- Mutual Funds
- TATA Mutual Fund
- Tata Medium Term Fund Bonus (RIDCW-Q)
Formerly Tata Med Term Reg DR
Tata Medium Term Fund Bonus (RIDCW-Q)
₹ 13.5481
NAV (Sep 23)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 13.5481
NAV (Sep 23)
Fund Returns
Last 1Y | 1.6% |
Last 3Y | 6.3% |
Last 5Y | 1.1% |
Last 10Y | 4.2% |
Since Inception | 4.7% |
6 Month CAGR | 0.3% |
Scheme Information
The investment objective of the scheme is to generate income and capital appreciation over a medium term. However,there can be no assurance that the investment objective of the scheme will be realized.
Expense Ratio | 1.39 |
Launched (21y ago) | Nov 11, 2002 |
AUM in Crores | 75.617 |
ISIN | INF277K01709 |
Lock-in | No Lock-in |
Benchmark | CRISIL Medium Duration Fund TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 2.3 |
Standard Deviation (5yr) | 7.7 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | -0.464 |
YTM | 7.49 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Tata Medium Term Fund Bonus (RIDCW-Q) | 7,51,897 | 19,285 | 1.1% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Debt Holdings
Comparison with Debt Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 44,468 cr | ||
₹ 18,357 cr | ||
₹ 10,408 cr | ||
₹ 14,357 cr | ||
₹ 15,536 cr |
About the AMC
Tata Asset Management Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
14.2% | 11.8% | ||
25.9% | 16.5% | ||
22.8% | 16.2% | ||
39.3% | 14.6% | ||
39.3% | 14.6% |
Tata Medium Term Fund Bonus (RIDCW-Q) Review
Tata Medium Term Fund Bonus (RIDCW-Q) is a Medium Duration Debt fund and has delivered an annualised return of 4.7% over a period of 20 years. The fund was previously known as Tata Med Term Reg DR. The fund is managed by Tata Asset Management Limited. The fund manager’s name is null.
Nav of Tata Medium Term Fund Bonus (RIDCW-Q) as of 9/23/2022 is ₹13.55 with the total AUM as of 10/4/2023 is ₹75.617. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Medium Term Fund Bonus (RIDCW-Q) was launched on Nov 11, 2002. The category risk of the fund is Moderate Risk.
The minimum SIP amount for Tata Medium Term Fund Bonus (RIDCW-Q) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Tata Medium Term Fund Bonus (RIDCW-Q) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to CRISIL Medium Duration Fund TR INR.
Tata Medium Term Fund Bonus (RIDCW-Q) is rated as a 0 fund in Debt and delivered 1.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Tata Medium Term Fund Bonus (RIDCW-Q).
Frequently Asked Questions
What is Tata Medium Term Fund Bonus (RIDCW-Q)?
How to invest in Tata Medium Term Fund Bonus (RIDCW-Q)?
You can invest in Tata Medium Term Fund Bonus (RIDCW-Q) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Tata Medium Term Fund Bonus (RIDCW-Q)?
The minimum sip amount for Tata Medium Term Fund Bonus (RIDCW-Q) is ₹0. You can invest in multiples of ₹5000.
Is Tata Medium Term Fund Bonus (RIDCW-Q) good to invest in?
As per Scripbox experts, Tata Medium Term Fund Bonus (RIDCW-Q) is a Not Reviewed Yet fund. You can investTata Medium Term Fund Bonus (RIDCW-Q) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Tata Medium Term Fund Bonus (RIDCW-Q)?
The expense ratio of the Tata Medium Term Fund Bonus (RIDCW-Q) is 1.39% for regular plan.