How to Invest in Tata Medium Term Fund Direct Growth?

You can easily invest in Tata Medium Term Fund Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Tata Medium Term Fund Direct Growth from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Tata Medium Term Fund Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Tata Medium Term Fund Direct Growth provide?

The Tata Medium Term Fund Direct Growth has been there from 01 Jan 2013 and the average annual returns provided by this fund is 2.59% since its inception.

How much expense ratio is charged by Tata Medium Term Fund Direct Growth?

The term Expense Ratio used for Tata Medium Term Fund Direct Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Tata Medium Term Fund Direct Growth is 0.45% as of 14 Dec 2024...

What is the AUM of Tata Medium Term Fund Direct Growth?

The AUM, short for Assets Under Management of Tata Medium Term Fund Direct Growth is ₹76.11Cr as of 14 Dec 2024.

How to Redeem Tata Medium Term Fund Direct Growth?

If you want to sell your Tata Medium Term Fund Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Tata Medium Term Fund Direct Growth?

You can select either SIP or Lumpsum investment of Tata Medium Term Fund Direct Growth based on your investment objective and risk tolerance.

What is the NAV of Tata Medium Term Fund Direct Growth?

The NAV of Tata Medium Term Fund Direct Growth is ₹32.76 as of 23 Sep 2022.

What is the PE and PB ratio of Tata Medium Term Fund Direct Growth?

The PE ratio ratio of Tata Medium Term Fund Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Tata Medium Term Fund Direct Growth - NAV, Mutual Fund Performance & Portfolio

