Tata Income Fund - Direct Plan


NAV : 57.9622
(-0.0353arrow_downward)
AUM : ₹118 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
0.98%2.5%4.23%7.24%5.26%6.99%8.28%



Fund Details

An income scheme with exposure to rated debt instruments with medium to long term maturity.
NAV57.9622
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP₹1,000
Expense Ratio1.95%
Exit Load : 1% if redeemed before expiry of 365 days from the date of allotment.


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,02,093₹1,01,860₹232
After 1 year₹1,07,237₹1,06,126₹1,111
After 3 years₹1,22,459₹1,18,492₹3,968
After 20 years₹3,86,025₹3,09,922₹76,103

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


START SIP    



Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


INVEST NOW

Returns assumed : 6.99% Past 3 yr Data

NAV History







Fund Objective:
The investment objective of the Scheme is to provide income distribution/capital appreciation over medium to long term
Fund Manager:
Akhil Mittal















Jamā जमा જમા జమ জমে ജമാ ಜಮ ଜମା ஜமா is a product by Simply Grow Technologies Pvt. Ltd.

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