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Return

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This Fund:
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹10000 & Lump. ₹50000

AUM (Fund size)

₹124 Cr

Lock In Period

N/A

Expense Ratio

1.28

Benchmark

I-Sec Composite Index

Exit Load

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

Summary

Latest details for Tata Gilt Securities Fund - High Investment Plan Growth include a ₹ NAV as of Apr 23,2026 and returns since inception of --%. Minimum investments start at SIP ₹10000. The Tata Gilt Securities Fund - High Investment Plan Growth AUM is ₹124 Cr, with a lock-in of N/A years, expense ratio of 1.28%, and benchmark I-Sec Composite Index. Exit load is - 0.50% if redeemed with 180 days from the date of allotment.. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 1.31% and a category best of 5.07%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.001.315.07
6M0.001.7714.11
1Y0.005.7023.82
3Y0.0014.0096.12

Portfolio Analysis

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  • Debt:
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About Fund

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
This FundICICI Prudential Gilt Fund Investment Plan PF Option Growth0566.21 CR0.84
Fund Name1Y3Y
This FundICICI Prudential Gilt Fund Investment Plan PF Option Growth13.91447.9377

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.
Min Inv Amount: ₹500