Tata Income Fund – Direct (Growth)
₹ 150
Min SIP
₹ 5,000
Min Lumpsum
1.14 %
Expense Ratio
Rating
52
Fund Size (in Cr)
12 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 21.3% | 22.1% | 14% | - | ||||
| Category Average | - | - | - | - |
Scheme Allocation
By Holding
By Sector
By Asset
Power Fin.Corpn.
I R F C
SBI Cards
REC Ltd
NTPC
Others
Advance Ratio
-0.01
Alpha
0.16
SD
0.02
Beta
-0.05
Sharpe
Exit Load
| Exit Load | Nil |
|---|
Fund Objective
The investment objective of the Scheme is to provide income distribution/capital appreciation over medium to long term.
Fund Managers
Akhil Mittal
Mr Akhil Mittal has been serving Tata Asset Management as a senior fund manager since 2014. He currently manages assets over INR 4000 crores invested across debt funds like short and long-duration funds, ultra-short funds, and fixed income allocation hybrid funds. He holds an MBA degree from the University Business School and has worked for Canara Robeco Mutual Fund as a fund manager in the past.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Debt .
- Medium to Long Duration .
-
- 321
-
6.8%Fund Size - 321
-
8.9%Fund Size - 321
-
4.6%Fund Size - 321
-
- Debt .
- Medium to Long Duration .
-
- 1,625
-
7.7%Fund Size - 1,625
-
5.7%Fund Size - 1,625
-
8.2%Fund Size - 1,625
-
- Debt .
- Medium to Long Duration .
-
- 2,913
-
7.5%Fund Size - 2,913
-
5.2%Fund Size - 2,913
-
7.8%Fund Size - 2,913
-
- Debt .
- Medium to Long Duration .
-
- 1,758
-
7.2%Fund Size - 1,758
-
5.2%Fund Size - 1,758
-
8%Fund Size - 1,758
-
- Debt .
- Medium to Long Duration .
-
- 1,835
-
6.5%Fund Size - 1,835
-
5.1%Fund Size - 1,835
-
8.1%Fund Size - 1,835
AMC Contact Details
Tata Mutual Fund
AUM:
1,11,184 Cr
Address:
1903, B-Wing, Parinee Crescenzo,
G-Block, Bandra Kurla Complex,
Bandra East Mumbai - 400051
Contact:
6657 8282.
Email ID:
service@tataamc.com
More Funds from Tata Mutual Fund
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Sectoral / Thematic .
-
- 640
-
24.5%Fund Size - 640
-
17.2%Fund Size - 640
-
18.8%Fund Size - 640
-
- Equity .
- Sectoral / Thematic .
-
- 283
-
13.1%Fund Size - 283
-
25.3%Fund Size - 283
-
18.5%Fund Size - 283
-
- Equity .
- Small Cap .
-
- 5,683
-
30.2%Fund Size - 5,683
-
40.6%Fund Size - 5,683
-
-Fund Size - 5,683
-
- Equity .
- Sectoral / Thematic .
-
- 7,573
-
7.4%Fund Size - 7,573
-
27.4%Fund Size - 7,573
-
19.7%Fund Size - 7,573
-
- Debt .
- Fixed Maturity Plans .
-
- 53
-
11.2%Fund Size - 53
-
14.5%Fund Size - 53
-
14%Fund Size - 53
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
Fund Name
Small Cap
Fund Name
Multi Cap
Fund Name
ELSS
Fund Name
Dividend Yield
Fund Name
Sectoral / Thematic
Fund Name
Focused
Fund Name
debt
Ultra Short Duration
Fund Name
Liquid
Fund Name
Gilt
Fund Name
Long Duration
Fund Name
Overnight
Fund Name
Floater
Fund Name
hybrid
Arbitrage
Fund Name
Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 654
-
18.9%Fund Size - 654
-
23.4%Fund Size - 654
-
14.9%Fund Size - 654
-
- Equity .
- Large Cap .
-
- 10,202
-
10%Fund Size - 10,202
-
19.8%Fund Size - 10,202
-
14.4%Fund Size - 10,202
-
- Equity .
- Large Cap .
-
- 15,583
-
18.8%Fund Size - 15,583
-
28.1%Fund Size - 15,583
-
14.4%Fund Size - 15,583
-
- Equity .
- Large Cap .
-
- 1,517
-
11.1%Fund Size - 1,517
-
20.1%Fund Size - 1,517
-
13.9%Fund Size - 1,517
-
- Equity .
- Large Cap .
-
- 757
-
19.7%Fund Size - 757
-
23%Fund Size - 757
-
13.7%Fund Size - 757
Frequently Asked Questions
How to invest in Tata Income Fund – Direct (Growth) ?
You can invest in Tata Income Fund – Direct (Growth) 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 – Direct (Growth) 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"
What is the expense ratio of Tata Income Fund – Direct (Growth) ?
The expense ratio of Tata Income Fund – Direct (Growth) is 1.14 % as of 23 September 2022.
What is the AUM of Tata Income Fund – Direct (Growth)?
The AUM of Tata Income Fund – Direct (Growth) is ₹1,11,184 Cr as of 23 September 2022
What are the top stock holdings of Tata Income Fund – Direct (Growth)?
The top stock holdings of Tata Income Fund – Direct (Growth) are
- Power Fin.Corpn. - 10.52%
- I R F C - 10.33%
- SBI Cards - 9.8%
- REC Ltd - 9.78%
- NTPC - 9.77%
Can I make investments in both the SIP and Lump Sum schemes of Tata Income Fund – Direct (Growth)?
Yes, You can select both SIP or Lumpsum investment of Tata Income Fund – Direct (Growth) based on your investment objective and risk tolerance.
What is the NAV of Tata Income Fund – Direct (Growth) ?
The NAV of Tata Income Fund – Direct (Growth) is ₹72.1 as of 23 September 2022.
How to redeem Tata Income Fund – Direct (Growth) holding ?
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”.
What is the minimum sip amount of Tata Income Fund – Direct (Growth)?
The minimum SIP amount of Tata Income Fund – Direct (Growth) is ₹150
How can I redeem my investments in Tata Income Fund – Direct (Growth)?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Tata Income Fund – Direct (Growth) in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Tata Income Fund – Direct (Growth) in Scheme, enter the redemption amount, and click on submit button.