Formerly Tata Income Reg HY DR
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.
25 Years. The fund has an Extended history for analysis and the track record is excellent.
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
Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.
NAV (Jan 17)
6 Month CAGR
The investment objective of the Scheme is to provide income distribution/capital appreciation over medium to long term.
Launched (25y ago)
May 12, 1997
AUM in Crores
CRISIL Composite Bond Fund TR INR
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
|Mutual Fund||₹ 9,65,796||₹ 2,33,184||11.25%|
|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.
|Fund Name||Scripbox Opinion||Fund Size||Track Record|
₹ 11,223 cr
₹ 28,408 cr
₹ 9,119 cr
₹ 26,625 cr
₹ 23,456 cr
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.
|Fund Name||Scripbox Opinion||Till Date CAGR|
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).
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)?