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
| 1 Year | 1Y | 3 Years | 3Y | 5 Years | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 1.7% | 32.4% | 13.3% | - | ||||
| Category Average | - | - | - | - |
Scheme Allocation
Holding
Sector
Asset
Power Fin.Corpn.
I R F C
SBI Cards
REC Ltd
NTPC
Others
Fund House Details
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
Peer Comparison
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”.
The AUM of Tata Income Fund is ₹88,392 Cr as of 23 September 2022
The minimum SIP amount of Tata Income Fund is ₹150
The top stock holdings of Tata Income Fund are
- Power Fin.Corpn. - 10.52%
- I R F C - 10.33%
- SBI Cards - 9.8%
- REC Ltd - 9.78%
- NTPC - 9.77%
