Tata Medium Term Fund Direct-Dividend Quarterly+0.02%

2Groww
-8.15%
1 Year Return
Debt
Medium Duration
2.0 star
6M
1Y
3Y
5Y
All

Fund Details

Tata Medium Term Fund Direct-Dividend Quarterly

RiskModerate
Min SIP Amount₹500
Expense Ratio0.45%
NAV12.0 (19 Jul 2019)
Fund Started01 Jan 2013
Fund Size43 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Tata Medium Term Fund Direct-Dividend Quarterly
-8.2%
1.6%
5.1%
5.8%
Category Average
1.7%
5.1%
6.3%
-
Rank within category
15
14
11
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -8.2% annual returns

    Comparison

    Data not available
    Pros
    1. Lower expense ratio
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk-adjusted returns are lower compared to the category
    3. Risk is higher compared to the benchmark
    4. 1Y Returns are lower than the benchmark
    5. 3Y Returns are lower than the benchmark
    6. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Edelweiss Rural & Corporate Services Ltd.FinancialDebenture17.4%
    National Bank For Agriculture & Rural DevelopmentFinancialBonds/Deb12.1%
    CommunicationDebenture11.5%
    India Infradebt Ltd.ConstructionDebenture11.2%
    SBI Cards & Payments Services Ltd.FinancialBonds/Deb10.9%
    Jubilant Life Sciences Ltd.HealthcareNCD9.3%
    Green Infra Wind Energy Ltd.EngineeringDebenture9.3%
    Indian Railway Finance Corpn. Ltd.FinancialDebenture8.4%
    JM Financial Asset Reconstruction Company LtdFinancialCP5.7%
    See All

    Fund Managers

    addMurthy Nagarajan
    Education
    Mr. Nagarajan is a M.Com, ICWA and PGPMS.
    Experience
    Prior to joining Tata AMC he has worked with Quantum AMC as head fixed income, Mirae Asset Global Investment India Ltd..
    Funds Managed

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    About Tata Mutual Fund

    Tata Mutual Fund started their mutual fund on 30/06/1995 and its managing total assets of ₹44,897 Cr. Its ranked at 13 as per total assets at end of 30th Sep 2017.

    Tata is one of the most trusted brands in India and has been successful in every field it has ventured to. Tata Mutual fund is known for its world-class service across the country and it has made a mark in the minds of investors.

    It offers funds across various categories like, equity, debt, hybrid and sectoral. The motto of this AMC is to propel investing among the retail investors irrespective of their risk appetite, ideal investment duration, profession, salary or gender.

    They believe in following a value-based investment methodology which enables them to attain consistent results over the years. They also believe in flexibility, by offering a large variety of funds across various market capitalization. Stability and integrity is one of the main pillar of business for Tata Mutual Fund and they believe in keeping an investor's money in the best possible hands.

    Address
    Mafatlal Centre, 9th Floor, Nariman Point Mumbai 400021
    Phone
    022 6657 8282
    Launch Date
    29 Jun 1995
    Tata Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
    Invest Now
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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