Tata Banking & PSU Debt Fund Direct - Growth

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Value Research Rating

Unrated

Our Opinion

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₹13.4926

As on 14-Jun-2024

Returns

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Calculate SIP Returns of Tata Banking & PSU Debt Fund Direct - Growth

Upfront Investment

Monthly SIP Amount

Investment Duration

years

Risk

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This fund has risk.

Low
Low to Moderate
Moderate
Moderately High
High
Very High

As per SEBI's Riskometer.

Portfolio of Tata Banking & PSU Debt Fund Direct - Growth

Asset Allocation

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Credit Rating Weightage

Split between categories of Equity investments

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Other details of Tata Banking & PSU Debt Fund Direct - Growth

Assets

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Exit Load (Days)

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--

Min. Investment (₹)

Min. Withdrawal (₹)

Min. SIP Investment (₹)

Min. No of Cheques

About Tata Banking & PSU Debt Fund Direct - Growth

Tata Banking & PSU Debt Fund Direct - Growth is a debt mutual fund scheme of Tata Mutual Fund. Launched on October 10, 2019, it is currently managed by . The fund has an expense ratio of 0.26% with an overall AUM (Assets Under Management) of ₹208 Cr.

Tata Banking & PSU Debt Fund - Direct Plan is mandated to invest at least 80 per cent of its assets in bonds issued by banks, public sector undertakings (PSUs) and public financial institutions. The fund allows minimum lumpsum investment of ₹-- and minimum SIP of ₹--.

Suitability

Banking and PSU funds are suitable for:

  • Debt allocation in your long-term portfolio
  • Earning marginally higher returns than fixed deposits, with low-to-moderate volatility and flexibility to redeem anytime
  • Investment horizon of 2-3 years

Note:

  • Unlike FD, there is no guarantee of returns
  • Not suitable for long-term wealth creation
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FAQ for Tata Banking & PSU Debt Fund Direct - Growth

Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Tata Banking & PSU Debt Fund Direct - Growth through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Tata Banking & PSU Debt Fund Direct - Growth can be bought from the Tata Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.

The latest declared NAV of Tata Banking & PSU Debt Fund Direct - Growth, is ₹13.4926 as of 02-Apr-2026.

Over the past five years, Tata Banking & PSU Debt Fund Direct - Growth has delivered an annualised return of --% as of 02-Apr-2026.

The minimum investment required to start investing in Tata Banking & PSU Debt Fund Direct - Growth is ₹ for the lump sum option and ₹ for the SIP (Systematic Investment Plan) option.