basic amenities for the public. • The portfolio is diversified and higher allocation is done in large and mid-cap stocks. • The investment style is growth oriented. • Hindustan Unilever, ITC, Bata India, Maruti Suzuki, Future Retail, and GSK are the top holders in the current portfolio. • Fund manager is highly overweight on FMCG sector to provide consistent growth to the investors.

6. Performance Analysis • The long term returns of Tata India Consumer Fund are highest in the category. • It has performed better than peers in the positive as well as negative market conditions. • Tata India Consumer Fund generated a whopping 73% return in the calendar year of 2018.

7. Fund Manager Mr Sonam Udasi Fund Manager, Tata Mutual Fund Ms Ennette Fernandes Fund Manager, Tata Mutual Fund • Tata Consumer fund is managed by two highly professional fund managers at Tata Mutual Fund. • Both the managers are highly qualified and have years of experience in the asset managment business. • Both the managers handle many equity schemes at Tata MF and have delivered better gains to the investors.

8. Who Should Invest? • Tata Consumer Fund is ideal for experienced investors who can take better calls regarding investments according to the market conditions. • Any change in the market trends concerning consumption sector can have a major impact on the returns of the scheme. • The investment must be done for long term and short term investment in Tata Consumer Fund should be avoided. • Investors are advised to take the assistance of a financial expert before investing as it possess high risk. • Those who want to invest must be ready to tolerate fluctuations in the short term.

9. Interesting Facts About the Fund • Tata India Consumer Fund has provided highest gains in the category many times in the past. • The returns of the scheme are highly dependent on market conditions of concerned sectors. • The expense ratio of the scheme is lower than most of the peers in the category. • The fund possess very high risk but the risk to reward ratio is impressive and among the best in the category. • Tata India Consumer Fund should not be chosen as only scheme in the portfolio as the returns are inconsistent.

10. Outstanding gains from consumption stocks at your fingertips. Disclaimer: The information and suggestions of the funds in the presentation are for informative purpose only. The facts and figures in the presentation are as per the sources which include ValueResearch and Moneycontrol as on 12-6-2019. Mutual fund investments are subject to market risk. Read all the scheme related documents carefully.