Tata Income Fund Direct Growth+0.14%

2Groww
10.54%
1 Year Return
Debt
Medium to Long Duration
2.0 star
6M
1Y
3Y
5Y
All

Fund Details

Tata Income Fund Direct Growth

RiskModerately Low
Min SIP Amount₹500
Expense Ratio1.08%
NAV59.97 (08 Jul 2019)
Fund Started31 Dec 2012
Fund Size73 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Tata Income Fund Direct Growth
10.5%
7.3%
8.8%
8.7%
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 10.5% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    GOISovereignGOI Sec30.9%
    GOISovereignGOI Sec6.5%
    Reliance Industries Ltd.EnergyDebenture6.4%
    National Bank For Agriculture & Rural DevelopmentFinancialDebenture6.3%
    GOISovereignCGL6.2%
    REC Ltd.FinancialDebenture6.1%
    Jamnagar Utilities and Power Pvt. Ltd.EngineeringNCD5.9%
    SBI Cards & Payments Services Ltd.FinancialBonds/Deb5.9%
    ICICI Bank Ltd.FinancialNCD5.5%
    GOISovereignGOI Sec0.3%
    See All

    Fund Managers

    addAkhil Mittal
    Education
    Mr. Mittal is B.Com (H) and MBA from University Business School.
    Experience
    Prior to joining Tata AMC, he has worked with Canara Robeco AMC, Principal PNB AMC, Edelweiss Securities Ltd. and Rallis India Ltd.
    Funds Managed

    Other Details

    Tata Income Fund Direct Growth is a Debt Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was introduced to investors on 31 Dec 2012. Akhil Mittal is the Current Fund Manager of Tata Income Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹73 Cr and the Latest NAV as of 08 Jul 2019 is ₹59.97.

    The Tata Income Fund Direct Growth is rated Moderately Low risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed before 365 days.

    Investment Objective

    Aims at providing reasonable return with possible capital appreciation

    Tax Implications

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed before 365 days
    Exit Load

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    About Tata Mutual Fund

    Address
    Mafatlal Centre, 9th Floor, Nariman Point Mumbai 400021
    Phone
    022 6657 8282
    Launch Date
    29 Jun 1995
    Website
    NA
    Tata Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Cams
    Address
    NA
    Website
    NA
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