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Tata Medium Term Fund
Direct plan · IDCW · Tata Mutual Fund
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AUM Trend (₹ Cr, quarterly average)
Portfolio
Market Cap Split
- Large Cap0.00%
- Mid Cap0.00%
- Small Cap0.00%
- Others0.00%
Other funds in Debt Scheme - Medium Duration Fund
| Scheme | Plan | NAV |
|---|---|---|
| Aditya Birla Sun Life Medium Term Fund | Direct Plan · GROWTH | ₹48.1635 |
| Axis Medium Term Fund | Direct Plan · Growth Option | ₹33.3598 |
| Bandhan Medium Term Fund | Direct Plan · Growth | ₹53.5155 |
| DSP Medium Term Fund | Direct Plan · Growth | ₹91.8536 |
| Franklin India Income Opportunities Fund (no. of segregated portfolios- 2) | Growth | ₹24.9338 |
| HDFC Medium Term Fund | Direct Plan · Growth Option | ₹66.1562 |
About This Scheme
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
Stated Asset Allocation
Debt &Money Market Instruments 0-100.
Exit Load
1) On or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment: NIL.2) On or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investment: 1%.3) Redemption after expiry of 365 days from the date of allotment: NIL.
Fund Managers
FM-1 Abhishek Sonthalia,FM-2 Murthy Nagarajan
Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. Data is sourced from AMFI and fund houses via FinAPI and may lag official figures.