Monthly Amount Invested
Duration
Yr
-
Would Have Become--
-
Invested Value--
-
Total Gain--
-
Returns-- per annum
| ₹150 | ₹5,000 | 0.45 % | 4★ | ₹76 | 10 Years |
|---|---|---|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio | Rating | Fund Size (in Cr) | Fund Age |
| ₹150 | ₹5,000 | 0.45 % |
|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio |
| 4★ | ₹76 Cr | 10 Years |
| Rating | Fund Size | Fund Age |
Scheme Objective
The investment objective of the scheme is to generate income and capital appreciation over a medium term. However, there can be no assurance that the investment objective of the scheme will be realized.
Scheme Performance
| 1 Year | 1Y | 3 Years | 3Y | 5 Years | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 1.7% | 32.4% | 13.3% | - | ||||
| Category Average | - | - | - | - |
Scheme Allocation
Holding
Sector
Asset
GSEC2026
Varanasi Express
TMF Holdings
GSEC2032
Green Infra Wind
Others
Fund House Details
Tata Medium Term Fund
Fund Manager
Abhisek Sonthalia
Exit Load
| Exit Load | On or before expiry of 365 days from the date allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment: Nil On or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investment: 1% Redemption after expiry of 365 days from the date of allotment: Nil |
|---|
Advance Ratio
| -0 | 0.11 | 0.01 | -0.02 |
| Alpha | SD | Beta | Sharpe |
Risk-O-Meter
Other Funds from the same Fund House
Peer Comparison
-
-
-
-
Debt | Medium Duration Funds | 5
22.1%14.5%8.6%1Y3Y5Y
AMC Contact Details
Tata Mutual Fund
AUM:
88,392 Cr
Address:
1903, B-Wing, Parinee Crescenzo,
G-Block, Bandra Kurla Complex,
Bandra East Mumbai - 400051
Contact:
6657 8282.
Email ID:
service@tataamc.com
Frequently Asked Questions
You can invest in Tata Medium Term Fund in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Tata Medium Term Fund in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
The NAV of Tata Medium Term Fund is ₹32.7 as of 23 September 2022.
The expense ratio of Tata Medium Term Fund is 0.45 % as of 23 September 2022.
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
The AUM of Tata Medium Term Fund is ₹88,392 Cr as of 23 September 2022
The minimum SIP amount of Tata Medium Term Fund is ₹150
The top stock holdings of Tata Medium Term Fund are
- GSEC2026 - 12.63%
- Varanasi Express - 7.58%
- TMF Holdings - 6.46%
- GSEC2032 - 6.3%
- Green Infra Wind - 5.79%
