Name: Tata Medium Term Fund Regular IDCW Quarterly
Brand: Tata Mutual Fund

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Tata Medium Term Fund Regular IDCW Quarterly
Debt
Medium Duration
Moderate Risk
5.70%
1Y return
+0.07% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 02 Aug 2021₹13.16
Min. SIP Amount₹500
Rating2star
Fund Size₹73.32 Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹0 (0.00%)
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 returns5.7%2.2%3.6%5.8%
Category average6.2%5.4%6.5%NA
Rank with in category91313NA
Understand termsinfo
Holdings (17)NameSectorInstrumentAssets
GOI
SovereignGOI Sec9.8%
GOI
SovereignGOI Sec9.7%
Embassy Office Parks REITConstructionDebenture6.8%
TMF Holdings Ltd.
FinancialNCD6.7%
Green Infra Wind Energy Ltd.
EngineeringDebenture6.7%
Power Finance Corporation Ltd.
FinancialNCD5.7%
SBI Cards & Payments Services Ltd.
FinancialBonds/Deb5.7%
GOI
SovereignCGL5.7%
ONGC Petro Additions Ltd.
EnergyNCD5.6%
India Infradebt Ltd.
ConstructionDebenture5.6%
See All
Pros and consCategory: Debt Medium Duration
ProsAge is more than 10 years
ConsAsset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
1Y Returns are lower than the category average returns
3Y Returns are lower than the category average returns
5Y Returns are lower than the category average returns
10Y Returns are lower than the category average returns
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. 
Expense ratio, exit load and taxExpense ratio: 1.44%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, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.
Understand termsinfo
Minimum investment amountsMin. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500
Fund managementMurthy Nagarajan
Apr 2017 - Present
View Details
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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
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Tata Short Term Bond Fund Regular IDCW Monthly
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Tata Medium Term Fund Regular IDCW Quarterly
Tata Equity Savings Fund Regular IDCW Monthly
Tata Medium Term Fund Regular Growth
Tata Equity Savings Fund Regular Growth
Tata Gilt Retirement Plan280225 IDCW
Tata Equity Savings Fund Regular IDCW
Tata Hybrid Equity Fund Regular IDCW Monthly
Tata Retirement Savings Fund Progressive Plan Regular Growth
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Tata Hybrid Equity Fund Direct Plan IDCW
Tata Medium Term Fund Direct IDCW Quarterly
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 Short Term Bond Direct Plan IDCW Monthly
Tata Gilt Securities Fund Direct Growth
Tata Gilt Securities Fund Direct IDCW Quarterly
Tata Equity Savings Fund Direct IDCW Monthly
Tata Equity Savings Fund Direct IDCW
Tata Equity Savings Fund Direct Growth
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Tata Short Term Bond Fund Regular IDCW
Tata Medium Term Fund Segregated Portfolio 1 Regular Growth
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Abhishek Sonthalia
Feb 2020 - Present
View Details
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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 Short Term Bond Fund Regular IDCW Monthly
Tata Short Term Bond Fund Regular Growth
Tata Medium Term Fund Regular IDCW Quarterly
Tata Medium Term Fund Regular Growth
Tata Liquid Fund Regular IDCW Daily
Tata Liquid Fund Regular Growth
Tata Treasury Advantage Fund Regular IDCW Weekly
Tata Treasury Advantage Fund Regular Growth
Tata Treasury Advantage Fund Regular IDCW Daily
Tata Treasury Advantage Fund Regular IDCW
Tata Medium Term Fund Direct IDCW Quarterly
Tata Medium Term Fund Direct Growth
Tata Liquid Fund Direct Growth
Tata Liquid Fund Direct IDCW Daily
Tata Treasury Advantage Direct Plan Growth
Tata Treasury Advantage Fund Direct IDCW Daily
Tata Treasury Advantage Fund Direct IDCW Weekly
Tata Short Term Bond Direct Plan Growth
Tata Short Term Bond Direct Plan IDCW Monthly
Tata Treasury Advantage Fund Direct IDCW
Tata Short Term Bond Direct Plan IDCW
Tata Short Term Bond Fund Regular IDCW
Fund house & investment objective
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Tata Mutual Fund
Rank (total assets)#14 in India
Total AUM61,612.23 Cr
Date of Incorporation30 Jun 1995
Tata Medium Term Fund Regular IDCW Quarterly is a Debt Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on
Tata Medium Term Fund Regular IDCW Quarterly 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 Regular IDCW Quarterly fund. The fund currently has an Asset Under Management(AUM) of ₹61,612 Cr and the Latest NAV as of 02 Aug 2021 is ₹13.16.
The Tata Medium Term Fund Regular IDCW Quarterly is rated Moderate risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days....Read more
Investment Objective
The scheme seeks to generate income and capital appreciation over a medium term.
The scheme seeks to generate income and capital appreciation over a medium term.
Fund benchmarkCRISIL Medium Term Debt
descriptionScheme Information Document(SID)
Fund house contact details
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Address
Mafatlal Centre, 9th Floor, Nariman Point Mumbai 400021
Phone
022 6657 8282
Launch Date
30 Jun 1995
E-mail
[email protected]
Website
NA
Tata Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]
Website
www.camsonline.com
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Tata Medium Term Fund Regular IDCW Quarterly
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	1Y	3Y	5Y	All
Fund returns	5.7%	2.2%	3.6%	5.8%
Category average	6.2%	5.4%	6.5%	NA
Rank with in category	9	13	13	NA

Name	Sector	Instrument	Assets
GOI	Sovereign	GOI Sec	9.8%
GOI	Sovereign	GOI Sec	9.7%
Embassy Office Parks REIT	Construction	Debenture	6.8%
TMF Holdings Ltd.	Financial	NCD	6.7%
Green Infra Wind Energy Ltd.	Engineering	Debenture	6.7%
Power Finance Corporation Ltd.	Financial	NCD	5.7%
SBI Cards & Payments Services Ltd.	Financial	Bonds/Deb	5.7%
GOI	Sovereign	CGL	5.7%
ONGC Petro Additions Ltd.	Energy	NCD	5.6%
India Infradebt Ltd.	Construction	Debenture	5.6%

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

Rating	2
Fund Size	₹73.32 Cr