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Tata CRISIL-IBX Financial Services 3-6 Months Debt Index Fund NFO

Growth

DebtIndex Funds - Debt Oriented
Moderately Low RiskPrincipal investment will be at moderately low risk

Tata CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Key Offer Details

Opening date
15 Sept 2026
Closing date
22 Sept 2026
Scheme type
Open-Ended
NAV
₹10
Min. invst.
₹5,000
Min. SIP
₹1,000

About Tata CRISIL-IBX Financial Services 3-6 Months Debt Index Fund

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Tata CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Scheme Info

Plan
Direct
Lock in
None
Exit Load
0%
NIL
Base Exp. Ratio
0%
Benchmark
CRISIL-IBX Financial Services 3-6 Months Debt Index

Tata CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Scheme 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.

AMC Profile of Tata CRISIL-IBX Financial Services 3-6 Months Debt Index Fund

Established in 1994, Tata Asset Management Private Limited has a track record of more than 25 years in investment management. Tata Asset Management Private Limited manages investments of Tata Mutual Fund.

Total AUM
₹ 2,16,817.32 Cr
No. of schemes
63

Tata CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Manager Profile

Tata CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Peers

Tata CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Peers & Comparison

Comparing 4 mutual funds from 
DebtIndex Funds - Debt Oriented

Frequently asked questions

  1. Tata CRISIL-IBX Financial Services 3-6 Months Debt Index Fund is an open-ended Index Funds - Debt Oriented scheme launched by Tata Asset Management Private Limited, investing primarily in Debt. It is benchmarked against CRISIL-IBX Financial Services 3-6 Months Debt Index and offered in Direct and Regular plans with Growth and IDCW options.

  2. The NFO of Tata CRISIL-IBX Financial Services 3-6 Months Debt Index Fund opens for subscription on 14 Sep 2026.

  3. The NFO of Tata CRISIL-IBX Financial Services 3-6 Months Debt Index Fund closes for subscription on 22 Sep 2026. Applications must be submitted before this date for allotment at the NFO offer price.

  4. The minimum lumpsum investment in Tata CRISIL-IBX Financial Services 3-6 Months Debt Index Fund is ₹5,000.

  5. The minimum SIP amount for Tata CRISIL-IBX Financial Services 3-6 Months Debt Index Fund is ₹500 per SIP installment.

  1. Tata CRISIL-IBX Financial Services 3-6 Months Debt Index Fund is managed by Dhawal Joshi, Amit Somani, who has 5 years of fund management experience and also manages 14 other schemes at Tata Asset Management Private Limited.

  2. Tata CRISIL-IBX Financial Services 3-6 Months Debt Index Fund is a new scheme with no performance track record yet, so it should be evaluated on Dhawal Joshi, Amit Somani's experience, Tata Asset Management Private Limited's record on similar schemes, the fund's Debt strategy, and fit with an investor's existing portfolio — not past returns.

  3. Tata CRISIL-IBX Financial Services 3-6 Months Debt Index Fund is categorized as a Index Funds - Debt Oriented scheme under SEBI's mutual fund classification — investing at least 35% each in large-cap and mid-cap stocks (for Large & Mid Cap funds).

  4. Tata CRISIL-IBX Financial Services 3-6 Months Debt Index Fund has no lock-in period and an exit load of 0% if redeemed within any holding period of investment.