• Mutual Funds
  • TATA Mutual Fund
  • Tata Income Fund Income Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-6M)

Formerly Tata Income Reg HY DR

TATA Mutual Fund

Tata Income Fund Income Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-6M)

DebtMedium To Long Duration

15.3094

NAV (Jan 17)

6.6%
3 Year CAGR
Scripbox Opinion

Not Recommended

Click here 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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

25 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

56 Cr. Negligible within the category

Impact of Interest Rate Changes

High Interest Rate Risk. The impact on fund value is high when interest rates change

Credit Quality Of Fund's Portfolio

Low Credit Risk. The fund has a high credit quality compared to other debt funds

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Short Term Money

Short Term Money

Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

  • graph-icon-gray
    Historical growth rate of 6.5% per annum
  • graph-icon-gray
    Recommended Duration 1 - 5 years
  • graph-icon-gray
    No Lock-in
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    Expert Investing Only, Car, Down Payment

No single fund can achieve what a plan can. Learn why

Historical NAV

15.3094

NAV (Jan 17)

Fund Returns

Last 1Y

1.7%

Last 3Y

6.6%

Last 5Y

4.8%

Last 10Y

6.6%

Since Inception

7.3%

6 Month CAGR

1%

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Scheme Information

Investment Objective

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

Expense Ratio

1.96

Launched (25y ago)

May 12, 1997

AUM in Crores

55.064

ISIN

INF277K01675

Lock-in

No Lock-in

Benchmark

CRISIL Composite Bond Fund TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Akhil Mittal

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

comparison

Comparison with Debt Funds

Fund NameScripbox OpinionFund SizeTrack Record
Kotak Savings Fund (G)
Kotak Savings Fund (G)

₹ 11,223 cr

5

₹ 28,408 cr

5

₹ 9,119 cr

5

₹ 26,625 cr

5

₹ 23,456 cr

5

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About the AMC

Tata Asset Management Limited

Tata Asset Management Limited manages assets worth 85,492 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.

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  • tel-amc-about
    022-66578282
  • mail-amc-about
    service@tataamc.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    4.6%

    7.1%

    3.7%

    5.3%

    4.8%

    5.5%

    21.2%

    13%

    41.3%

    26.1%

    growth

    Short Term Money

    Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

    • graph-icon-gray
      Historical growth rate of 6.5% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only, Car, Down Payment
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Kotak Savings Fund (Growth)

    Kotak Savings Fund (Growth)

    Debt

    Ultra Short

    ICICI Prudential Savings Fund (Growth)

    ICICI Prudential Savings Fund (Growth)

    Debt

    Low Duration

    Tata Liquid Fund (Growth)

    Tata Liquid Fund (Growth)

    Debt

    Liquid

    Tata Income Fund Income Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-6M) Review

    Tata Income Fund Income Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-6M) is a Medium To Long Duration Debt fund and has delivered an annualised return of 7.3% over a period of 24 years. The fund was previously known as Tata Income Reg HY DR. The fund is managed by Tata Asset Management Limited. The fund manager’s name is Akhil Mittal.

    Nav of Tata Income Fund Income Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-6M) as of 17/01/2022 is ₹15.31 with the total AUM as of 18/01/2022 is ₹55.064. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Income Fund Income Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-6M) was launched on May 12, 1997. The category risk of the fund is Moderate Risk.

    The minimum SIP amount for Tata Income Fund Income Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-6M) 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. Check your estimated returns on mutual funds by using sip calculator.

    Tata Income Fund Income Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-6M) 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 Composite Bond Fund TR INR.

    Tata Income Fund Income Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-6M) is rated as a 1 fund in Debt and delivered 1.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Tata Income Fund Income Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-6M).

    Frequently Asked Questions

    What is Tata Income Fund Income Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-6M)?

    How to invest in Tata Income Fund Income Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-6M)?

    What is the minimum sip amount of Tata Income Fund Income Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-6M)?

    Is Tata Income Fund Income Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-6M) good to invest in?

    What is the expense ratio of the Tata Income Fund Income Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-6M)?