OriginFunds
Tata Mutual Fund

TATA Income Fund Direct Plan - Periodic Payout of Income Distribution cum capital withdrawal option

Open Ended Schemes(Debt Scheme - Medium to Long Duration Fund)ISIN INF277K01PC8
NAV · 23-Sep-2022
41.0962
1M
-0.54%
6M
+0.05%
1Y (CAGR)
+0.50%
3Y (CAGR)
+5.99%
5Y (CAGR)
+5.89%
Since inception (CAGR)
+Infinity%

NAV history

36.0838.0740.0624-09-201923-09-202241.10
 hover for values

Risk & SIP analytics

Q3 · 3Y in category
Volatility (3y)
3.17%
Downside dev (3y)
2.85%
Max drawdown (3y)
-3.1%
Sharpe (3y)
-0.16
SIP XIRR (3y)
+3.61%
SIP XIRR (5y)
+5.60%
Calendar-year returns
2017 +5.2%2018 +4.2%2019 +10.2%2020 +12.5%2021 +2.9%

Fund facts

Launch date01-Jan-2013
Min lumpsum5000
AMCTata Asset Management Limited