Tata Income Fund


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Fund Performance Analysis

Tata Income Fund Performance Snapshot (Regular Plan)

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KPIs* Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Nov. 29, 2022.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2022 KPIs: Key Performance Indicators

Tata Income Fund Performance Analysis

Tata Income Fund Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of Tata Income Fund

Top Performing Funds in Medium to Long Duration Fund Category
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Fund Name Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Aditya Birla Sun Life Income Fund

2 The Aditya Birla Sun Life Income Fund is a Medium to Long Duration Fund. In the Medium to Long Duration Fund category there are 13 funds. The fund has 11 KPIs that are in top quartile. The fund has 48% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Aditya Birla Sun Life Income Fund performance snapshot section. 1.99% 6.10% -2.20% -3.61% 0.66 0.34 0.41

Icici Prudential Bond Fund

3 The Icici Prudential Bond Fund is a Medium to Long Duration Fund. In the Medium to Long Duration Fund category there are 13 funds. The fund has 15 KPIs that are in top quartile. The fund has 79% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has one performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Icici Prudential Bond Fund performance snapshot section. 2.63% 5.67% -1.61% -2.08% 0.80 0.43 0.41

Sbi Magnum Income Fund

1 The Sbi Magnum Income Fund is a Medium to Long Duration Fund. In the Medium to Long Duration Fund category there are 13 funds. The fund has 21 KPIs that are in top quartile. The fund has 91% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Sbi Magnum Income Fund performance snapshot section. 2.59% 6.38% -1.37% -1.97% 0.96 0.57 0.36

Tata Income Fund Performance Snapshot (Direct Plan)

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KPIs Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Nov. 29, 2022.
Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2022 KPIs: Key Performance Indicators

Tata Income Fund Regular vs Direct Plan Performance

Parameters Regular Plan Direct Plan
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Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns


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Medium to Long Duration Fund Category Performance Analysis

Return Chart (Regular Plan)

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Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Bank Of India Conservative Hybrid Fund

0.10
1
0.52
1
0.77
13
1.86
2
4.52
1
22.42
1
13.86
1
6.08
5

Hsbc Debt Fund

0.00
3
0.26
4
1.24
3
0.83
12
2.70
13
-0.03
13
3.61
13
5.01
10

Lic Mf Bond Fund

0.00
3
0.29
2
1.26
2
1.18
7
3.74
4
2.34
6
4.12
10
5.24
9

Icici Prudential Bond Fund

-0.00
4
0.19
12
1.05
11
1.47
4
3.99
2
2.63
3
5.67
5
6.42
3

Kotak Bond Fund

-0.01
5
0.16
13
0.93
12
1.24
6
3.13
7
1.32
8
5.42
6
6.01
6

Hdfc Income Fund

-0.01
6
0.20
10
1.08
9
1.16
9
3.05
9
0.61
10
4.05
11
4.64
11

Canara Robeco Income Fund

-0.02
7
0.20
9
1.13
7
0.92
10
2.82
11
1.05
9
4.31
9
5.56
8

Uti Bond Fund

-0.02
8
0.27
3
1.17
5
1.31
5
3.13
8
9.39
2
6.67
2
3.26
12

Jm Medium To Long Duration Fund

-0.04
9
0.20
11
1.31
1
0.89
11
2.94
10
0.25
12
3.89
12
1.76
13

Idfc Bond Fund - Income Plan

-0.04
10
0.20
8
1.24
4
0.76
13
2.73
12
0.31
11
4.39
8
5.71
7

Aditya Birla Sun Life Income Fund

-0.05
11
0.20
7
1.09
8
1.17
8
3.25
6
1.99
7
6.10
4
6.44
2

Sbi Magnum Income Fund

-0.06
12
0.23
5
1.13
6
1.60
3
3.68
5
2.59
4
6.38
3
6.70
1

Nippon India Income Fund

-0.06
13
0.21
6
1.07
10
2.07
1
3.92
3
2.48
5
4.92
7
6.17
4
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Income Fund

0.26
1
0.51
3
0.78
6
4.71
3
8.74
2

Boi Axa Conservative Hybrid Fund

0.16
4
1.58
1
5.60
2
14.00
1
3.94
11

Canara Robeco Income Fund

0.09
9
0.00
10
0.29
9
2.57
8
7.77
7

Hdfc Income Fund

0.11
7
-0.14
13
-0.01
11
2.89
7
6.73
10

Hsbc Debt Fund

0.00
13
-0.03
11
-0.03
12
2.40
9
7.24
8

Icici Prudential Bond Fund

0.18
3
0.15
7
1.13
3
3.61
6
8.43
4

Idfc Bond Fund - Income Plan

0.13
5
0.16
6
-0.06
13
2.25
11
8.32
5

Jm Income Fund

0.07
11
0.10
9
0.16
10
2.12
12
2.09
12

Kotak Bond Fund

0.09
8
0.10
8
0.41
8
3.84
5
8.31
6

Nippon India Income Fund

0.04
12
-0.13
12
0.78
5
2.33
10
8.44
3

Sbi Magnum Income Fund

0.22
2
0.28
4
0.82
4
4.32
4
8.94
1

Uti Bond Fund

0.09
10
1.35
2
7.67
1
8.99
2
1.46
13

Lic Mf Bond Fund

0.13
6
0.17
5
0.59
7
2.08
13
7.01
9
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Income Fund

