Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60:40 Index Fund Direct IDCW

Debt

Medium to Long Duration

Moderate Risk

NAV: 15 Mar 2023

₹ 10.38

Investment Returns (CAGR)

1 yr.
0.5%

3 yr.
2.2%

5 yr.
4.0%

Since Inception.
2.7%

Fund Overview

Fund Size (Rs.)
555 Cr

Benchmark Index
----

Scheme Type
IDCW

ISIN
INF277KA1398

Expense Ratio
0.13%

Minimum SIP (Rs.)
Not Supported

Launch Date
30 Jun 1995

Fund House
Tata Mutual Fund

Exit Load
Nil

Investment Returns Calculator

Monthly SIP

Lump Sum

Monthly investment

₹10000

Time period

3yr

Expected Annual Return

10%

Your results

Total Value of your Investment:

Invested Amount

Est. Returns

Result will be displayed here

Check your eligible loan amount against mutual funds

Total Value of your mutual fund

₹

You are eligible for

₹

50,000

Minimum portfolio value: ₹50,000

Interest Rate: 10% *

Choose tenure

6 mon 12 mon 18 mon

24 mon

installment options

Balloon

₹

416

per month

EMI

₹

4395

per month

Apply For Loan

What is a loan against mutual funds?

With a Loan against Mutual Fund, you offer your MF units as collateral for the loan. The lender holds the Mutual Fund units as a security till you repay the loan amount. Your Mutual Funds will continue to earn returns, but you cannot sell them while you have pledged them to the lender.

You may borrow up to 50% of the value of your equity mutual fund schemes in your portfolio. The value of your mutual fund scheme is derived by multiplying the number of units by the scheme's NAV. The total value of all equity mutual fund schemes will be used to calculate your portfolio value.

Loan facility is provided by our NBFC partner

Apply For Loan

Check out related funds:

UTI Medium to Long Duration Fund Direct Growth

Debt

Medium to Long Duration

Fund Size (Rs.)
311 Cr

Expense Ratio
1.25%

3 yr. CAGR
8.45 Cr

Risk level
Moderate

UTI Medium to Long Duration Fund Direct Flexi IDCW

Debt

Medium to Long Duration

Fund Size (Rs.)
311 Cr

Expense Ratio
1.25%

3 yr. CAGR
8.45 Cr

Risk level
Moderate

Tata Income Fund Direct Growth

Debt

Medium to Long Duration

Fund Size (Rs.)
52 Cr

Expense Ratio
1.14%

3 yr. CAGR
5.97 Cr

Risk level
Moderate

About Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60:40 Index Fund Direct IDCW

The scheme seeks to provide returns that correspond to the total returns of the securities as represented by the underlying index, subject to tracking error. ;

Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60:40 Index Fund Direct IDCW

Debt

Medium to Long Duration

Moderate Risk

NAV: 15 Mar 2023

₹ 10.38

Fund Overview

Fund Size (Rs.)
555 Cr

Benchmark Index
----

Scheme Type
IDCW

ISIN
INF277KA1398

Expense Ratio
0.13%

Minimum SIP (Rs.)
Not Supported

Launch Date
30 Jun 1995

Fund House
Tata Mutual Fund

Exit Load
Nil

Investment Returns (CAGR)

1 yr. 0.5%

3 yr. 2.2%

5 yr. 4.0%

Since Inception. 2.7%

Investment Returns Calculator

Monthly SIP

Lump Sum

Monthly investment

₹10000

Time period

3yr

Expected Annual Return

10%

Your results

Total Value of your Investment:

Invested Amount

Est. Returns

result_mweb will be displayed here

Check your eligible loan amount against your mutual funds.

Total Value of your mutual fund

₹

You are eligible for

₹

50,000

Minimum portfolio value: ₹50,000

Interest Rate: 10% *

Choose tenure

6 mon 12 mon 18 mon

24 mon

installment options

Balloon

₹

416

per month

EMI

₹

4395

per month

Apply For Loan

Loan facility is provided by our NBFC partner

What is a
loan against
mutual funds?

Apply now

Check out related funds:

UTI Medium to Long Duration Fund Direct Growth

Debt

Medium to Long Duration

Fund Size (Rs.)
311 Cr

Expense Ratio
1.25%

3 yr. CAGR
8.45 Cr

Risk level
Moderate

UTI Medium to Long Duration Fund Direct Flexi IDCW

Debt

Medium to Long Duration

Fund Size (Rs.)
311 Cr

Expense Ratio
1.25%

3 yr. CAGR
8.45 Cr

Risk level
Moderate

Tata Income Fund Direct Growth

Debt

Medium to Long Duration

Fund Size (Rs.)
52 Cr

Expense Ratio
1.14%

3 yr. CAGR
5.97 Cr

Risk level
Moderate

About Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60:40 Index Fund Direct IDCW

The scheme seeks to provide returns that correspond to the total returns of the securities as represented by the underlying index, subject to tracking error. ;