Formerly Tata Ultra Short Term Reg Gr
Low duration funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.
The performance of the fund on a Fund Size metric has been Satisfactory
The performance of the fund on a Rolling Returns metric has been Poor
Investment Duration5 years
Total Corpus Created (₹)With CAGR of 11.25 % in 5 years
NAV (Mar 21)
6 Month CAGR
The investment objective of the scheme is to generate regular income & capital appreciation by investing in a portfolio of debt & money market instruments with relatively lower interest rate risk. However,there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.
Launched (18y ago)
Sep 06, 2005
AUM in Crores
Crisil Low Duration Debt Index TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|Tata Treasury Advantage Fund (Growth)||823,934||91,322||4.9%|
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.
6.69 6/27/2024 12:00:00 am3.9%
axis bank limited3.9%
hdfc bank limited3.9%
rural electrification corporation limited2.9%
|Fund Name||Fund Size||Rolling Returns|
₹ 47,245 cr
₹ 13,831 cr
₹ 20,146 cr
₹ 12,884 cr
₹ 47,245 cr
Tata Asset Management Limited
Tata Asset Management Limited manages assets worth 102,848 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.
|Fund Name||Scripbox Opinion||Till Date CAGR|
Tata Treasury Advantage Fund (G) is a Low Duration Debt fund and has delivered an annualised return of 7.1% over a period of 17 years. The fund was previously known as Tata Ultra Short Term Reg Gr. The fund is managed by Tata Asset Management Limited. The fund managers are Abhishek Sonthalia, Akhil Mittal.
Nav of Tata Treasury Advantage Fund (G) as of 3/21/2023 is ₹3338.25 with the total AUM as of 3/22/2023 is ₹2555.047. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Treasury Advantage Fund (G) was launched on Sep 06, 2005. The category risk of the fund is Low to Moderate Risk.
The minimum SIP amount for Tata Treasury Advantage 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 Treasury Advantage 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 Low Duration Debt Index TR INR.
Tata Treasury Advantage Fund (G) is rated as a 3 fund in Debt and delivered 4.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Tata Treasury Advantage Fund (G).
What is Tata Treasury Advantage Fund (G)?
How to invest in Tata Treasury Advantage Fund (G)?
You can invest in Tata Treasury Advantage 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 Treasury Advantage Fund (G)?
The minimum sip amount for Tata Treasury Advantage Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Tata Treasury Advantage Fund (G) good to invest in?
As per Scripbox experts, Tata Treasury Advantage Fund (G) is a Neutral fund. You can investTata Treasury Advantage 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 Treasury Advantage Fund (G)?
The expense ratio of the Tata Treasury Advantage Fund (G) is 0.59% for regular plan.