Tata Medium Term Fund - Regular (G)

  • 5 years return (%) 3.48%
  • AUM (₹) ₹72.97 Cr
  • NAV (₹) 29.3068
  • Rating 1

Performance

1Y 3Y 5Y Max
Fund Return 6.92% 2.67% 3.48% 3.69%
Category Average 60.66% 19.51% 17.24% 20.52%
*All funds are annualized

Investment Return Calculators

I want to monthly invest
for a period of
6.92%
₹30,750

Second Panel

Comparison with other schemes

Expense Ratio AUM(₹ Cr) 3 Year
Tata Medium Term Fund - Regular (G) 1.39 72.9652 +3%
Quantum Dynamic Bond Fund - Direct (G) 0.6 83.0156 +9%
PGIM India Banking&PSU Debt Fund (G) 0.8 78.3209 +9%
BOI AXA Credit Risk Fund - Regular 1.51 73.6848 +-32%
JM Dynamic Debt Fund (G) 0.99 72.9135 +6%

Fund Risk

HIGH
Low
check your profile again

Sector

Asset Classes

Constituents

  • GSEC2031

    Automobile Sector
    Govt. Securities Instrument
    9.8% % Assets
  • Varanasi Express

    Automobile Sector
    Floating Rate Instruments Instrument
    8.3% % Assets
  • TMF Holdings

    Automobile Sector
    NCD Instrument
    6.7% % Assets
  • Green Infra Wind

    Automobile Sector
    NCD Instrument
    6.6% % Assets
  • Power Fin.Corpn.

    Automobile Sector
    NCD Instrument
    5.8% % Assets

AMC Details

Tata Mutual Fund

  • 66999.3375 Cr

    AUM

Contact Details

1903, B-Wing, Parinee Crescenzo,
G-Block, Bandra Kurla Complex,
Bandra East Mumbai - 400051

6657 8282. | 2261 3782.
service@tataamc.com