Tata Money Market Fund Regular Growth+0.02%

4
7.29%
1 Year Return
Debt
Money Market
4.0star
6M
1Y
3Y
5Y
All

Fund Details

Tata Money Market Fund Regular Growth

RiskModerately Low
Min SIP Amount₹500
Expense Ratio0.43%
NAV3542.88 (04 Aug 2020)
Fund Started22 May 2003
Fund Size424 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Tata Money Market Fund Regular Growth
7.3%
5.0%
6.0%
7.0%
Category Average
7.3%
7.1%
7.4%
-
Rank within category
6
13
13
-
*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
    0
    with 7.3% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Exit load is zero
    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. 3Y Returns are lower than the benchmark
    5. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    GOISovereignGOI Sec18.0%
    Reliance Jio Infocomm Ltd.CommunicationCP8.1%
    Housing Development Finance Corpn. Ltd.FinancialCP8.0%
    Export-Import Bank Of IndiaFinancialCP5.8%
    ICICI Bank Ltd.FinancialCD5.8%
    National Bank For Agriculture & Rural DevelopmentFinancialCD5.8%
    Reliance Industries Ltd.EnergyCP5.8%
    Bank Of BarodaFinancialCD5.8%
    Hero FinCorp Ltd.FinancialCP5.7%
    Standard Chartered Investment & Loan India Ltd.FinancialCP5.7%
    See All

    Tata Money Market Fund Regular Growth Details

    Tata Money Market Fund Regular Growth is a Debt Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 22 May 2003. Amit Somani is the Current Fund Manager of Tata Money Market Fund Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹424 Cr and the Latest NAV as of 04 Aug 2020 is ₹3542.88.

    The Tata Money Market Fund Regular Growth is rated Moderately Low risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000.

    Investment Objective

    Targeted at providing high liquidity and reasonable returns with capital preservation by primarily investing in money market instruments issued by high rated corporate sectors.

    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
    Nil
    Exit Load

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    About Tata Mutual Fund

    Address
    Mafatlal Centre, 9th Floor, Nariman Point Mumbai 400021
    Phone
    022 6657 8282
    Launch Date
    30 Jun 1995
    Website
    NA
    Tata Mutual Fund
    Asset Management Company
    Custodian
    HDFC Bank
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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