• Mutual Funds
  • TATA Mutual Fund
  • Tata Medium Term Fund (Growth)

Formerly Tata Income Plus Retl A Gr

TATA Mutual Fund

Tata Medium Term Fund (Growth)

DebtMedium Term

29.7707

NAV (Aug 12)

6.5%
3 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in medium term mutual funds.

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.

Our analysis of this fundLearn how we rate funds ->

Fund Size

₹ 77 Cr

The performance of the fund on a Fund Size metric has been Poor

Rolling Returns

Poor

The performance of the fund on a Rolling Returns metric has been Poor

View all 8 analysis

View Less

Scripbox Recommended Debt Funds

Want the floating rate funds that are right for your short term investment needs?

Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

29.7707

NAV (Aug 12)

Fund Returns

Last 1Y

2.9%

Last 3Y

6.5%

Last 5Y

2.4%

Last 10Y

5.7%

Since Inception

5.7%

6 Month CAGR

0.5%

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 (20y ago)

Nov 11, 2002

AUM in Crores

76.688

ISIN

INF277K01717

Lock-in

No Lock-in

Benchmark

CRISIL Medium Duration Fund TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Murthy Nagarajan

Fund Manager

Abhishek Sonthalia

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-08-12

Top Debt Holdings

5.63% govt stock 2026

12.5%
12.5%

varanasi sangam expressway private limited

7.5%
7.5%

tmf holdings limited

6.4%
6.4%

6.54% govt stock 2032

6.2%
6.2%

green infra wind energy limited

5.7%
5.7%
See all holdings

Comparison with Debt Funds

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

₹ 38,404 cr

₹ 14,762 cr

₹ 21,845 cr

₹ 13,395 cr

₹ 38,404 cr

About the AMC

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.

amc-img

  • 022-66578282
  • service@tataamc.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    30.3%

    19.5%

    30.3%

    19.5%

    30.3%

    19.5%

    20%

    12.8%

    31.1%

    22.8%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Tata Medium Term Fund (G) Review

    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).

    Frequently Asked Questions

    What is Tata Medium Term Fund (G)?

    Tata Medium Term Fund (G) is a Medium Term Debt scheme predominantly investing across Debt stocks 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 ₹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.