Tata Medium Term Fund- Direct Plan


NAV : 30.1185
(+0.0377arrow_upward)
AUM : ₹89 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-0.06%1.13%3.0%6.8%5.62%7.29%8.37%



Fund Details

The aim of the Fund Manager is to identify and allocate the assets of the scheme between various fixed income securities with the objective of generate reasonable returns at moderate risk. The security will be identified based on various parameters such as issuer's credit rating history, financial track record of the issuer, corporate governance track record of the issuer, liquidity of the security, maturity of the security, interest rate scenario etc. Depending upon prevailing market conditions & interest rate scenario, the portfolio duration and average maturity can be increased or decreased within the range of three to seven years. In case of a rising interest rate environment the duration/average maturity of the fund may be reduced whereas in a falling interest rate scenario the holding in medium/long securities may be maximized.
NAV30.1185
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP₹1,000
Expense Ratio1.77%
Exit Load : 1% of NAV if redeemed on or before expiry of 365 days from the date of allotment.


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,01,491₹1,02,196- ₹705
After 1 year₹1,06,796₹1,07,687- ₹892
After 3 years₹1,23,514₹1,31,582- ₹8,067
After 20 years₹4,08,744₹6,23,214- ₹2,14,470

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


START SIP    



Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


INVEST NOW

Returns assumed : 7.29% Past 3 yr Data

NAV History







Fund 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.
Fund Manager:
Murthy Nagarajan















Jamā जमा જમા జమ জমে ജമാ ಜಮ ଜମା ஜமா is a product by Simply Grow Technologies Pvt. Ltd.

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