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Tata Medium Term Fund Direct Growth
Debt
Medium Duration
Moderate Risk
7.44%
3Y annualised
-0.14% 1D
1M
6M
1Y
3Y
5Y
All
  NAV: 23 Sep 2022₹32.76
Min. SIP amountNot Supported
Rating4
Fund size₹76.11Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Debt Medium Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns2.6%7.4%3.3%6.3%
Category average8.6%6.2%6.2%NA
Rank with in category7412NA
Understand terms
Peer ComparisonDebt, Medium Duration fundsRating1Y3YFund Size(Cr)
Aditya Birla Sun Life Medium Term Plan Direct Growth
5
11.8%14.5%1,920.74
Axis Strategic Bond Fund Direct  Growth
4
9.8%7.2%1,945.49
ICICI Prudential Medium Term Bond Fund Direct Plan Growth
4
9.1%7.0%5,983.44
SBI Magnum Medium Duration Fund Direct  Growth
4
9.1%6.7%6,799.91
HSBC Medium Duration Fund Direct Growth
4
9.3%6.6%834.00
Holdings (20)NameSectorInstrumentAssets
GOI
SovereignGOI Sec12.63%
Varanasi Sangam Expressway Pvt. Ltd.
ConstructionNCD7.55%
TMF Holdings Ltd.
FinancialNCD6.39%
GOI
SovereignGOI Sec6.28%
Green Infra Wind Energy Ltd.
Capital GoodsDebenture5.76%
ONGC Petro Additions Ltd.
EnergyNCD5.30%
SBI Cards & Payments Services Ltd.
FinancialBonds/Deb5.29%
India Infradebt Ltd.
ConstructionDebenture5.26%
NUVOCO Vistas Corp Ltd.
ConstructionDebenture5.25%
Sepset Construction Ltd.
ConstructionNCD4.86%
Indian Railway Finance Corporation Ltd.
FinancialDebenture4.83%
Tata Steel Ltd.
Metals & MiningDebenture4.61%
Sikka Ports and Terminals Ltd.
EnergyZCB3.95%
Samvardhana Motherson International Ltd.
AutomobileNCD3.91%
Mindspace Business Parks REIT
ConstructionDebenture3.85%
Malwa Solar Power Generation Pvt. Ltd.
EnergyNCD3.64%
GOI
SovereignGOI Sec2.54%
LIC Housing Finance Ltd.
FinancialDebenture1.59%
Sikka Ports and Terminals Ltd.
EnergyDebenture1.28%
Indian Railway Finance Corporation Ltd.
FinancialNCD1.28%
See All
DisclaimerThis content is derived from publicly available information, internal sources, and other third-party sources believed to be reliable. We, at Groww Invest Tech Pvt. Ltd. (Formerly known as Nextbillion Technology Pvt. Ltd) (Groww), do not guarantee the accuracy of such information, or assure its completeness, or warrant that such information will not be changed.
All comparisons are done with the category average metrics for this category.
Pros and cons
Category: Debt Medium Duration
Pros
Lower expense ratio: 0.45%
3Y annualised returns higher than category average by 1.67%
Higher alpha: 3.2 
The fund has generated returns higher than benchmark - CRISIL Medium Duration Debt B-III Index - in the last 3Y 
Cons
1Y and 5Y annualised returns lower than category average
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting  your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
31 Aug 2022 - Present
0.45%
31 Aug 2022 - 31 Aug 2022
0.45%
31 Aug 2022 - 31 Aug 2022
0.45%
31 Jul 2022 - 31 Aug 2022
0.45%
31 Jul 2022 - 31 Jul 2022
0.45%
31 Jul 2022 - 31 Jul 2022
0.45%
30 Jun 2022 - 31 Jul 2022
0.45%
30 Jun 2022 - 30 Jun 2022
0.45%
30 Jun 2022 - 30 Jun 2022
0.45%
31 May 2022 - 30 Jun 2022
0.46%
31 May 2022 - 31 May 2022
0.46%
31 May 2022 - 31 May 2022
0.46%
30 Apr 2022 - 31 May 2022
0.46%
30 Apr 2022 - 30 Apr 2022
0.46%
30 Apr 2022 - 30 Apr 2022
0.46%
31 Mar 2022 - 30 Apr 2022
0.51%
31 Mar 2022 - 31 Mar 2022
0.51%
31 Mar 2022 - 31 Mar 2022
0.51%
28 Feb 2022 - 31 Mar 2022
0.51%
28 Feb 2022 - 28 Feb 2022
0.51%
28 Feb 2022 - 28 Feb 2022
0.51%
31 Jan 2022 - 28 Feb 2022
0.51%
31 Jan 2022 - 31 Jan 2022
0.51%
31 Dec 2021 - 31 Jan 2022
0.51%
31 Dec 2021 - 31 Dec 2021
0.51%
30 Nov 2021 - 31 Dec 2021
0.50%
31 Oct 2021 - 30 Nov 2021
0.50%
30 Sep 2021 - 31 Oct 2021
0.50%
31 Aug 2021 - 30 Sep 2021
0.50%
31 Jul 2021 - 31 Aug 2021
0.50%
30 Jun 2021 - 31 Jul 2021
0.55%
31 May 2021 - 30 Jun 2021
0.55%
30 Apr 2021 - 31 May 2021
0.50%
31 Mar 2021 - 30 Apr 2021
0.38%
28 Feb 2021 - 31 Mar 2021
0.40%
31 Jan 2021 - 28 Feb 2021
0.40%
31 Dec 2020 - 31 Jan 2021
0.40%
30 Nov 2020 - 31 Dec 2020
0.40%
31 Oct 2020 - 30 Nov 2020
0.40%
30 Sep 2020 - 31 Oct 2020
0.38%
31 Aug 2020 - 30 Sep 2020
0.39%
31 Jul 2020 - 31 Aug 2020
0.37%
30 Jun 2020 - 31 Jul 2020
0.37%
31 May 2020 - 30 Jun 2020
0.38%
30 Apr 2020 - 31 May 2020
0.38%
31 Mar 2020 - 30 Apr 2020
0.38%
29 Feb 2020 - 31 Mar 2020
0.38%
31 Jan 2020 - 29 Feb 2020
0.38%
31 Dec 2019 - 31 Jan 2020
0.38%
30 Nov 2019 - 31 Dec 2019
0.38%
31 Oct 2019 - 30 Nov 2019
0.38%
30 Sep 2019 - 31 Oct 2019
0.45%
31 Aug 2019 - 30 Sep 2019
0.45%
31 Jul 2019 - 31 Aug 2019
0.45%
30 Jun 2019 - 31 Jul 2019
0.45%
31 May 2019 - 30 Jun 2019
0.45%
30 Apr 2019 - 31 May 2019
0.46%
31 Mar 2019 - 30 Apr 2019
0.41%
28 Feb 2019 - 31 Mar 2019
0.41%
31 Jan 2019 - 28 Feb 2019
0.40%
31 Dec 2018 - 31 Jan 2019
0.40%
30 Nov 2018 - 31 Dec 2018
0.40%
31 Oct 2018 - 30 Nov 2018
0.35%
30 Sep 2018 - 31 Oct 2018
0.37%
31 Aug 2018 - 30 Sep 2018
0.37%
31 Jul 2018 - 31 Aug 2018
0.81%
30 Jun 2018 - 31 Jul 2018
0.95%
31 May 2018 - 30 Jun 2018
0.95%
30 Apr 2018 - 31 May 2018
0.95%
31 Mar 2018 - 30 Apr 2018
0.95%
31 Jan 2018 - 31 Mar 2018
0.92%
31 Dec 2017 - 31 Jan 2018
0.91%
30 Nov 2017 - 31 Dec 2017
0.91%
31 Oct 2017 - 30 Nov 2017
0.92%
Expense ratio, exit load and taxExpense ratio: 0.45%Inclusive of GST
Exit loadFor units more than 12% of the investments, an exit load of 1% if redeemed within 365 days.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed as per your Income Tax slab.
Understand terms
Check past data
Minimum investment amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Fund managementMurthy Nagarajan
Apr 2017 - Present
View details
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..
Also manages these schemes
Tata Hybrid Equity Fund Direct Plan Growth
Tata Medium Term Fund Direct Growth
Tata Retirement Savings Fund Progressive Plan Direct Growth
Tata Retirement Savings Fund Moderate Plan Direct Growth
Tata Retirement Savings Fund Conservative Plan Direct Growth
Tata Short Term Bond Direct Plan Growth
Tata Gilt Securities Fund Direct Growth
Tata Equity Savings Fund Direct Growth
Tata Multi Asset Opportunities Fund Direct   Growth
Tata Dividend Yield Fund Direct   Growth
Tata Business Cycle Fund Direct   Growth
Tata Housing Opportunities Fund Direct   Growth
Tata Multicap Fund Direct   Growth
Abhishek Sonthalia
Feb 2020 - Present
View details
Education
Mr. Sonthalia has done B. Com, Management Programme from NITIE and CFA Charter holder.
Experience
Prior to joining Tata Mutual Fund, he has worked with CRISIL Ltd. and TCS.
Also manages these schemes
Tata Medium Term Fund Direct Growth
Tata Liquid Fund Direct Growth
Tata Treasury Advantage Direct Plan Growth
Tata Short Term Bond Direct Plan Growth
Tata Ultra Short Term Fund Direct   Growth
Tata Corporate Bond Fund Direct   Growth
Fund house & investment objective
Tata Mutual Fund
Rank (total assets)#14 in India
Total AUM₹1,60,868.40Cr
Date of Incorporation30 Jun 1995
    Tata Medium Term Fund Direct Growth is a Debt Mutual Fund Scheme launched by Tata Mutual Fund.     This scheme was made available to investors on 30 Jun 1995.     Murthy Nagarajan is the Current Fund Manager of Tata Medium Term Fund Direct Growth fund.     The fund currently has an Asset Under Management(AUM) of ₹1,60,868 Cr and     the Latest NAV as of 23 Sep 2022 is ₹32.76.  

