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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

9.73

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

Period(Year)

Amount

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Tata Medium Term Fund-Regular (IDCW) (SP 1) 0 0 0 0 0 0
Benchmark - CRISIL Medium Term Debt Index 0 0 0 0 0 0
Category Average - DEBT -0.8 -3.83 -0.74 4.26 4.76 3.47
Category Rank 15/17 17/17 15/17 14/17 15/17 17/17
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
UTI-Medium Term Fund(Segregated)-Regular (IDCW-A) 0.0724 0.14 0.00 0.00 0.00 1.36 0.00 5,000.00 invest
Nippon India Strategic Debt Fund (G) 12.4530 0.08 15.30 -4.49 -1.29 210.70 1.95 5,000.00 invest
Aditya Birla SL Medium Term Plan (G) 26.2461 0.06 7.43 4.73 4.82 1,472.40 1.58 1,000.00 invest
Franklin India Income Oppt-SP2 (G) (Wound up) 0.4893 0.04 0.00 0.00 0.00 54.70 0.00 5,000.00 invest
DSP Bond Fund - Regular (IDCW) 11.0610 -81.56 1.47 4.08 4.66 350.52 0.00 500.00 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 04 May 2022 as the record date for declarati...

Apr 29, 2022 09:13

Tata Focused Equity Fund Announces change in fund manager

Tata Mutual Fund has decided to change the fund manager of Tata Focused Equ...

Apr 18, 2022 11:09

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

Tata Mutual Fund has announced 04 April 2022 as the record date for declara...

Mar 30, 2022 10:19

SCHEME DETAILS

AMC Name : Tata Mutual Fund
Fund Name : Tata Medium Term Fund-Regular (IDCW) (SP 1)
Contact Persone : Abhisek Sonthalia
Registered Address : Mafatlal Centre,9th Floor,Nariman Point,Mumbai - 400 021.
Telephone No : 022 - 6657 8282.
Fax No. : 022 - 2261 3782.
Email : kiran:tataamc.com
Website : www.tatamutualfund.com