Tata Mutual Fund launches Tata CRISIL IBX Financial Services 3 6 Months Debt Index Fund
NFO period: 15th Sep - 22nd Sep, 2026
Highlights of the NFO:
- Scheme type - An open-ended scheme replicating / tracking CRISIL-IBX Financial Services 3-6 Months Debt Index. A relatively low interest rate risk and relatively low credit risk.
- Investment objective - The investment objective of the scheme is to track the CRISIL-IBX Financial Services 3-6 Months Debt Index, subject to tracking errors. However, there can be no assurance or guarantee that the investment objective of the Scheme will be achieved and the scheme does not assure or guarantee any returns.
- Product suitability - This product is suitable for investors who are seeking to generate investment objective of the scheme is to track the CRISIL-IBX Financial Services 3-6 Months Debt Index, subject to tracking errors.
- Minimum Application Amount - Rs 5,000/- and in multiple of Re.1/- thereafter.
- Plan/ Options available - Regular plan & Direct plan having Growth Option and Income Distribution cum Capital Withdrawal (IDCW) Option (with Payout of Income Distribution cum capital withdrawal option and Reinvestment of Income Distribution cum capital withdrawal option).
- Fund Managers - Mr. Dhawal Joshi & Mr. Amit Somani
- Benchmark - CRISIL-IBX Financial Services 3-6 Months Debt Index (TRI)
(Mutual Fund investments are subject to market risks, read all scheme related documents carefully.)
This is a summary of a public announcement, shared for information. It is not a recommendation, and 2i WealthPlus Financial Services may not distribute every scheme mentioned. Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not an indicator of future returns. 2i WealthPlus Financial Services acts solely as an AMFI-registered Mutual Fund Distributor (ARN: 266652) and earns trailing commissions paid by Asset Management Companies (AMCs) for mutual fund scheme distribution. In compliance with SEBI guidelines, we do not provide SEBI-registered investment advisory or portfolio management services.