TATata MFIDCW

Tata Smart Investment Plan - 1 - Scheme B - Dividend

hybridHybrid - Multi Asset AllocationBenchmark: BSE SENSEX
NAV · 11 Jun 2012₹9.59+0.02%
AUM₹2 Crfrom this fund's primary plan
Expense Ratio2.50%
CAGR
Exit LoadNil
Min SIP
Launched2009

Investment Objective

To generate returns by investing systematically in equity / equity related instruments.

Fund Managers
AB
Atul Bhole
Fund Manager
Key Information
2.50%
₹10,000
Nil
Nil
Inception12 Jun 2009
AMCTata MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

Trailing Returns
PeriodReturns
1 Day+0.02%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.50%
Nil
Nil
₹10,000
Capital Gains Tax, general rules

This is a debt/other (non-equity-oriented) fund. For units acquired on or after 1 April 2023, gains are taxed at your applicable income-tax slab rate regardless of holding period, the earlier long-term/indexation treatment for debt funds was removed by the Finance Act 2023.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme