Tata Medium Term Fund
Debt | Medium Duration Funds
Monthly Amount Invested
Would Have Become--
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|
|Min SIP||Min Lumpsum||Expense Ratio|
|4★||₹76 Cr||10 Years|
|Rating||Fund Size||Fund Age|
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.
|1 Year||1Y||3 Years||3Y||5 Years||5Y||Max||Max|
Green Infra Wind
Non Convertable Debenture
Govt Securities / Sovereign
Floating Rate Instruments
Net Curr Ass/Net Receivables
Fund House Details
Tata Medium Term Fund
|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|
Other Funds from the same Fund House
Debt | Medium to Long Duration Funds | 31.7%32.4%13.3%1Y3Y5Y
Debt | Dynamic Bond | 51.7%32.4%13.3%1Y3Y5Y
Debt | Banking and PSU Mutual Funds | 34.0%6.9%-1Y3Y5Y
Debt | Short Duration Funds | 34.7%6.6%5.8%1Y3Y5Y
Debt | Low Duration Funds | 35.0%5.6%5.2%1Y3Y5Y
Debt | Medium Duration Funds | 44.6%7.2%7.9%1Y3Y5Y
Debt | Medium Duration Funds | 22.5%5.6%6.7%1Y3Y5Y
Debt | Medium Duration Funds | 22.5%5.0%5.3%1Y3Y5Y
Debt | Medium Duration Funds | 522.1%14.5%8.6%1Y3Y5Y
AMC Contact Details
Tata Mutual Fund
1903, B-Wing, Parinee Crescenzo, G-Block, Bandra Kurla Complex, Bandra East Mumbai - 400051
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%