Tata Income Fund Direct Growth
Scheme code: INF277K01OY5
NAV value:
₹ 72.1992
NAV date: 23 September, 2022
Fund option: Direct
Fund type: Growth
Asset class: Debt
Asset category: Medium to Long Duration Fund
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|
| 1 year | -0.60 | 5.58 | 2.58 | 8.21 |
| 3 year | 5.12 | 9.73 | 7.83 | 6.5 |
| 5 year | 5.58 | 9.40 | 7.98 | 6.99 |
| 7 year | 6.81 | 9.95 | 8.39 | 7.33 |
Rolling return for 1 year
- Average return: 2.58% - Median return: 2.61% - Average standard deviation: 0.7Rolling return for 3 year
- Average return: 7.83% - Median return: 8.04% - Average standard deviation: 0.31Rolling return for 5 year
- Average return: 7.98% - Median return: 8.25% - Average standard deviation: 0.2Rolling return for 7 year
- Average return: 8.39% - Median return: 8.58% - Average standard deviation: 0.15SIP rolling returns
Summary
If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.| Duration | Invested amount | Final value | Return | CAGR (%) |
|---|---|---|---|---|
| 1 year | 12,00,000 | 12,11,182 | 11,182 | 0.94 |
| 3 year | 36,00,000 | 40,35,120 | 4,35,120 | 3.88 |
| 5 year | 60,00,000 | 72,27,814 | 12,27,814 | 3.79 |
| 7 year | 84,00,000 | 1,10,85,198 | 26,85,198 | 4.04 |