Formerly Tata Income Reg Pd DP
₹ 38.6487
NAV (Sep 23)
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 38.6487
NAV (Sep 23)
Last 1Y | -0.3% |
Last 3Y | 5.2% |
Last 5Y | 4.9% |
Last 10Y | 7% |
Since Inception | 5.4% |
6 Month CAGR | -0.4% |
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 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Tata Income Fund Income of (PIDCW-A) | 8,23,934 | 91,322 | 4.9% | |
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 | Fund Size | Rolling Returns |
---|---|---|
₹ 45,349 cr | ||
₹ 14,455 cr | ||
₹ 13,853 cr | ||
₹ 12,072 cr | ||
₹ 11,011 cr |
Tata Asset Management Limited
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
12.7% | 12.8% | ||
19.8% | 17.6% | ||
17.4% | 16.3% | ||
32.2% | 15.6% | ||
19.8% | 17.6% |
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 3/28/2024 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).
What is Tata Income Fund Income of (PIDCW-A)?
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.