Tata Income Fund Overview
Category	Medium to Long Duration Fund
BMSMONEY Rank	N/A
BMSMONEY Rating	N/A
Growth Option	As On:
NAV	_(R)		%	_(D)	%
Returns _{Gro. Opt.}	1Y	3Y	5Y	7Y	10Y
LumpSum _{Reg. P}
LumpSum _{Dir. P}
SIP _{Reg. P}
SIP _{Dir. P}
Ratio	Sharpe Ratio	Sortino Ratio	Sterling Ratio	Jensen's Alpha	Treynor Ratio
Ratio
Risk	STD. Dev	VaR 1Y95%	Max DD	Beta	Semi Devi.
Risk

NAV Date:

no data

Review Date: Feb. 29, 2024

Select Parameter:

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KPIs^*	Fund	Benchmark	Cat. Avg	Min \| Max	Rank _{(In Cat.)}	Better Than Cat. Avg	In 1^st Quartile	In 4^th Quartile

_{Return data last Updated On :

Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On :

Feb. 29, 2024

KPIs: Key Performance Indicators}

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KPIs^*	Fund	Benchmark	Cat. Avg	Min \| Max	Rank _{(In Cat.)}	Better Than Cat. Avg	In 1^st Quartile	In 4^th Quartile

_{Return data last Updated On :

Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On :

Feb. 29, 2024

KPIs: Key Performance Indicators}

Investment Period	Regular		Direct
Investment Period	Return %	Current Value of ₹ 10000	Return %	Current Value of ₹ 10000
		₹		₹
		₹		₹
		₹		₹
		₹		₹
		₹		₹
		₹		₹
		₹		₹
		₹		₹
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		₹		₹
		₹		₹

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period	Invested Amount	Regular		Direct
Investment Period	Invested Amount	XIRR %	Current Value of Invested Amount	XIRR %	Current Value of Invested Amount
	₹ 12000		₹		₹
	₹ 36000		₹		₹
	₹ 60000		₹		₹
	₹ 84000		₹		₹
	₹ 120000		₹		₹
	₹ 180000		₹		₹

Date	NAV Regular Growth	NAV Direct Growth

Fund Launch Date: 19/Mar/1997
Fund Category: Medium to Long Duration Fund
Investment Objective: The investment objective of the Scheme is to provide income distribution/ capital appreciation over medium to long term.
Fund Description: A) Regular medium to long duration fund b) Portfolio Macaulay Duration bet. 4 - 7 years. (between 1 year to 7 years in exception/adverse cases). c) Seek to earn capital appreciation over the medium term. Ideal for investors looking to invest in debt fund with an investment horizon for more than 3 Years
Fund Benchmark: CRISIL Medium to Long Term Debt Index

_{Source: Fund FactSheet}

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

Tata Income Fund | Rank: N/A

Tata Income Fund NAV

Tata Income Fund Review

Tata Income Fund Performance Comparison with Peers (Regular Plan Chart)

Tata Income Fund Review Dashboard (Regular Plan)

Tata Income Fund Review Dashboard (Direct Plan)

Tata Income Fund Lumpsum Returns and Investment Value

Tata Income Fund SIP Return and Investment Value

Tata Income Fund NAV History

Tata Income Fund Information