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  • 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

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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 (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
Fund Managers

Murthy Nagarajan

Fund Manager

Abhishek Sonthalia

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Tata Medium Term Fund Segregated Portfolio 1 (Growth)70%NaN NaN%
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 2022-02-09

Top Stock Holdings

piramal capital & housing finance limited

97.3%
97.3%

cash / net current asset

2.7%
2.7%
See all holdings

Comparison with Other Funds

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

₹ 1 cr

₹ 136 cr

₹ 14 cr

₹ 3,196 cr

₹ 6 cr

About the AMC

Tata Asset Management Limited

Tata Asset Management Limited manages assets worth 109,106 crores and was set up on 15 March 1994. It's current offering of mutual fund schemes includes 59 equity,92 debt and 17 hybrid funds.amc-img
022-66578282
service@tataamc.com
Fund NameScripbox Opinion
Till Date CAGR

16%

11.3%

29.2%

15.6%

26.4%

16.1%

37.3%

13.9%

29.1%

15.6%

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 5/31/2023 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)?

Tata Medium Term Fund Segregated Portfolio 1 (G) is a Other Other scheme predominantly investing across Other instruments 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.