TATA Mutual Fund

Tata Multi Sector Passive FoF Regular Plan IDCW Reinvestment Option

TATA Mutual Fund

Expense Ratio: -
Risk: -
Other Scheme - FoF Domestic
Plan: Regular
Benchmark: -
Inception: 22-06-2026
Exit Load: Nil
Fund Size:-

Performance

1Y
FundN/A
Cat. Avg.6.57%
2Y
FundN/A
Cat. Avg.15.12%
3Y
FundN/A
Cat. Avg.18.42%
5Y
FundN/A
Cat. Avg.12.05%
10Y
FundN/A
Cat. Avg.10.99%
SI
Fund-4.79%
Cat. Avg.11.44%

Fund Facts

No available Data

Taxation

Any Holding Period (STCG & LTCG):As per Income Slab Rate

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

No available Data

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HDFC Mutual Fund
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TATA Mutual Fund
NAV / Fund Size₹271.76₹9.76 Cr
Other ETFs- RiskOther

-4.20%

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SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
SI07 Aug, 261500014507-3.3%N/A

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
SI14 Jul, 261 L.95206-4.8%N/A

SIP Calculator

Visualize how small monthly investments grow over time.

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Years
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%

Beat inflation and compound wealth faster with an annual step-up.

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Future Value

₹23.80L

With SIP Amount ₹5,000
Total Invested
₹9.00L
Total Profit
₹14.80L
SIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.

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