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Tata Fixed Income Portfolio Fund - Scheme B2 - Retail Plan Growth Return

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Showing Funds Performance since Sep 07, 2020

Tata Fixed Income Portfolio Fund - Scheme B2 - Retail Plan Growth Fund Overview

Min. investment

SIP ₹ & Lump. ₹10000

AUM (Fund size)

₹1 Cr

Lock In Period

N/A

Expense Ratio

0.93

Exit Load

Nil

Benchmark

Crisil Liquid Fund Index

Tata Fixed Income Portfolio Fund - Scheme B2 - Retail Plan Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.00-1.033.98
6M0.000.5311.87
1Y0.003.2521.71
3Y0.0010.53135.01

Portfolio Analysis

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About Fund Tata Fixed Income Portfolio Fund - Scheme B2 - Retail Plan Growth

Tata Fixed Income Portfolio Fund - Scheme B2 - Retail Plan Growth managed by Tata Mutual Fund,is a Debt - Incomescheme with Assets Under Management of ₹1 Crore. The fund benchmarks its performance against the Crisil Liquid Fund Index while maintaining an expense ratio of 0.93. Under the expert guidance of Amit Somani ,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

Amit Somani

Mr. Amit Somani B.Com., PGDBM and CFA. He has over 10 years of experience. Before joining tata, he was working as February 2001 to May 2003 with Khandwala Securities as debt market dealer, Jun 2003 to July 2004 with SPA Capital as debt market dealer, July 2004 to August 2006 with Netscribes Pvt. Ltd as Research analyst, September 2006 - April 2010 with Fidelity Investments as Research Associate, Jun 2010 - Aug 2012 with Tata Asset Management Ltd. as a Credit Analyst reporting to Head of Fixed Income, Sep 2012 - till date with Tata Asset Management Ltd. as a Credit analyst & Fund Manager reporting to Head of Fixed Income.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
ICICI Prudential Interval Fund VII - Annual Interval Plan C Growth060 CR0.14
Aditya Birla Sun Life CRISIL IBX AAA - Jun 2023 Index Fund Growth01,237 CR0.3
Fund Name1Y3Y
This FundICICI Prudential Interval Fund VII - Annual Interval Plan C Growth8.32970
This FundAditya Birla Sun Life CRISIL IBX AAA - Jun 2023 Index Fund Growth6.50490

Tata Fixed Income Portfolio Fund - Scheme B2 - Retail Plan Growth FAQs

Tata Fixed Income Portfolio Fund - Scheme B2 - Retail 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 Income Portfolio Fund - Scheme B2 - Retail Plan Growth is 0.93. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Tata Fixed Income Portfolio Fund - Scheme B2 - Retail Plan Growth’s fund performance is as follows:
  • 1 Month : %
  • 6 Months : %
  • 1 Year : %
  • 3 Years : %
Returns of Tata Fixed Income Portfolio Fund - Scheme B2 - Retail 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 Income Portfolio Fund - Scheme B2 - Retail 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 Income Portfolio Fund - Scheme B2 - Retail Plan Growth is ₹1 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Tata Fixed Income Portfolio Fund - Scheme B2 - Retail Plan Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.