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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 (IDCW) (SP 1) 0 0 0 0 0 0
Benchmark - CRISIL Medium Term Debt Index 0 0 0 0 0 0
Category Average - DEBT 0.74 4.44 8.72 6.15 6.05 6.85
Category Rank 4/11 5/11 6/11 5/11 9/11 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) 12.3017 0.26 8.38 5.10 0.00 84.37 0.00 1,000.00 invest
Union Medium Duration Fund - Regular (IDCW) 12.3017 0.26 8.38 5.10 0.00 84.37 0.00 1,000.00 invest
Sundaram Medium Duration Fund - (Bonus) 22.6723 0.22 7.00 3.97 4.02 44.19 2.18 5,000.00 invest
Sundaram Medium Duration Fund - (G) 66.3796 0.22 7.00 3.97 4.02 44.19 2.18 5,000.00 invest
Bandhan Bond Fund - MTP - Regular (IDCW-D) 10.2872 -0.02 8.07 5.05 5.65 1,492.28 1.31 1,000.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

latest news

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Tata Equity P/E Fund announces Income Distribution cum Capital Withdrawal (IDCW)

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Oct 08, 2024 09:22

SCHEME DETAILS

AMC Name : Tata Mutual Fund
Fund Name : Tata Medium Term Fund-Regular (IDCW) (SP 1)
Contact Persone : Abhisek Sonthalia
Registered Address : 1903, B-Wing, Parinee Crescenzo,G-Block, Bandra Kurla Complex,Bandra East Mumbai - 400051
Telephone No : 022 62827777
Fax No. : 022 2261 3782.
Email : service:tataamc.com
Website : www.tatamutualfund.com