Name: Tata Medium Term Fund Segregated Portfolio 1 Regular Growth
Brand: Tata Mutual Fund

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Tata Medium Term Fund Segregated Portfolio 1 Regular Growth
Debt
Medium Duration
Moderate Risk
-0.94%
1M return
+0.10% 1D
1M
6M
1Y
All
 NAV: 26 Nov 2021₹2.22
Min. SIP amountNA
RatingNA
Fund size₹2.09Cr
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
Absolute returns
3M6M1YAll
Fund returns182.6%182.6%182.6%-77.8%
Category averageNANA6.2%NA
Rank with in categoryNANANANA
Understand terms
Holdings (1)NameSectorInstrumentAssets
Piramal Capital & Housing Finance Ltd.
FinancialDebenture99.3%
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: NAInclusive of GST
Exit loadNil
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 terms
Minimum investment amountsMin. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA
Fund managementMurthy Nagarajan
Jun 2019 - 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..
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Tata Retirement Savings Fund Moderate Plan Direct Growth
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Tata Gilt Securities Fund Direct IDCW Quarterly
Tata Equity Savings Fund Direct IDCW Monthly
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Tata Dividend Yield Fund Direct Growth
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Fund house & investment objective
Tata Mutual Fund
Rank (total assets)#14 in India
Total AUM₹61,612.23Cr
Date of Incorporation30 Jun 1995
Tata Medium Term Fund Segregated Portfolio 1 Regular Growth is a Debt Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made availabl
Tata Medium Term Fund Segregated Portfolio 1 Regular 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 Segregated Portfolio 1 Regular Growth fund. The fund currently has an Asset Under Management(AUM) of ₹61,612 Cr and the Latest NAV as of 26 Nov 2021 is ₹2.22.
The Tata Medium Term Fund Segregated Portfolio 1 Regular Growth is rated Moderate risk. ...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 Index
Scheme Information Document(SID)
Fund house contact details
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
NA
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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	3M	6M	1Y	All
Fund returns	182.6%	182.6%	182.6%	-77.8%
Category average	NA	NA	6.2%	NA
Rank with in category	NA	NA	NA	NA

Rating	NA
Fund size	₹2.09Cr

Rank (total assets)	#14 in India
Total AUM	₹61,612.23Cr