Tata Gilt Securities Fund - High Investment Plan Growth Return

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Showing Funds Performance since Sep 07, 2020

Tata Gilt Securities Fund - High Investment Plan Growth Fund Overview

Min. investment

SIP ₹10000 & Lump. ₹50000

AUM (Fund size)

₹124 Cr

Lock In Period

N/A

Expense Ratio

1.28

Exit Load

0.50% if redeemed with 180 days from the date of allotment.

Benchmark

I-Sec Composite Index

Tata Gilt Securities Fund - High Investment Plan Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.00-0.853.81
6M0.002.3910.62
1Y0.004.2718.39
3Y0.0013.4180.07

Portfolio Analysis

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About Fund Tata Gilt Securities Fund - High Investment Plan Growth

Tata Gilt Securities Fund - High Investment Plan Growth managed by Tata Mutual Fund,is a Gilt Fundscheme with Assets Under Management of ₹124 Crore. The fund benchmarks its performance against the I-Sec Composite Index while maintaining an expense ratio of 1.28. Under the expert guidance of Naresh Kumar ,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

Naresh Kumar

Mr. Naresh Kumar holds M.Tech, PGDM - Finance. His past Experiences are Worked with ICICI Bank Ltd. in Proprietary Trading Group as Dealer - Fixed Income from June 2011 to December 2016.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
ICICI Prudential Nifty 5 yr Benchmark G-SEC ETF Growth020 CR0.21
Nippon India ETF Nifty 5 yr Benchmark G-Sec Growth0259 CR
ICICI Prudential Gilt Fund Investment Plan PF Option Growth0566 CR0.84
Fund Name1Y3Y
This FundICICI Prudential Nifty 5 yr Benchmark G-SEC ETF Growth5.829725.3846
This FundNippon India ETF Nifty 5 yr Benchmark G-Sec Growth5.969325.5023
This FundICICI Prudential Gilt Fund Investment Plan PF Option Growth13.91447.9377

Tata Gilt Securities Fund - High Investment Plan Growth FAQs

Tata Gilt Securities Fund - High Investment 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 Gilt Securities Fund - High Investment Plan Growth is 1.28. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Tata Gilt Securities Fund - High Investment Plan Growth’s fund performance is as follows:
  • 1 Month : 0.00%
  • 6 Months : 0.00%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of Tata Gilt Securities Fund - High Investment 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 Gilt Securities Fund - High Investment 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 Gilt Securities Fund - High Investment Plan Growth is ₹124 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Tata Gilt Securities Fund - High Investment Plan Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.