Tata Smart Investment Plan 1 - Scheme A Growth Return

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

Showing Funds Performance since Sep 07, 2020

Tata Smart Investment Plan 1 - Scheme A Growth Fund Overview

Min. investment

SIP ₹ & Lump. ₹10000

AUM (Fund size)

₹29 Cr

Lock In Period

N/A

Expense Ratio

2.25

Exit Load

Nil

Benchmark

BSE Sensex

Tata Smart Investment Plan 1 - Scheme A Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.000.18126.76
6M0.001.85126.76
1Y0.004.39126.76
3Y0.0010.71126.76

Portfolio Analysis

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About Fund Tata Smart Investment Plan 1 - Scheme A Growth

Tata Smart Investment Plan 1 - Scheme A Growth managed by Tata Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹29 Crore. The fund benchmarks its performance against the BSE Sensex while maintaining an expense ratio of 2.25. Under the expert guidance of Murthy Nagarajan ,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

Murthy Nagarajan

Mr. Murthy holds M.Com and PGPMS degree. He has 20 years of Experience. Prior to joining Tata AMC, had worked with Mirae Asset Global Investment India Ltd in the Investment Department as the Head of Fixed Income (Dec 2007 - Jan2010) and Tata Asset Management Ltd in the Fixed Income Investment Department as Head of Fixed Income(Aug1999 – Nov2007).

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Invesco India Multi Asset Allocation Fund Growth01,178 CR1.7
Helios Arbitrage Fund Growth0105 CR2.4
Fund Name1Y3Y
This FundInvesco India Multi Asset Allocation Fund Growth17.14550
This FundHelios Arbitrage Fund Growth00

Tata Smart Investment Plan 1 - Scheme A Growth FAQs

Tata Smart Investment Plan 1 - Scheme A 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 Smart Investment Plan 1 - Scheme A Growth is 2.25. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Tata Smart Investment Plan 1 - Scheme A Growth’s fund performance is as follows:
  • 1 Month : %
  • 6 Months : %
  • 1 Year : %
  • 3 Years : %
Returns of Tata Smart Investment Plan 1 - Scheme A 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 Smart Investment Plan 1 - Scheme A 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 Smart Investment Plan 1 - Scheme A Growth is ₹29 crore. It changes based on market performance, inflows, and outflows.

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