Tata Medium Term Fund Segregated Portfolio 1 Growth

Debt
Medium Duration
Moderate Risk
NAV: 09 Feb 2022
₹2.26
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹2.15Cr

Returns calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (1)

NameSectorInstrumentAssets
FinancialDebenture97.31%

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Debt Medium Duration
Absolute returns
1M3M6MAll
Fund returnsNANANANA
Category averageNANANANA
Rank with in categoryNANANANA
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Peer Comparison

Debt, Medium Duration fundsRating1Y3YFund Size(Cr)
4
9.6%8.2%134.04
4
8.1%8.0%1,941.11
5
8.7%7.9%5,796.20
4
7.7%7.6%787.59
4
7.6%7.4%319.74

Expense ratio, exit load and tax

Expense ratio: NA

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab.

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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
Tata Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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