- Mutual Funds
- TATA Mutual Fund
- Tata Income Fund Income (RIDCW-6M)
Formerly Tata Income Reg HY DR
Tata Income Fund Income (RIDCW-6M)
₹ 15.3414
NAV (Sep 23)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 15.3414
NAV (Sep 23)
Fund Returns
Last 1Y | -0.3% |
Last 3Y | 4.8% |
Last 5Y | 4.3% |
Last 10Y | 6% |
Since Inception | 7.1% |
6 Month CAGR | -0.4% |
Scheme Information
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) | May 12, 1997 |
AUM in Crores | 51.331 |
ISIN | INF277K01675 |
Lock-in | No Lock-in |
Benchmark | CRISIL Medium to Long Duration Fd TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 3.2 |
Standard Deviation (5yr) | 3.1 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | -0.237 |
YTM | 7.16 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Tata Income Fund Income (RIDCW-6M) | 8,11,972 | 79,360 | 4.3% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Debt Holdings
Comparison with Debt Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 4,923 cr | ||
₹ 10,293 cr | ||
₹ 35,428 cr | ||
₹ 13,848 cr | ||
₹ 13,895 cr |
About the AMC
Tata Asset Management Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
31.1% | 25.4% | ||
12.6% | 12.7% | ||
20.2% | 18.3% | ||
5.8% | 6.7% | ||
5.1% | 4.7% |
Tata Income Fund Income (RIDCW-6M) Review
Tata Income Fund Income (RIDCW-6M) is a Medium To Long Duration Debt fund and has delivered an annualised return of 7.1% over a period of 26 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 null.
Nav of Tata Income Fund Income (RIDCW-6M) as of 9/23/2022 is ₹15.34 with the total AUM as of 4/19/2024 is ₹51.331. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Income Fund Income (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 (RIDCW-6M) 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 (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 Medium to Long Duration Fd TR INR.
Tata Income Fund Income (RIDCW-6M) is rated as a 0 fund in Debt and delivered -0.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Tata Income Fund Income (RIDCW-6M).
Frequently Asked Questions
What is Tata Income Fund Income (RIDCW-6M)?
How to invest in Tata Income Fund Income (RIDCW-6M)?
You can invest in Tata Income Fund Income (RIDCW-6M) 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 (RIDCW-6M)?
The minimum sip amount for Tata Income Fund Income (RIDCW-6M) is ₹0. You can invest in multiples of ₹5000.
Is Tata Income Fund Income (RIDCW-6M) good to invest in?
As per Scripbox experts, Tata Income Fund Income (RIDCW-6M) is a Not Reviewed Yet fund. You can investTata Income Fund Income (RIDCW-6M) 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 (RIDCW-6M)?
The expense ratio of the Tata Income Fund Income (RIDCW-6M) is 1.94% for regular plan.