How to Invest in Tata Income Fund Direct Growth?

You can easily invest in Tata Income Fund Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Tata Income Fund Direct Growth from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Tata Income Fund Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Tata Income Fund Direct Growth provide?

The Tata Income Fund Direct Growth has been there from 01 Jan 2013 and the average annual returns provided by this fund is 0.50% since its inception.

How much expense ratio is charged by Tata Income Fund Direct Growth?

The term Expense Ratio used for Tata Income Fund Direct Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Tata Income Fund Direct Growth is 1.14% as of 18 Jan 2026...

What is the AUM of Tata Income Fund Direct Growth?

The AUM, short for Assets Under Management of Tata Income Fund Direct Growth is ₹52.31Cr as of 18 Jan 2026.

How to Redeem Tata Income Fund Direct Growth?

If you want to sell your Tata Income Fund Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Tata Income Fund Direct Growth?

You can select either SIP or Lumpsum investment of Tata Income Fund Direct Growth based on your investment objective and risk tolerance.

What is the NAV of Tata Income Fund Direct Growth?

The NAV of Tata Income Fund Direct Growth is ₹72.20 as of 23 Sep 2022.

What is the PE and PB ratio of Tata Income Fund Direct Growth?

The PE ratio ratio of Tata Income Fund Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Tata Income Fund Direct Growth

Name: Tata Income Fund Direct Growth
Brand: Tata Mutual Fund

Debt

Medium to Long Duration

Moderate Risk

+5.97%

3Y annualised

-0.38% 1D

All

NAV: 23 Sep '22

₹72.20

Min. SIP amount

Not Supported

Fund size

₹52.31 Cr

Expense ratio

1.14%

Holdings (12)

Name	Sector	Instruments	Assets
Power Finance Corporation Ltd.	Financial	NCD	10.32%
Indian Railway Finance Corporation Ltd.	Financial	NCD	10.14%
SBI Cards & Payments Services Ltd.	Financial	Bonds/Deb	9.63%
NTPC Ltd.	Energy	NCD	9.61%
REC Ltd.	Financial	Debenture	9.59%
National Highways Authority of India Ltd.	Services	Debenture	9.54%
GOI	Sovereign	GOI Sec	9.14%
GOI	Sovereign	GOI Sec	9.10%
GOI	Sovereign	GOI Sec	8.90%
LIC Housing Finance Ltd.	Financial	Debenture	6.01%
GOI	Sovereign	CGL	1.40%
GOI	Sovereign	GOI Sec	0.04%

See All

Minimum investments

Min. for 1st investment

Not Supported

Min. for 2nd investment

Not Supported

Min. for SIP

Not Supported

Returns and rankings

Annualised returns

Absolute returns

Name	1Y	3Y	5Y	All
Fund returns	+0.5%	+6.0%	+5.9%	+7.8%
Category average (Debt Medium to Long Duration)	+5.9%	+6.8%	+5.2%	--
Rank (Debt Medium to Long Duration)	11	7	9	--

Exit load, stamp duty and tax

Exit load

Nil

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

Returns are taxed as per your Income Tax slab.

Check past data

Compare similar funds

	Name	1Y	3Y	Fund Size(Cr)
	LIC MF Medium to Long Duration Fund Direct Growth	+6.69%	+7.93%	199.40
	ICICI Prudential Bond Fund Direct Plan Growth	+6.45%	+7.83%	2,922.30
	Kotak Bond Fund Direct Growth	+5.76%	+7.63%	2,064.46
	HDFC Income Fund Direct Growth	+5.46%	+7.30%	881.45
	Canara Robeco Income Direct Growth	+5.02%	+6.77%	119.96
Compare

About Tata Income Fund Direct Growth

Tata Income Fund Direct Growth is a Debt Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 30 Jun 1995. The fund currently has an Asset Under Management(AUM) of ₹2,16,851 Cr and the Latest NAV as of 23 Sep 2022 is ₹72.20. The Tata Income Fund Direct Growth is rated Moderate risk. Minimum SIP Investment is set to ₹500. ;