Tata Fixed Horizon Fund Series 20 Plan A - Institutional Plan Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Tata Fixed Horizon Fund Series 20 Plan A - Institutional Plan Growth Fund Overview

Min. investment

SIP ₹ & Lump. ₹10000000

AUM (Fund size)

11 Cr

Lock In Period

N/A

Expense Ratio

N/A

Exit Load

1% if redeemed before maturity. Nil on maturity.

Benchmark

Crisil Liquid Fund Index

Tata Fixed Horizon Fund Series 20 Plan A - Institutional Plan Growth Calculate Returns

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.00-1.704.54
6M0.000.2612.55
1Y0.002.5216.20
3Y0.008.4736.71

Portfolio Analysis

  • Equity:
  • Debt:
  • Others
As on:
View allocation % by
No Data Found
No Data Found

About Fund Tata Fixed Horizon Fund Series 20 Plan A - Institutional Plan Growth

Tata Fixed Horizon Fund Series 20 Plan A - Institutional Plan Growth managed by Tata Mutual Fund,is a Debt - FMPscheme with Assets Under Management of ₹11 Crore. The fund benchmarks its performance against the Crisil Liquid Fund Index while maintaining an expense ratio of . Under the expert guidance of Raju Sharma ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Raju Sharma

Mr. Raju is a Commerce graduate and holds a degree of CA and LLB. He has over 20 years of work experience in the financial services industry. He has exposure to fixed income fund management, investment banking, treasury, debt broking etc. Prior to joining Indiabulls Asset Management Company Limited, he was working in the capacity of Senior Fund Manager and Head Cash & Hybrid Funds with Tata Asset Management Limited. He has also worked with broking companies and NBFCs.

Peer Comparison

No Data Found
No Data Found

Tata Fixed Horizon Fund Series 20 Plan A - Institutional Plan Growth FAQs

Tata Fixed Horizon Fund Series 20 Plan A - Institutional Plan Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Tata Fixed Horizon Fund Series 20 Plan A - Institutional Plan Growth is . This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Tata Fixed Horizon Fund Series 20 Plan A - Institutional Plan Growth’s fund performance is as follows:
  • 1 Month : %
  • 6 Months : %
  • 1 Year : %
  • 3 Years : %
Returns of Tata Fixed Horizon Fund Series 20 Plan A - Institutional Plan Growth are updated daily based on NAV of ₹ as on undefined NaN,NaN. Since inception, the return has been 0.00%.

You can invest in Tata Fixed Horizon Fund Series 20 Plan A - Institutional Plan Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Tata Fixed Horizon Fund Series 20 Plan A - Institutional Plan Growth is ₹11 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Tata Fixed Horizon Fund Series 20 Plan A - Institutional Plan Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.