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for top ranked funds in
medium to long duration mutual funds.
However, Scripbox does not recommend investing in medium to long duration mutual funds.
Medium to Long Duration Funds invest in debt and money market instruments such that the duration of the portfolio is between 3 to 4 years. The tenure of the instruments held by these funds exposes them to very high degrees of variations when interest rate changes. Funds in this category tend to invest in instruments that are highly rated. This is a small category (less than 1% of total debt fund assets).
We do not recommend funds in this category since we believe that the potential incremental return is not justified by the higher interest rate risk.
The investment objective of the Scheme is to provide income distribution/capital appreciation over medium to long term.
Low
Moderately Low
Moderate
Moderately High
High
Moderate Risk
1.94%
Expense Ratio
28th Apr, 1997
Launched (23y ago)
₹
50
AUM in Crores
INF277K01659
ISIN
No Lock-in
Lock-in
CRISIL Medium to Long Term Debt TR INR
Benchmark
₹
1000
SIP Minimum
₹
5000
Lumpsum Min.
Fund Managers
Akhil Mittal
Fund Manager
Returns Calculator Comparison
of
for
Instrument
Returns
Total Corpus
Gains
Annualised %
Mutual Fund
11.25%
EPF
Property
PPF
Bank FD
Gold
Savings Bank
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.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment
asset class such as large cap, diversified, liquid etc. When you invest
for an objective, the algorithm suggests the appropriate asset class and
funds.
Top Ranked
These funds are the top performers within a category of mutual funds considering a combination of criteria. The best amongst these funds are also labelled as Scripbox Recommended.
Not Recommended
Scripbox algorithm classifies funds as "not recommended" when they perform poorly on a combination of criteria. These funds are usually the poorest performers within a category.
Track Record
We look at consistent and long historical performance for our analysis
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are
preferred
Category View
We check if the sub-category of the fund is recommended by us
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack
Track Record
We look at consistent and long historical performance for our analysis
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better
Equity Funds
Debt Funds
How to invest in best mutual funds?
Investing through Scripbox is made easy and paperless. All you need to
do is follow the below steps and start investing.
Choose a plan
Choose a plan to invest to start investing
Create your account
Set-up your investment account
Invest online & transfer
Make instant payment or setup your investment for a later date
Track your investments
Mutual fund companies allot you units and send confirmation via email & SMS. The same gets updated in your Scripbox Account
The Scripbox Promise
Scripbox has helped over 2500 people become millionaires in the last 7
years
You'll never have to worry about what funds to choose. We'll suggest
what's best for you.
Continuous monitoring alerts
We will track our recommendations and suggest changes fund exists
whenever required.
All week call assistance
Our customer champions are available 7 days a week from 8AM to 8PM.
Annual reviews rebalances
We review your investments and make course corrections every year to
make the best out of your investments
About Tata Income Fund Income (Growth)
About Tata Income Fund Income (Growth)
Tata Income Fund Income (Growth) is a Medium To Long Duration Debt fund and has delivered an annualised return of 8.22% over a period of 23 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.
Tata Income Fund Income (Growth) Investment Objective
The investment objective of the Scheme is to provide income distribution/capital appreciation over medium to long term.
However, there is no assurance that the objective of the scheme will be realized.
Tata Income Fund Income (Growth) NAV, AUM and Risk
The fund was launched on 1997-04-28. The NAV of the fund as of 2020-09-29 is ₹ 63.58. The total AUM of the fund as of 2020-09-29 is ₹ 50 Cr. The category risk of the fund is Moderate Risk
The fund charges 1.94 % as expense ratio.
Tata Income Fund Income (Growth) Holdings
The fund’s highest allocation is towards debt and has invested 90.69% in this asset class.
The top three holdings of the fund are indian railway finance corporation limited, power finance corporation limited and sbi cards & payment services private limited.
Tata Income Fund Income (Growth) SIP
The minimum SIP(Systematic Investment Plan) amount for this is ₹ 1000 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.
Tata Income Fund Income (Growth) Investment volatility and Horizon
This fund 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 Term Debt TR INR.
