Tata Medium Term Fund Regular Plan Growth

Debt Generate Interest income and beat FD returns
Medium Duration Fund
Category Rank
Tata Medium Term Fund Regular Plan Growth
Rating
Fund
Time to Invest
Tata Medium Term Fund Regular Plan Growth
NAV
29.4655
(26/11/2021)
L 52Wk H
27.90
29.47
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Tata Medium Term Fund Regular Plan Growth

Debt
Medium Duration Fund
Generate Interest income and beat FD returns
Rank Tata Medium Term Fund Regular Plan Growth
Fund
NAV
29.4655
(26/11/2021)
Time to Invest
Tata Medium Term Fund Regular Plan Growth
Rating
L 52Wk H
27.90
29.47
Investment Objective

The investment objective of the scheme is to generate income and capital appreciation over a medium term. However there can be no assurance that the investment objective of the scheme will be realized. .

Category
  • Debt - Medium Duration Fund
Benchmark
  • CRISIL Medium Term Debt Index
Returns
Absolute
1M
0.54%
3M
1.32%
6M
2.77%
Annualised
1Y
5.09%
3Y
2.22%
5Y
2.64%
Historical NAV
NAV for scheme Tata Medium Term Fund Regular Plan - Growth is
Growth of 10,000
An investment of 10000 for in this scheme would have grown to Rs.

Risk of the fund

Tata Medium Term Fund Regular Plan Growth

AUM

71.24 Cr
Tata Medium Term Fund Regular Plan Growth AUM is 95% lower than other schemes in the category

Load

Entry Load - NIL
Exit Load - Nil upto 12% of investments and 1% for remaining investments on or before 365D Nil after 365D
Lock In Period - NIL

Expense Ratio

1.39%
Tata Medium Term Fund Regular Plan Growth Expense Ratio is 68% lower than other schemes in the category

Turnover Ratio

NA