Tata Income Fund
Direct Plan · Growth Option · Long Duration · Scheme code 119876
Fund houseTata Mutual Fund
CategoryLong Duration
Plan & optionDirect · Growth Option
History9.7 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | -0.54 | 1.80 | 0.05 | 0.50 | 5.97 | 5.89 | 6.98 | — | 7.77 |
| Long Duration category median |
— | — | — | 2.98 | 6.59 | 8.31 | — | 7.29 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 3.2% | -0.17 | -0.25 | — | — | -6.7% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 421 | -0.5% | 9.0% | 15.4% | 0% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.