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  • Tata Medium Term Fund - High Investment Plan Growth

Return

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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹20000 & Lump. ₹100000

AUM (Fund size)

₹90 Cr

Lock In Period

N/A

Expense Ratio

1.77

Benchmark

Crisil Composite Bond Fund Index

Exit Load

1%, if redeemed on or before the expiry of 365 days from the date of allotment.

Summary

Latest details for Tata Medium Term Fund - High Investment Plan Growth include a ₹ NAV as of Apr 23,2026 and returns since inception of --%. Minimum investments start at SIP ₹20000. The Tata Medium Term Fund - High Investment Plan Growth AUM is ₹90 Cr, with a lock-in of N/A years, expense ratio of 1.77%, and benchmark Crisil Composite Bond Fund Index. Exit load is - 1%, if redeemed on or before the expiry of 365 days from the date of allotment.. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 0.77% and a category best of 3.10%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.000.773.10
6M0.001.4811.87
1Y0.005.1121.71
3Y0.0013.71142.24

Portfolio Analysis

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About Fund

Tata Medium Term Fund - High Investment Plan Growth managed by Tata Mutual Fund,is a Debt - Incomescheme with Assets Under Management of ₹90 Crore. The fund benchmarks its performance against the Crisil Composite Bond Fund Index while maintaining an expense ratio of 1.77. 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

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FAQs

Tata Medium Term Fund - High Investment Plan 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 - High Investment Plan Growth is 1.77. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Tata Medium Term Fund - High Investment Plan Growth’s fund performance is as follows:
  • 1 Month : %
  • 6 Months : %
  • 1 Year : %
  • 3 Years : %
Returns of Tata Medium Term Fund - High Investment Plan Growth are updated daily based on NAV of ₹ as on undefined NaN,NaN. Since inception, the return has been 0.00%.

You can invest in Tata Medium Term Fund - High Investment Plan 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 - High Investment Plan Growth is ₹90 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Tata Medium Term Fund - High Investment Plan 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