Tata Medium Term Fund (G)

1
Medium Duration NAV 25.3747 0.05 24 January, 2020
  • 3.1%
  • 22Y 9M
Tata Medium Term Fund (G) was previously known as

Tata Income Plus Fund (G)

Fund Details

Category Medium Duration
Fund Type Open Ended
Investment Plan Growth
Launch Date 21 November, 2002
Benchmark CRISIL Medium Term Debt
Asset Size(Cr) 49 (As on Dec 31, 2019)
Min Investment ₹ 5000
Min SIP Investment -
Min Addl Investment ₹ 1000
Exit Load
Expense Ratio 1.38% (As on Dec 31, 2019)
Fund Manager Murthy Nagarajan

Investment Returns (As on 24 Jan, 2020)

  • 3 Month 1.85%
  • 6 Month 3.47%
  • 1 Year -9.53%
  • 3 Year -0.28%
  • 5 Year 3.1%
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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Tata Medium Term Fund (G) -9.53% -0.28% 3.1%
Kotak Medium Term Fund (G) 7.38% 6.29% 7.79%
Aditya Birla Sun Life Medium Term Plan (G) -3.76% 2.39% 5.45%
Nippon India Strategic Debt Fund (G) -3.58% 2.32% 5.33%

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