However, Scripbox does not recommend investing in medium term mutual funds.
Medium Duration Funds invest in debt and money market instruments such that the duration of the portfolio is between 3 to 4 years.This exposes them to higher variation when interest rates change.
This is a small category (less than 2% of the total debt fund assets).We assess the credit quality of funds in this category as relatively poor.We do not recommend funds in this category because of the higher credit risk and higher interest rate risk.
₹ 77 Cr
The performance of the fund on a Fund Size metric has been Poor
The performance of the fund on a Rolling Returns metric has been Poor
View all 8 analysis
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NAV (Aug 12)
6 Month CAGR
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.
Launched (20y ago)
Nov 11, 2002
AUM in Crores
CRISIL Medium Duration Fund TR INR
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
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.
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green infra wind energy limited5.7%
|Fund Name||Fund Size||Rolling Returns|
₹ 38,404 cr
₹ 14,762 cr
₹ 21,845 cr
₹ 13,395 cr
₹ 38,404 cr
Tata Asset Management Limited
Tata Asset Management Limited manages assets worth 93,501 crores and was set up on 15 March 1994. It's current offering of mutual fund schemes includes 59 equity,80 debt and 21 hybrid funds.
|Fund Name||Scripbox Opinion||Till Date CAGR|
Tata Medium Term Fund (G) is a Medium Term Debt fund and has delivered an annualised return of 5.7% over a period of 19 years. The fund was previously known as Tata Income Plus Retl A Gr. The fund is managed by Tata Asset Management Limited. The fund managers are Abhishek Sonthalia, Murthy Nagarajan.
Nav of Tata Medium Term Fund (G) as of 8/12/2022 is ₹29.77 with the total AUM as of 8/17/2022 is ₹76.688. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Medium Term Fund (G) was launched on Nov 11, 2002. The category risk of the fund is Moderate Risk.
The minimum SIP amount for Tata Medium Term Fund (G) is ₹1000 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 (G) 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 (G) is rated as a 1 fund in Debt and delivered 2.9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Tata Medium Term Fund (G).
What is Tata Medium Term Fund (G)?
How to invest in Tata Medium Term Fund (G)?
You can invest in Tata Medium Term Fund (G) 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 (G)?
The minimum sip amount for Tata Medium Term Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Tata Medium Term Fund (G) good to invest in?
As per Scripbox experts, Tata Medium Term Fund (G) is a Not Recommended fund. You can investTata Medium Term Fund (G) 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 (G)?
The expense ratio of the Tata Medium Term Fund (G) is 1.39% for regular plan.