Tata Income Fund

Debt | Medium to Long Duration Funds
 | 3
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹150 ₹5,000 1.14 % 3★ ₹52 10 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹150 ₹5,000 1.14 %
Min SIP Min Lumpsum Expense Ratio
3★ ₹52 Cr 10 Years
Rating Fund Size Fund Age

Scheme Objective

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

Scheme Performance

Returns and Ranks ( as on 23 September 2022 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns 9.0% 16.9% 15.2% -
Category Average - - - -

Scheme Allocation

Holding
Sector
Asset
Power Fin.Corpn.
10.52%
I R F C
10.33%
SBI Cards
9.8%
REC Ltd
9.78%
NTPC
9.77%
Others
49.8%
Others
100%
Non Convertable Debenture
66.09%
Govt Securities / Sovereign
29.05%
Net Curr Ass/Net Receivables
2.87%
Reverse Repos
1.99%

Fund House Details

Tata Mutual Fund

Tata Income Fund

Fund Manager
Akhil Mittal

Exit Load

Exit Load Nil

Advance Ratio

-0.01 0.16 0.02 -0.05
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

AMC Contact Details

Tata Mutual Fund
AUM:
88,392 Cr
Address:
1903, B-Wing, Parinee Crescenzo, G-Block, Bandra Kurla Complex, Bandra East Mumbai - 400051
Contact:
6657 8282.
Email ID:
service@tataamc.com

Frequently Asked Questions

You can invest in Tata Income Fund in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Tata Income Fund in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
The NAV of Tata Income Fund is ₹72.1 as of 23 September 2022.
The expense ratio of Tata Income Fund is 1.14 % as of 23 September 2022.
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
Invest Now