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Partner With Us NRI

Feb 09, 2022


Category

Debt

AUM (Cr.)

2.15

Exit Load (%)

0.00

Min Inv Lumpsum

5,000

Expense Ratio

0.00

Sharpe Ratio

0.00

Beta Ratio

0.00

Fund Manager

Abhisek Sonthalia

Inception Date

Jun 18, 2019

Risk Level

Moderate

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.

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Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Tata Medium Term Fund-Regular (G) (SP 1) 0 0 0 0 0 0
Benchmark - CRISIL Medium Term Debt Index 0 0 0 0 0 0
Category Average - DEBT 0.81 3.81 6.64 5.98 5.87 6.65
Category Rank 7/11 8/11 15/11 3/11 10/11 11/11
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Union Medium Duration Fund - Regular (G) 11.8528 0.07 6.39 4.56 0.00 106.69 0.00 1,000.00 invest
Union Medium Duration Fund - Regular (IDCW) 11.8528 0.07 6.39 4.56 0.00 106.69 0.00 1,000.00 invest
HSBC Medium Duration Fund (IDCW-A) 10.8257 0.06 7.07 2.69 4.84 809.40 1.10 5,000.00 invest
HSBC Medium Duration Fund (G) 18.7193 0.06 7.08 5.33 6.45 809.40 1.10 5,000.00 invest
Aditya Birla SL Medium Term Plan (IDCW-Q) 12.3667 -1.62 7.20 12.51 8.78 1,859.15 1.58 1,000.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

latest news

Tata MF Announces Income Distribution cum capital withdrawal (IDCW) under two schemes

Tata Mutual Fund has announced 05 June 2024 as the record date for declarat...

Jun 01, 2024 09:23

Tata Mutual Fund Announces merger of Tata Banking & PSU Debt Fund Merger into Tata Corporate Bond Fund

Tata Mutual Fund has approved the merger of Tata Banking & PSU Debt Fund Me...

May 14, 2024 11:59

TATA MF Announces change in fund managers under its schemes

TATA Mutual Fund has announced change in fund managers under the following ...

Apr 25, 2024 13:48

TATA MF Announces change in fund manager under its scheme

TATA Mutual Fund has announced change in Fund Manager w.e.f. 15th April, 20...

Apr 16, 2024 16:51

Tata MF Announces Income Distribution cum capital withdrawal (IDCW)

Tata Mutual Fund has announced 16 April 2024c as the record date for declar...

Apr 12, 2024 09:28

Tata Mutual Fund unveils six new index funds, three industry firsts

Tata Mutual Fund has launched six new index funds, aiming to grant investor...

Apr 09, 2024 12:10

SCHEME DETAILS

AMC Name : Tata Mutual Fund
Fund Name : Tata Medium Term Fund-Regular (G) (SP 1)
Contact Persone : Abhisek Sonthalia
Registered Address : 1903, B-Wing, Parinee Crescenzo,G-Block, Bandra Kurla Complex,Bandra East Mumbai - 400051
Telephone No : 6657 8282.
Fax No. : 2261 3782.
Email : service:tataamc.com
Website : www.tatamutualfund.com