Tata Gilt Mid Term Fund - Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020
Tata Gilt Mid Term Fund - Growth Fund Overview
Min. investment
SIP ₹500 & Lump. ₹10000
AUM (Fund size)
₹190 Cr
Lock In Period
N/A
Expense Ratio
1.67
Exit Load
Nil
Benchmark
I-Sec Composite Index
Tata Gilt Mid Term Fund - Growth Calculate Returns
You would have got
Your Investment Amount
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.00 | 0.07 | 3.81 |
| 6M | 0.00 | 2.60 | 10.62 |
| 1Y | 0.00 | 4.71 | 20.46 |
| 3Y | 0.00 | 12.79 | 87.63 |
Portfolio Analysis
- Equity:
- Debt:
- Others
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About Fund Tata Gilt Mid Term Fund - Growth
Tata Gilt Mid Term Fund - Growth managed by Tata Mutual Fund,is a Gilt Fundscheme with Assets Under Management of ₹190 Crore. The fund benchmarks its performance against the I-Sec Composite Index while maintaining an expense ratio of 1.67. Under the expert guidance of Naresh Kumar ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Naresh Kumar
Mr. Naresh Kumar holds M.Tech, PGDM - Finance. His past Experiences are Worked with ICICI Bank Ltd. in Proprietary Trading Group as Dealer - Fixed Income from June 2011 to December 2016.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Nippon India Gilt Fund - PF Option - Defined Maturity Date Option Growth | 0 | 1,551 CR | |
| Nippon India Gilt Fund - Institutional Plan Growth | 0 | 1,551 CR | 1.49 |
| ICICI Prudential Gilt Fund Investment Plan PF Option Growth | 0 | 566 CR | 0.84 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundNippon India Gilt Fund - PF Option - Defined Maturity Date Option Growth | 4.366 | 19.0552 |
| This FundNippon India Gilt Fund - Institutional Plan Growth | 4.7558 | 19.485 |
| This FundICICI Prudential Gilt Fund Investment Plan PF Option Growth | 13.914 | 47.9377 |
Tata Gilt Mid Term Fund - Growth FAQs
Tata Gilt Mid Term Fund - Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Tata Gilt Mid Term Fund - Growth is 1.67. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Tata Gilt Mid Term Fund - Growth’s fund performance is as follows:
- 1 Month : 0.00%
- 6 Months : 0.00%
- 1 Year : 0.00%
- 3 Years : 0.00%
You can invest in Tata Gilt Mid Term Fund - Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Tata Gilt Mid Term Fund - Growth is ₹190 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Tata Gilt Mid Term Fund - Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