    The Tata Medium Term Fund Direct Growth is rated Moderate risk.     Minimum SIP Investment is set to ₹500.          For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days.
  ;
Investment ObjectiveThe scheme seeks to generate income and capital appreciation over a medium term. 
 
;
Fund benchmarkCRISIL Medium Duration Debt B-III Index
Scheme Information Document(SID)
Fund house contact details
Address
9th Floor, Mafatlal Centre,Nariman Point, Mumbai 400021
Phone
1800-209-0101
Launch Date
30 Jun 1995
E-mail
[email protected]
Website
www.tatamutualfund.com
Tata Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]
Website
www.camsonline.com
Compare funds
Tata Medium Term Fund Direct Growth
VS
Add mutual fund to compare

	1Y	3Y	5Y	All
Fund returns	2.6%	7.4%	3.3%	6.3%
Category average	8.6%	6.2%	6.2%	NA
Rank with in category	7	4	12	NA

Debt, Medium Duration funds	Rating	1Y	3Y	Fund Size(Cr)
Aditya Birla Sun Life Medium Term Plan Direct Growth	5	11.8%	14.5%	1,920.74
Axis Strategic Bond Fund Direct Growth	4	9.8%	7.2%	1,945.49
ICICI Prudential Medium Term Bond Fund Direct Plan Growth	4	9.1%	7.0%	5,983.44
SBI Magnum Medium Duration Fund Direct Growth	4	9.1%	6.7%	6,799.91
HSBC Medium Duration Fund Direct Growth	4	9.3%	6.6%	834.00

Name	Sector	Instrument	Assets
GOI	Sovereign	GOI Sec	12.63%
Varanasi Sangam Expressway Pvt. Ltd.	Construction	NCD	7.55%
TMF Holdings Ltd.	Financial	NCD	6.39%
GOI	Sovereign	GOI Sec	6.28%
Green Infra Wind Energy Ltd.	Capital Goods	Debenture	5.76%
ONGC Petro Additions Ltd.	Energy	NCD	5.30%
SBI Cards & Payments Services Ltd.	Financial	Bonds/Deb	5.29%
India Infradebt Ltd.	Construction	Debenture	5.26%
NUVOCO Vistas Corp Ltd.	Construction	Debenture	5.25%
Sepset Construction Ltd.	Construction	NCD	4.86%
Indian Railway Finance Corporation Ltd.	Financial	Debenture	4.83%
Tata Steel Ltd.	Metals & Mining	Debenture	4.61%
Sikka Ports and Terminals Ltd.	Energy	ZCB	3.95%
Samvardhana Motherson International Ltd.	Automobile	NCD	3.91%
Mindspace Business Parks REIT	Construction	Debenture	3.85%
Malwa Solar Power Generation Pvt. Ltd.	Energy	NCD	3.64%
GOI	Sovereign	GOI Sec	2.54%
LIC Housing Finance Ltd.	Financial	Debenture	1.59%
Sikka Ports and Terminals Ltd.	Energy	Debenture	1.28%
Indian Railway Finance Corporation Ltd.	Financial	NCD	1.28%

Rank (total assets)	#14 in India
Total AUM	₹1,60,868.40Cr

Date of Incorporation	30 Jun 1995

Fund benchmark	CRISIL Medium Duration Debt B-III Index

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Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

Tata Medium Term Fund Direct Growth

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Peer Comparison

Holdings (20)

Disclaimer

Pros and cons

Pros

Cons

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 0.45%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Murthy NagarajanApr 2017 - PresentView details

Abhishek SonthaliaFeb 2020 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Murthy Nagarajan
Apr 2017 - Present
View details

Abhishek Sonthalia
Feb 2020 - Present
View details