Tata Gilt Retirement Plan (28-02-09) Growth Return

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Showing Funds Performance since Sep 07, 2020

Tata Gilt Retirement Plan (28-02-09) Growth Fund Overview

Min. investment

SIP ₹ & Lump. ₹50000

AUM (Fund size)

₹2 Cr

Lock In Period

N/A

Expense Ratio

1.6

Exit Load

0.50% if redeemed within 180 days.

Benchmark

I-Sec Composite Index

Tata Gilt Retirement Plan (28-02-09) Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.00-1.023.81
6M0.000.5110.62
1Y0.003.2721.00
3Y0.0010.4486.02

Portfolio Analysis

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About Fund Tata Gilt Retirement Plan (28-02-09) Growth

Tata Gilt Retirement Plan (28-02-09) Growth managed by Tata Mutual Fund,is a Gilt Fundscheme with Assets Under Management of ₹2 Crore. The fund benchmarks its performance against the I-Sec Composite Index while maintaining an expense ratio of 1.6. 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

Fund NameRatingsAUMExpense Ratio
Groww Gilt Fund Growth035 CR1.68
ICICI Prudential Gilt Fund Investment Plan PF Option Growth0566 CR0.84
Fund Name1Y3Y
This FundGroww Gilt Fund Growth1.67410
This FundICICI Prudential Gilt Fund Investment Plan PF Option Growth13.91447.9377

Tata Gilt Retirement Plan (28-02-09) Growth FAQs

Tata Gilt Retirement Plan (28-02-09) 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 Gilt Retirement Plan (28-02-09) Growth is 1.6. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Tata Gilt Retirement Plan (28-02-09) Growth’s fund performance is as follows:
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Returns of Tata Gilt Retirement Plan (28-02-09) 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 Gilt Retirement Plan (28-02-09) 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 Gilt Retirement Plan (28-02-09) Growth is ₹2 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Tata Gilt Retirement Plan (28-02-09) Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.