Tata Medium Term Fund (G)

1
Medium Duration NAV 27.3032 0.23 10 July, 2020
  • 3.35%
  • 21Y 1M
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) 48 (As on May 31, 2020)
Min Investment ₹ 5000
Min SIP Investment -
Min Addl Investment ₹ 1000
Exit Load
Expense Ratio 1.38% (As on May 31, 2020)
Fund Manager Murthy Nagarajan

Investment Returns (As on 10 Jul, 2020)

  • 3 Month 2.31%
  • 6 Month 4.17%
  • 1 Year -8.83%
  • 3 Year 0.42%
  • 5 Year 3.35%
Graph
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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) -8.83% 0.42% 3.35%
Kotak Medium Term Fund (G) 6.14% 6.26% 7.66%
Nippon India Strategic Debt Fund (G) -28.57% -7.18% -0.74%

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