Tata Crisil-Ibx Financial Services 3-6 Months Debt Index Fund Growth
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Fund Performance
Disclaimer: Mutual Fund Investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future results and there is no assurance that the scheme's objective will be achieved. Specialised Investment Funds (SIF) involve a higher degree of risk and a minimum investment of ₹10 Lakhs.
Fund House Management
The asset management company’s track record, AUM scale, and fund manager credentials.
Fund Manager Track Record
Amit Somani
Lead Portfolio Manager
Mr. Amit Somani has experience of 23 years. Manages 113 funds at Tata Asset Management Pvt Ltd with an AUM of approximately ₹165 Cr Holds a PGDBM degree.
Anand Vardarajan
Co-Portfolio ManagerAnand Vardarajan is the Chief Executive Officer and Managing Director of Tata Asset Management Private Limited, the asset management company of Tata Mutual Fund, effective 10 July 2026. He has over 24 years of experience across banking, wealth management and financial services. He joined Tata Asset Management in June 2018 and previously served as Business Head for Banking, Institutional Sales, Alternate Products and Product Strategy, strengthening institutional and high-net-worth client relationships, banking alliances and product strategy. Before joining Tata, he spent seven years at ICICI Bank leading investments within Wealth Management and worked at Citibank in wealth management and investment counselling. He began his career at Tata AIG General Insurance. He holds a Bachelor of Commerce from St. Xavier’s College, Kolkata, and an MBA from the University of Pune
Firm Overview
Tata Asset Management Private Limited is the investment manager of Tata Mutual Fund, sponsored by Tata Sons Private Limited and Tata Investment Corporation Ltd., with Tata Trustee Company Private Limited as trustee. It offers equity, debt, hybrid and liquid schemes for a broad range of investor profiles, plus PMS (Tata PMS) as a group offering.
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Regulatory & Tax Information
STCG | <null Months null%
LTCG | >null Months null% on gain above 1.25 Lakh
Tax Implications (India)