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  • Tata Medium Term Fund (Growth)

Formerly Tata Income Plus Retl A Gr

TATA Mutual Fund

Tata Medium Term Fund (Growth)

DebtMedium Duration

29.7872

NAV (Sep 23)

6.4%
3 Year CAGR
Scripbox Opinion
Not Reviewed yet
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Fund Size

Rolling Returns

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Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

29.7872

NAV (Sep 23)

Fund Returns

Last 1Y
1.6%
Last 3Y
6.4%
Last 5Y
2.4%
Last 10Y
5.6%
Since Inception
5.6%
6 Month CAGR
0.4%

Scheme Information

Investment Objective

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 (22y ago)
Nov 11, 2002
AUM in Crores
75.617
ISIN
INF277K01717
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)
7.2
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
-0.323
YTM
7.49
Fund Managers

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Tata Medium Term Fund (Growth)70%7,75,569 42,9572.4%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2022-09-23

Top Debt Holdings

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Comparison with Debt Funds

Fund NameFund SizeRolling Returns
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 45,939 cr

₹ 16,101 cr

₹ 13,073 cr

₹ 12,851 cr

₹ 10,720 cr

About the AMC

Tata Asset Management Limited

Tata Asset Management Limited manages assets worth 147,708 crores and was set up on 15 March 1994. It's current offering of mutual fund schemes includes 71 equity,114 debt and 17 hybrid funds.amc-img
022-66578282
service@tataamc.com
Fund NameScripbox Opinion
Till Date CAGR

12.7%

12.9%

20.6%

17.9%

19.2%

16.5%

32.3%

15.6%

12.7%

12.9%

Tata Medium Term Fund (G) Review

Tata Medium Term Fund (G) is a Medium Duration Debt fund and has delivered an annualised return of 5.6% over a period of 21 years. The fund was previously known as Tata Income Plus Retl A Gr. The fund is managed by Tata Asset Management Limited. The fund manager’s name is null.

Nav of Tata Medium Term Fund (G) as of 9/23/2022 is ₹29.79 with the total AUM as of 3/2/2024 is ₹75.617. 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 ₹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 (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 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 (G).

Frequently Asked Questions

What is Tata Medium Term Fund (G)?

Tata Medium Term Fund (G) is a Medium Duration Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

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 ₹0. 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 Reviewed Yet 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.