- Mutual Funds
- TATA Mutual Fund
- Tata Medium Term Fund Segregated Portfolio 1 (Growth)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 2.2556
NAV (Feb 9)
Fund Returns
Last 1Y | 187.2% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 22.6% |
6 Month CAGR | 187.2% |
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 | 0 |
Launched (4y ago) | Jun 17, 2019 |
AUM in Crores | 2.147 |
ISIN | INF277K017V3 |
Lock-in | No Lock-in |
Benchmark | CRISIL Medium Duration Fund TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Returns Calculator Comparison
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for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Tata Medium Term Fund Segregated Portfolio 1 (Growth) | NaN | NaN | % | |
| 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 Stock Holdings
piramal capital & housing finance limited
97.3%cash / net current asset
2.7%Comparison with Other Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 1 cr | ||
₹ 153 cr | ||
₹ 16 cr | ||
₹ 6 cr | ||
₹ 13 cr |
About the AMC
Tata Asset Management Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
12.7% | 12.1% | ||
22.1% | 17% | ||
19.7% | 16.3% | ||
34.2% | 14.9% | ||
22.1% | 17% |
Tata Medium Term Fund Segregated Portfolio 1 (G) Review
Tata Medium Term Fund Segregated Portfolio 1 (G) is a Other Other fund and has delivered an annualised return of 22.6% over a period of 4 years. The fund is managed by Tata Asset Management Limited. The fund managers are Abhishek Sonthalia, Murthy Nagarajan.
Nav of Tata Medium Term Fund Segregated Portfolio 1 (G) as of 2/9/2022 is ₹2.26 with the total AUM as of 12/6/2023 is ₹2.147. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Medium Term Fund Segregated Portfolio 1 (G) was launched on Jun 17, 2019. The category risk of the fund is Moderate Risk.
The minimum SIP amount for Tata Medium Term Fund Segregated Portfolio 1 (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.
Frequently Asked Questions
What is Tata Medium Term Fund Segregated Portfolio 1 (G)?
How to invest in Tata Medium Term Fund Segregated Portfolio 1 (G)?
You can invest in Tata Medium Term Fund Segregated Portfolio 1 (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 Segregated Portfolio 1 (G)?
The minimum sip amount for Tata Medium Term Fund Segregated Portfolio 1 (G) is ₹0. You can invest in multiples of ₹5000.
Is Tata Medium Term Fund Segregated Portfolio 1 (G) good to invest in?
As per Scripbox experts, Tata Medium Term Fund Segregated Portfolio 1 (G) is a Not Reviewed Yet fund. You can investTata Medium Term Fund Segregated Portfolio 1 (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 Segregated Portfolio 1 (G)?
The expense ratio of the Tata Medium Term Fund Segregated Portfolio 1 (G) is % for regular plan.