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  • TATA Mutual Fund
  • Tata Income Fund Income of (PIDCW-A)

Formerly Tata Income Reg Pd DP

TATA Mutual Fund

Tata Income Fund Income of (PIDCW-A)

DebtMedium To Long Duration

38.6487

NAV (Sep 23)

5.2%
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)
Jul 23, 1997
AUM in Crores
51.331
ISIN
INF277K01DT8
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)
0.005
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 of (PIDCW-A)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

See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 26 60 40 fund (G)
Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 26 60 40 fund (G)

₹ 10,797 cr

₹ 4,984 cr

₹ 46,422 cr

₹ 14,535 cr

₹ 15,157 cr

amc-img

About the AMC

Tata Asset Management Limited

Tata Asset Management Limited manages assets worth 155,537 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

12.5%

13.2%

26.5%

26.8%

18.5%

19%

5.9%

6.7%

17.5%

19.6%

Tata Income Fund Income of (PIDCW-A) Review

Tata Income Fund Income of (PIDCW-A) is a Medium To Long Duration Debt fund and has delivered an annualised return of 5.4% over a period of 26 years. The fund was previously known as Tata Income Reg Pd DP. The fund is managed by Tata Asset Management Limited. The fund manager’s name is null.

Nav of Tata Income Fund Income of (PIDCW-A) as of 9/23/2022 is ₹38.65 with the total AUM as of 6/13/2024 is ₹51.331. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Income Fund Income of (PIDCW-A) was launched on Jul 23, 1997. The category risk of the fund is Moderate Risk.

The minimum SIP amount for Tata Income Fund Income of (PIDCW-A) 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 of (PIDCW-A) 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 of (PIDCW-A) 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 of (PIDCW-A).

Frequently Asked Questions

What is Tata Income Fund Income of (PIDCW-A)?

Tata Income Fund Income of (PIDCW-A) 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 of (PIDCW-A)?

You can invest in Tata Income Fund Income of (PIDCW-A) 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 of (PIDCW-A)?

The minimum sip amount for Tata Income Fund Income of (PIDCW-A) is ₹0. You can invest in multiples of ₹5000.

Is Tata Income Fund Income of (PIDCW-A) good to invest in?

As per Scripbox experts, Tata Income Fund Income of (PIDCW-A) is a Not Reviewed Yet fund. You can investTata Income Fund Income of (PIDCW-A) 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 of (PIDCW-A)?

The expense ratio of the Tata Income Fund Income of (PIDCW-A) is 1.94% for regular plan.