Mutual Funds - Mutual Fund Investment Online, Invest in Mutual Funds India | ClearTax

Tata Income Fund Direct Plan Growth

3 yr CAGR
+6.57%
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Direct

Growth

Fund overview

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Net Asset Value

72.0347
aum

AUM (Fund size)

56.74 Crore
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Lock-in period

No Lock-in
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Exit Load

0% in 0 days
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Expense ratio

1.28%
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Risk

Moderate

Top holdings

HoldingsWeightage
Power Finance Corporation Limited9.87%
Indian Railway Finance Corporation Limited9.73%
SBI Cards & Payment Services Private Limited9.14%
NTPC Limited9.13%
REC Limited9.12%
National Highways Authority of India9.11%
5.15% Govt Stock 20258.72%
Housing Development Finance Corporation Limited8.68%
6.10% Govt Stock 20318.66%
B) Repo7.62%

Calculate returns

Monthly (SIP)
One-Time
yrs
₹4,000 invested monthly becomes 0 in a period of 20 years

About Tata Asset Management Limited

Tata Mutual Fund was established in 1994 and is part of the Tata group, one of India's largest and most respected industrial groups. It has over 35 schemes across equity, debt and hybrid fund categories

Managers

Akhil Mittal

Custodians

Deutsche Bank AG

Address

Tata Asset Management Limited Mafatlal Centre, 9th Floor,

Fax Nos.

+91 22 2261 3782

Telephone Nos.

+91 22 6657 8282

Homepage

www.tatamutualfund.com

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Start your investment
Monthly (SIP)
One-Time
Amount
Estimated value after 3 years

(as per historical returns)

2.07 Lakhs
Min investmentment of ₹500 required
risk

3 easy steps to complete your investment

Complete the entire investment process in just three simple steps and enjoy your returns.

Select the amount to invest

Choose from 200+ mutual funds catered for you

Enter personal details

Complete your KYC and get registered

Pay and your are done!

Checkout and see your money grow

Why Invest with ClearTax

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Invest in hand-picked top performing Mutual funds

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Easy to withdraw

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Easy to track

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Instant investment proof

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Frequently Asked Questions

What are debt-funds?

Debt funds is an investment vehicle that mainly invest in fixed income securities like corporate bonds, treasury bills, government securities and other money market instruments.

Who should invest in a debt fund?

Debt funds are ideal for investors who want regular income, but are risk-averse. Debt funds are less volatile and, hence, are less risky than equity funds.

What are liquid funds?

Liquid funds is a type of mutual funds which have a very short maturity period, not more than 91 days. The shorter maturity period, makes it almost a risk-free investment.You can get your money out of liquid funds any time without any penalty or cost.

What is a lock-in period?

It is the period for which your money will remain locked in the mutual fund. Most mutuals do not have any lock-in period. ELSS, Tax-Savers, come with a lock-in of 3 years which is the lowest compared to other 80C investment options. Lock-in period is calculated from the date of investment. Meaning SIPs will have different lock-in dates

Is KYC necessary for BLACK?

KYC is necessary for all fund houses. If you are investing through BLACK, you need to do your KYC just once. The same KYC will be used for all further investments.

What is a Mandate (Auto-SIP)?

A Mandate is a one-time registration through which you instruct your bank account to deduct a specified amount of money from your account daily towards investing into a SIP portfolio. Once you register for Mandate, you don’t have to follow the payment process every time you invest in the SIP.