Tata Medium Term Fund Regular Dividend Quarterly is a Debt Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was introduced to investors on 11 Nov 2002. Murthy Nagarajan is the Current Fund Manager of Tata Medium Term Fund Regular Dividend Quarterly.The fund currently has an Asset Under Management(AUM) of ₹40 Cr and the Latest NAV as of 16 Oct 2019 is ₹11.34.
The Tata Medium Term Fund Regular Dividend Quarterly is rated Moderate risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days..
Investment Objective
The scheme aims to generate optimum returns commensurate with capital preservation and liquidity through investments in high quality debt securities issued by Government of India / PSUs and corporate sector
Tax Implications
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.
Scheme Information Document(SID)
₹5000
Min for First Investment
₹1000
Min for Second Investment
For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days.
Exit Load