0.30
1
0.61
3
1.02
7
5.14
3
9.40
3

Boi Axa Conservative Hybrid Fund

0.20
5
1.71
1
5.82
2
14.71
1
4.52
12

Canara Robeco Income Fund

0.19
7
0.29
8
0.86
9
3.74
8
8.92
8

Hdfc Income Fund

0.25
3
0.23
11
0.73
10
3.90
7
7.37
11

Hsbc Debt Fund

0.07
14
0.18
12
0.38
13
3.27
11
8.13
9

Icici Prudential Bond Fund

0.24
4
0.31
7
1.45
3
4.28
6
9.04
6

Idfc Bond Fund - Income Plan

0.19
8
0.33
6
0.27
14
2.93
13
8.99
7

Jm Income Fund

0.12
12
0.27
9
0.46
12
3.15
12
3.12
13

Kotak Bond Fund

0.20
6
0.36
5
0.93
8
4.93
5
9.43
2

Nippon India Income Fund

0.15
11
0.14
13
1.35
5
3.49
9
9.40
5

Nippon India Income Fund

0.15
10
0.14
14
1.35
4
3.49
10
9.40
4

Sbi Magnum Income Fund

0.28
2
0.45
4
1.15
6
5.01
4
9.66
1

Uti Bond Fund

0.11
13
1.43
2
7.83
1
9.37
2
2.11
14

Lic Mf Bond Fund

0.17
9
0.23
10
0.72
11
2.45
14
7.62
10
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Income Fund

-3.61
8
-2.20
5
-0.74
5
3.51
8
2.36
6

Bank Of India Conservative Hybrid Fund

-5.26
11
-13.12
13
-2.80
11
12.65
13
7.17
13

Canara Robeco Income Fund

-2.79
5
-1.84
4
-0.68
4
3.03
5
1.98
5

Hdfc Income Fund

-3.44
6
-2.59
7
-0.79
6
2.74
2
1.93
4

Hsbc Debt Fund

-4.51
9
-2.82
9
-1.17
10
3.39
6
2.42
7

Icici Prudential Bond Fund

-2.08
2
-1.61
3
-0.58
2
2.85
4
1.91
3

Idfc Bond Fund - Income Plan

-5.04
10
-2.86
10
-1.15
9
3.85
10
2.67
10

Jm Medium To Long Duration Fund

-5.69
12
-9.99
11
-4.32
13
5.58
11
4.92
12

Kotak Bond Fund

-3.60
7
-2.46
6
-0.86
7
3.47
7
2.44
8

Nippon India Income Fund

-2.27
3
-2.70
8
-0.98
8
3.64
9
2.46
9

Sbi Magnum Income Fund

-1.97
1
-1.37
1
-0.47
1
2.73
1
1.76
1

Uti Bond Fund

-9.62
13
-11.91
12
-3.35
12
7.39
12
4.73
11

Lic Mf Bond Fund

-2.79
4
-1.59
2
-0.61
3
2.82
3
1.87
2
Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
% Rank % Rank % Rank % Rank Value Rank Value Rank % Rank % Rank % Rank

Aditya Birla Sun Life Income Fund

0.66
3
0.34
3
0.57
3
0.41
0.03
4 1.02 2
0.88
2
0.02
3
5.49
2
-0.00
4

Bank Of India Conservative Hybrid Fund

0.25
9
0.16
7
0.34
11
0.56
4.94
2 1.11 1
0.12
9
0.08
1
5.21
3
0.10
1

Canara Robeco Income Fund

0.39
6
0.20
6
0.48
6
0.39
-0.67
7 0.84 5
0.91
1
-0.00
5
4.76
5
-0.02
7

Hdfc Income Fund

0.18
10
0.08
10
0.40
9
0.40
-0.66
6 0.79 6
0.88
3
-0.00
7
4.68
6
-0.02
9

Hsbc Debt Fund

0.15
11
0.07
11
0.39
10
0.42
-1.68
9 0.87 4
0.78
4
-0.01
8
3.52
8
-0.02
6

Icici Prudential Bond Fund

0.80
2
0.43
2
0.59
2
0.41

Idfc Bond Fund - Income Plan

0.30
7
0.14
9
0.44
8
0.39
-1.63
8 1.00 3
0.71
6
-0.00
4
3.89
7
-0.01
5

Jm Medium To Long Duration Fund

-0.65
13
-0.19
13
0.04
13
0.51
-1.82
10 0.71 8
0.23
8
-0.03
9
2.24
10
-0.03
10

Kotak Bond Fund

0.55
4
0.26
4
0.52
4
0.42

Nippon India Income Fund

0.49
5
0.24
5
0.50
5
0.44

Sbi Magnum Income Fund

0.96
1
0.57
1
0.64
1
0.36
2.68
3 0.60 9
0.59
7
0.03
2
8.91
1
-0.00
3

Uti Bond Fund

-0.18
12
-0.06
12
0.14
12
0.47
8.00
1 -0.36 10
0.01
10
-0.05
10
3.27
9
0.02
2

Lic Mf Bond Fund

0.29
8
0.14
8
0.46
7
0.41
-0.20
5 0.73 7
0.72
5
-0.00
6
4.90
4
-0.02
8

Tata Income Fund Additional Return Analysis

Tata Income Fund Value of Investment

Plan Type 1 Day 1 Week 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year
Regular Plan Value of 1000 Rupee
Direct Plan Value of 1000 Rupee
Fund Information
Fund Launch Date: 19/Mar/1997
Fund Category: Medium to Long Duration Fund
Investment Objective: The investment objective of the Scheme is to provide income distribution/ capital appreciation over medium to long term.
Fund Description: A) Regular medium to long duration fund b) Portfolio Macaulay Duration bet. 4 - 7 years. (between 1 year to 7 years in exception/adverse cases). c) Seek to earn capital appreciation over the medium term. Ideal for investors looking to invest in debt fund with an investment horizon for more than 3 Years
Fund Benchmark: CRISIL Medium to Long Term Debt Index
Source: Fund FactSheet


Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.





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