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  • TATA Mutual Fund
  • Tata Income Fund Income (Growth)

Formerly Tata Long Term Debt Reg Gr

TATA Mutual Fund

Tata Income Fund Income (Growth)

DebtMedium To Long Duration

66.614

NAV (Sep 23)

5.1%
3 Year CAGR
Scripbox Opinion
Not Reviewed yet
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Fund Size

Rolling Returns

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

66.614

NAV (Sep 23)

Fund Returns

Last 1Y

-0.2%

Last 3Y

5.1%

Last 5Y

4.9%

Last 10Y

7%

Since Inception

7.8%

6 Month CAGR

-0.4%

Scheme Information

Investment Objective

The investment objective of the Scheme is to provide income distribution/capital appreciation over medium to long term.

Expense Ratio

1.94

Launched (25y ago)

Apr 28, 1997

AUM in Crores

51.331

ISIN

INF277K01659

Lock-in

No Lock-in

Benchmark

CRISIL Medium to Long Duration Fd TR INR

SIP Minimum

0

Lumpsum Min.

5000

Standard Deviation (3yr)

3.1

Standard Deviation (5yr)

3

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0

Sharpe Ratio (5yr)

0

YTM

7.16

Fund Managers

Akhil Mittal

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2022-09-23

Top Debt Holdings

See all holdings

Compare Tata Income Fund Income (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 46,469 cr

₹ 14,221 cr

₹ 18,664 cr

₹ 13,008 cr

₹ 46,469 cr

About the AMC

Tata Asset Management Limited

Tata Asset Management Limited manages assets worth 99,745 crores and was set up on 15 March 1994. It's current offering of mutual fund schemes includes 59 equity,80 debt and 21 hybrid funds.

amc-img

  • 022-66578282
  • service@tataamc.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    24.8%

    16.5%

    20.9%

    16.3%

    23.4%

    13.9%

    24.9%

    16.4%

    23.4%

    13.9%

    Tata Income Fund Income (G) Review

    Tata Income Fund Income (G) is a Medium To Long Duration Debt fund and has delivered an annualised return of 7.8% over a period of 25 years. The fund was previously known as Tata Long Term Debt Reg Gr. The fund is managed by Tata Asset Management Limited. The fund manager’s name is Akhil Mittal.

    Nav of Tata Income Fund Income (G) as of 9/23/2022 is ₹66.61 with the total AUM as of 11/26/2022 is ₹51.331. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Income Fund Income (G) was launched on Apr 28, 1997. The category risk of the fund is Moderate Risk.

    The minimum SIP amount for Tata Income Fund Income (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    Tata Income Fund Income (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to CRISIL Medium to Long Duration Fd TR INR.

    Tata Income Fund Income (G) is rated as a 0 fund in Debt and delivered -0.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Tata Income Fund Income (G).

    Frequently Asked Questions

    What is Tata Income Fund Income (G)?

    Tata Income Fund Income (G) is a Medium To Long Duration Debt scheme predominantly investing across Debt stocks with an investment objective to generate wealth over the long term.

    How to invest in Tata Income Fund Income (G)?

    You can invest in Tata Income Fund Income (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Tata Income Fund Income (G)?

    The minimum sip amount for Tata Income Fund Income (G) is ₹0. You can invest in multiples of ₹5000.

    Is Tata Income Fund Income (G) good to invest in?

    As per Scripbox experts, Tata Income Fund Income (G) is a Not Reviewed Yet fund. You can investTata Income Fund Income (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Tata Income Fund Income (G)?

    The expense ratio of the Tata Income Fund Income (G) is 1.94% for regular plan.