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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹10000
AUM (Fund size)
₹190 Cr
Lock In Period
N/A
Expense Ratio
1.67
Benchmark
I-Sec Composite Index
Exit Load
Nil
Summary
Latest details for Tata Gilt Mid Term Fund - Growth include a ₹ NAV as of Mar 14,2026 and returns since inception of --%. Minimum investments start at SIP ₹500. The Tata Gilt Mid Term Fund - Growth AUM is ₹190 Cr, with a lock-in of N/A years, expense ratio of 1.67%, and benchmark I-Sec Composite Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of -0.91% and a category best of 3.81%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.00 | -0.91 | 3.81 |
| 6M | 0.00 | 2.23 | 16.12 |
| 1Y | 0.00 | 6.55 | 27.86 |
| 3Y | 0.00 | 14.57 | 95.55 |
Portfolio Analysis
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- Debt:
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About Fund
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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundICICI Prudential Gilt Fund Investment Plan PF Option Growth | 3 | 566.21 CR | 0.84 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundICICI Prudential Gilt Fund Investment Plan PF Option Growth | 13.914 | 47.9377 |
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.
Min Inv Amount: ₹500