• Mutual Funds
  • TATA Mutual Fund
  • Tata Medium Term Fund Segregated Portfolio 1 (Growth)
TATA Mutual Fund

Tata Medium Term Fund Segregated Portfolio 1 (Growth)

OtherOther

2.2556

NAV (Feb 09)

22.6%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

Invest in this fund

Scripbox Recommended Equity Funds

Want the equity funds that are right for your long term equity 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

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

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

0

Launched (3y 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

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 2022-02-09

Top Stock Holdings

piramal capital & housing finance limited

97.3%
97.3%

cash / net current asset

2.7%
2.7%
See all holdings

Compare Tata Medium Term Fund Segregated Portfolio 1 (Growth)

Fund NameFund Size
Principal Retirement Sav Conservative fund (G)
Principal Retirement Sav Conservative fund (G)

₹ 1 cr

₹ 148 cr

₹ 5 cr

₹ 14 cr

₹ 3,438 cr

About the AMC

Tata Asset Management Limited

Tata Asset Management Limited manages assets worth 99,745 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

    25.5%

    16.8%

    24.1%

    14%

    21.8%

    16.3%

    25.6%

    16.7%

    24.1%

    14%

    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 3 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 12/3/2022 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)?

    Tata Medium Term Fund Segregated Portfolio 1 (G) is a Other Other scheme predominantly investing across Other stocks with an investment objective to generate wealth over the long term.

    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.