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  • Tata Money Market Fund (G)
TATA Mutual Fund

Tata Money Market Fund (G)

DebtMoney Market
Top Ranked

4463.4446

NAV (Oct 03)

6.31%
3 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within money market mutual funds.Money Market Funds invest in money market instruments with maturity upto 1 year.

This category accounts for close to 5% of the total Debt fund assets.

Funds in this category have a credit quality and return similar to Liquid Funds however they tend to have higher variations when interest rates change.We do not recommend funds in this category since we believe that the potential incremental return is not justified by the higher interest rate risk.

Our analysis of this fundLearn how we rate funds ->

Satisfactory

The performance of the fund on a Consistency of Credit Quality metric has been Satisfactory

Fund Size

Satisfactory

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

Scripbox Recommended Money Market Funds
Want the most stable money market funds for your portfolio?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

4463.4446

NAV (Oct 3)

Fund Returns

Last 1Y
7.6%
Last 3Y
6.3%
Last 5Y
6%
Last 10Y
6.1%
Since Inception
6.7%
6 Month CAGR
3.7%

Scheme Information

Investment Objective

The scheme seeks to generate returns with reasonable liquidity to the unit holders by investing in money market instruments.

Expense Ratio
0.4
Launched (0y ago)
0.4
AUM in Crores
27628.3
ISIN
INF277K01LQ7
Lock-in
-
Benchmark
CRISIL Money Market A-I Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
0.6
Beta
1.2
Sharpe Ratio
0.7
YTM
-
Fund Managers

Amit Somani

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Tata Money Market Fund (G)70%8,45,825 1,13,2136%
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 2024-05-13

Top Debt Holdings

Others

4.8%
4.77%

Small Industries Devp. Bank of India Ltd.

3.9%
3.93%

Punjab National Bank

3.9%
3.9%

Reserve Bank of India

3.8%
3.78%

Punjab National Bank

3.1%
3.05%
See all holdings

Comparison with Debt Funds

Fund NameFund Size
edelweiss
BHARAT Bond ETF FOF - April 2032 (G)

₹ 4,457 cr

₹ 9,577 cr

₹ 15,209 cr

₹ 8,093 cr

₹ 4,566 cr

amc-img

About the AMC

Tata Mutual Fund

Tata Asset Management manages Tata mutual fund. Tata Asset Management was established in 1994 and part of one of the leading and respectable Indian industrial groups, the Tata group. Tata AMC has a track record of managing investments for more than 25 years. amc-img
phone-img1800-209-0101
email-imgservice@tataamc.com
Fund NameScripbox Opinion
Till Date CAGR

17.632%

19.347%

16.122%

16.832%

31.471%

16.406%

6.31%

6.718%

12.484%

13.566%

Tata Money Market Fund (G) Review

Tata Money Market Fund (G) is a Debt Debt fund and has delivered an annualised return of 6.718% over a period of 21 years. The fund is managed by Tata Mutual Fund. The fund manager’s name is Amit Somani.

Nav of Tata Money Market Fund (G) as of 10/3/2024 is ₹4463.44 with the total AUM as of 10/4/2024 is ₹27628.331626. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Money Market Fund (G) was launched on 2003-05-22. The category risk of the fund is null.

The minimum SIP amount for Tata Money Market 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 Money Market 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 Money Market A-I Index.

Tata Money Market Fund (G) is rated as a 4 fund in Debt and delivered 7.642% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Tata Money Market Fund (G).

Frequently Asked Questions

What is Tata Money Market Fund (G)?

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

How to invest in Tata Money Market Fund (G)?

You can invest in Tata Money Market 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 Money Market Fund (G)?

The minimum sip amount for Tata Money Market Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Tata Money Market Fund (G) good to invest in?

As per Scripbox experts, Tata Money Market Fund (G) is a 4 fund. You can investTata Money Market 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 Money Market Fund (G)?

The expense ratio of the Tata Money Market Fund (G) is 0.4% for regular plan.