Future Value: ₹7,20,105 at 7% for 5 years. Wealth gained: ₹1,20,105.
| Year | Invested | Returns | Total Value |
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A monthly SIP of ₹10,000 in Tata MF Debt funds at 7% for 5 years grows to ₹7,20,105. Total amount invested: ₹6,00,000, wealth gained: ₹1,20,105. Popular schemes: Tata Short Term Bond Fund, Tata Money Market Fund.
At 7% expected return for 5 years, ₹10,000/month SIP in Tata MF Debt funds grows to approximately ₹7,20,105. Total invested: ₹6,00,000, Wealth gained: ₹1,20,105.
Tata MF Debt funds offer expected returns of 6 - 8.5% p.a. with low to moderate risk. Popular schemes include Tata Short Term Bond Fund, Tata Money Market Fund. Compare with other fund houses on this page.
Tata MF Debt funds have an expense ratio of 0.22 - 0.70%. Lower expense ratios mean more of your returns stay with you. Exit load: Nil to 0.25%.
Yes, most Tata MF fund schemes allow you to increase (top-up) your SIP amount. You can also start an additional SIP in the same or different scheme. Consider step-up SIP for automatic annual increases.
For debt funds, 1-3 years is typical. Match your SIP duration with your financial goal timeline.