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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹5000
AUM (Fund size)
₹76 Cr
Lock In Period
N/A
Expense Ratio
1.39
Benchmark
CRISIL Medium Term Debt Index
Exit Load
- On or before expiry of 365 days from the date of 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.
Summary
Latest details for Tata Medium Term Fund - Growth include a ₹29.7872 NAV as of Sep 23,2022 and returns since inception of 20.58%. Minimum investments start at SIP ₹500. The Tata Medium Term Fund - Growth AUM is ₹76 Cr, with a lock-in of N/A years, expense ratio of 1.39%, and benchmark CRISIL Medium Term Debt Index. Exit load is - - On or before expiry of 365 days from the date of 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.. In the growth review for 1M Month/Year, the fund recorded -0.14% returns, against a category average of 2.61% and a category best of 298.31%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -0.14 | 2.61 | 298.31 |
| 6M | 0.36 | 1.65 | 316.78 |
| 1Y | 1.64 | 5.53 | 340.09 |
| 3Y | 6.44 | 17.48 | 39.54 |
Portfolio Analysis
- Equity:
- Debt: 100.01%
- Others
As on: 2022-09-15
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About Fund
Tata Medium Term Fund - Growth managed by Tata Mutual Fund,is a Medium Duration Fundsscheme with Assets Under Management of ₹76 Crore. The fund benchmarks its performance against the CRISIL Medium Term Debt Index while maintaining an expense ratio of 1.39. Under the expert guidance of Murthy Nagarajan ,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
Murthy Nagarajan
Mr. Murthy holds M.Com and PGPMS degree. He has 20 years of Experience. Prior to joining Tata AMC, had worked with Mirae Asset Global Investment India Ltd in the Investment Department as the Head of Fixed Income (Dec 2007 - Jan2010) and Tata Asset Management Ltd in the Fixed Income Investment Department as Head of Fixed Income(Aug1999 – Nov2007).
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundBandhan Medium Duration Fund Growth | 1 | 1321.91 CR | 1.36 |
| This FundEdelweiss Bharat Bond ETF - April 2023 Growth | 0 | 6627.4 CR | |
| This FundTata Medium Term Fund - Growth | 0 | 75.62 CR | 1.39 |
| This FundAditya Birla Sun Life Medium Term Plan Growth | 5 | 3095.49 CR | 1.56 |
| This FundAditya Birla Sun Life Medium Term Plan - Institutional Plan Growth | 0 | 1626.19 CR | 1.68 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundBandhan Medium Duration Fund Growth | 3.9972 | 20.3572 |
| This FundEdelweiss Bharat Bond ETF - April 2023 Growth | 5.4985 | 20.3733 |
| This FundTata Medium Term Fund - Growth | 1.6392 | 20.5837 |
| This FundAditya Birla Sun Life Medium Term Plan Growth | 8.1987 | 31.9246 |
| This FundAditya Birla Sun Life Medium Term Plan - Institutional Plan Growth | 10.5663 | 37.0187 |
FAQs
Tata Medium 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 Medium Term Fund - Growth is 1.39. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Tata Medium Term Fund - Growth’s fund performance is as follows:
- 1 Month : -0.14%
- 6 Months : 0.36%
- 1 Year : 1.64%
- 3 Years : 6.44%
You can invest in Tata Medium 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 Medium Term Fund - Growth is ₹76 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Tata Medium 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