MF
MFGenie.ai
Medium to Long Durationregulargrowth

Tata Income Fund -Regular Plan - Growth Option

Tata Mutual Fund

₹66.6140

0.25 (-0.38%)

NAV as of 23 Sept 2022

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-0.75%
1 Month-0.60%
3 Months+1.59%
6 Months-0.35%
1 Year-0.24%
3 Years (CAGR)+5.16%
5 Years (CAGR)+4.90%
10 Years (CAGR)+7.00%
Since Inception (Apr 2006)+6.42%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+0.38%
3 Year SIP+2.88%
5 Year SIP+4.71%
Since Inception (Apr 2006)+6.50%

Fund Details

Fund HouseTata Mutual Fund
CategoryMedium to Long Duration
Plan Typeregular
Optiongrowth
Min SIP₹500
Min Lumpsum₹1,000
Launch Date03 Apr 2006
AMFI Code100418

Risk Metrics

Sharpe Ratio

Alpha

Beta

Sortino

Std Dev

Max Drawdown

Performance Comparison

Performance Comparison

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Investment Objective

Tata Income Fund -Regular Plan - Growth Option by Tata Mutual Fund is a Medium to Long Duration fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Medium to Long Duration category.

About This Fund

Tata Income Fund -Regular Plan - Growth Option is a Medium to Long Duration mutual fund offered by Tata Mutual Fund. The fund has been operational for over 20 years.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations