Tata Income Fund - Direct Plan


NAV : 60.5295
(+0.1725arrow_upward)
AUM : ₹114 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-0.08%4.73%7.13%10.35%5.75%7.05%8.77%



Fund Details

An income scheme with exposure to rated debt instruments with medium to long term maturity.
NAV60.5295
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₹1,03,503₹1,03,275₹227
After 1 year₹1,10,349₹1,09,322₹1,026
After 3 years₹1,22,663₹1,18,679₹3,984
After 20 years₹3,90,322₹3,13,210₹77,112

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 : 7.05% 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:
Mr. Akhil Mittal















Mutual Funds are subject to market risk. Please read the scheme documents carefully before investing