Tata SIP Investment Fund - Scheme 1 Growth Return

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

Showing Funds Performance since Sep 07, 2020

Tata SIP Investment Fund - Scheme 1 Growth Fund Overview

Min. investment

SIP ₹ & Lump. ₹5000

AUM (Fund size)

₹310 Cr

Lock In Period

N/A

Expense Ratio

2.5

Exit Load

Nil

Benchmark

BSE Sensex

Tata SIP Investment Fund - Scheme 1 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(%)
1M0.000.387.74
6M0.002.2264.49
1Y0.005.36137.57
3Y0.0012.73202.94

Portfolio Analysis

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

About Fund Tata SIP Investment Fund - Scheme 1 Growth

Tata SIP Investment Fund - Scheme 1 Growth managed by Tata Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹310 Crore. The fund benchmarks its performance against the BSE Sensex while maintaining an expense ratio of 2.5. Under the expert guidance of M Venugopal ,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

M Venugopal

Mr. Venugopal is B.Sc in Mathematics and also holds an MBA degree with specialisation in Finance. From August 1995 to September 1997, he gained good understanding of the stock market having worked as dealer at Tata Asset Management Ltd for about two years after which he assumed equity fund management responsibility. Has good exposure to large number of industries and companies having done fundamental research over the years.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
ICICI Prudential Value Fund - Series 5 Growth017 CR2.74
Sundaram Emerging Small Cap - Series III Growth0299 CR1.35
Fund Name1Y3Y
This FundICICI Prudential Value Fund - Series 5 Growth16.49580
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

Tata SIP Investment Fund - Scheme 1 Growth FAQs

Tata SIP Investment Fund - Scheme 1 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 SIP Investment Fund - Scheme 1 Growth is 2.5. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Tata SIP Investment Fund - Scheme 1 Growth’s fund performance is as follows:
  • 1 Month : %
  • 6 Months : %
  • 1 Year : %
  • 3 Years : %
Returns of Tata SIP Investment Fund - Scheme 1 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 SIP Investment Fund - Scheme 1 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 SIP Investment Fund - Scheme 1 Growth is ₹310 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Tata SIP Investment Fund - Scheme 1 Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.