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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 Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

NAV ()

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
NA
6 Month CAGR
NA

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 (27y 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

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Tata Income Fund Income (Growth)70%8,23,934 91,3224.9%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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

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Comparison with Debt Funds

Fund NameFund SizeRolling Returns
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)

₹ 5,017 cr

₹ 10,612 cr

₹ 47,907 cr

₹ 14,537 cr

₹ 15,157 cr

amc-img

About the AMC

Tata Asset Management Limited

Tata Asset Management Limited manages assets worth 155,209 crores and was set up on 15 March 1994. It's current offering of mutual fund schemes includes 71 equity,114 debt and 17 hybrid funds.amc-img
phone-img022-66578282
Fund NameScripbox Opinion
Till Date CAGR

28.3%

27.5%

12.8%

13.2%

19.5%

19%

6%

6.7%

5.3%

4.7%

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 27 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 null.

Nav of Tata Income Fund Income (G) as of 9/23/2022 is ₹66.61 with the total AUM as of 6/24/2024 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 instruments 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.