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Tata Medium Term Fund Direct Growth

Debt
Medium Duration
Moderate Risk
2.13%
3Y annualised
+0.08% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 24 May 2022₹32.09
Min. SIP amount₹500
Rating2
Fund size₹82.55Cr

Returns and rankings

Category: Debt Medium Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns3.1%2.1%3.5%6.3%
Category average6.2%5.4%6.5%NA
Rank with in category81312NA
Understand terms

Holdings (20)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec17.7%
GOI
SovereignGOI Sec8.3%
Varanasi Sangam Expressway Pvt. Ltd.ConstructionNCD7.0%
TMF Holdings Ltd.
FinancialNCD5.9%
Green Infra Wind Energy Ltd.Capital GoodsDebenture5.5%
ONGC Petro Additions Ltd.EnergyNCD5.0%
SBI Cards & Payments Services Ltd.
FinancialBonds/Deb4.9%
NUVOCO Vistas Corp Ltd.
ConstructionDebenture4.9%
India Infradebt Ltd.ConstructionDebenture4.9%
Sepset Construction Ltd.ConstructionNCD4.6%
See All

Pros and cons

Category: Debt Medium Duration

Pros

Lower expense ratio: 0.51%

Cons

Lower AUM: 83Cr. Funds with lower AUM tend to have higher expense ratio
Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y
Low rating: 2

Expense ratio, exit load and tax

Expense ratio: 0.46%

Inclusive of GST

Exit load

For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Murthy 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

Fund house & investment objective

Fund house contact details

Address
9th Floor, Mafatlal Centre,Nariman Point, Mumbai 400021
Phone
1800-209-0101
Launch Date
30 Jun 1995
Website
NA
Amc Image
Tata Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

Compare funds

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FAQs

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 3.13% 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 0.46% as of 25 May 2022...

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 ₹82.55Cr as of 25 May 2022.

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 ₹32.09 as of 24 May 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).

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