3 Year return
0Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Moderate Risk
Asset Under Management
₹177.86 Cr.
Expense Ratio
0.14% (inclusive of GST)
Exit Load
Nil
Tax Implications
Tax on gains as per your income tax bracket
Fund Holdings
Tata Mutual Fund Managers
AS
Amit Somani
Fund Manager since Jan 2023
Fund House Details
Tata Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
Motilal Oswal Nifty Smallcap 250 Index Fund |
23.38% |
0 |
Motilal Oswal Nifty Midcap 150 Index Fund |
23.58% |
0 |
UTI Nifty Next 50 Index Fund |
20.79% |
0 |
Schemes by Tata Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Dynamic Asset Allocation or Balanced Advantage
TATA Balanced Advantage Fund Direct Plan Growth
Hybrid . Dynamic Asset Allocation or Balanced Advantage
TATA Balanced Advantage Fund Direct Plan Payout of IDCW Payout
Hybrid . Arbitrage Fund
TATA Arbitrage Fund Direct Plan Monthly Payout of IDCW Payout
Hybrid . Arbitrage Fund
TATA Arbitrage Fund Direct Plan Monthly Reinvestment of IDCW Reinvestment
Hybrid . Arbitrage Fund
TATA Arbitrage Fund Direct Plan Growth
About TATA Nifty G-Sec Dec 2029 Index Fund Direct Plan Growth
TATA Nifty G-Sec Dec 2029 Index Fund Direct Plan Growth is an index fund managed by TATA Mutual Fund. It tracks the TATA Nifty G-Sec Dec 2029 Index, which is a benchmark index of the Indian government securities (G-secs) maturing in December 2029. The fund aims to replicate the performance of the index by investing in a basket of securities that make up the index.
Investment Objectives of the Scheme
The key investment objectives of the TATA Nifty G-Sec Dec 2029 Index Fund Direct Plan Growth are to: Track the performance of the TATA Nifty G-Sec Dec 2029 Index. Provide investors with a low-cost investment option to participate in the growth of the G-secs market.
Key Features of The Fund
5-year return | NA |
Expense Ratio | 0.14% |
Fund Manager | Amit Somani |
Fund Size | ₹177.86 Cr |
Risk Profile | Moderate |
Is This Scheme Good for Me?
The TATA Nifty G-Sec Dec 2029 Index Fund Direct Plan Growth is a good option for investors who are looking for a low-risk investment option. However, it is important to note that this is a gilt fund and hence, it is exposed to interest rate risk. Investors should carefully consider their investment goals, risk tolerance, and investment horizon before investing in this fund. It is always advisable to consult with a financial advisor before investing in any mutual fund.
AMC Contact Details
Name | Tata Mutual Fund |
Launch Date | March 1994 |
Addresss | Mulla House, Ground Floor, 51, M.G. Road, Near Flora Fountain, Mumbai – 400 001 Maharashtra |
Contact | (022) 6282 7777 |
service@tataamc.com | |
Website | https://www.tatamutualfund.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
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FAQs
What is today's NAV of TATA Nifty G-Sec Dec 2029 Index Fund?
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What are the returns of TATA Nifty G-Sec Dec 2029 Index Fund since inception?
What is the minimum SIP amount to invest in TATA Nifty G-Sec Dec 2029 Index Fund?
How do I invest in TATA Nifty G-Sec Dec 2029 Index Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in TATA Nifty G-Sec Dec 2029 Index Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in TATA Nifty G-Sec Dec 2029 Index Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in TATA Nifty G-Sec Dec 2029 Index Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.