Tata Medium Term Fund -Regular Plan - Growth Option

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Medium Duration NAV 29.2813 0.05 25 May, 2022
Tata Medium Term Fund -Regular Plan - Growth Option 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) 83.47 (As on 31-03-2022)
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load For units in excess of 12% of the investment,1% will be charged for redemption within 365 days
Expense Ratio 1.4% (As on 31-03-2022)
Fund Manager Murthy Nagarajan,Abhishek Sonthalia

Investment Returns (As on 25 May, 2022)

Duration Returns Benchmark Category
1 W 0.25% -0.15% -1.14%
1 M -0.97% -0.7% -1.68%
3 M -1.18% 0.81% -0.35%
6 M -0.54% 0.39% -0.19%
1 Y 2.13% 2.83% 3.55%
2 Y 5.76% 4.89% 6.14%
3 Y 1.18% 7.88% 4.57%
5 Y 2.56% 7.5% 4.99%

Risk Mesasures (As on 25 May, 2022)

Std Dev Sharpe Beta Alpha YTM AVG Maturity
Fund 3.3 1.77 0.16 0.88 6.55 3.38
Benchmark 0 0 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 28 Feb, 2022)

Assets Allocation

Sector Holdings
Others 1.79%

Return Calculator

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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 -Regular Plan - Growth Option 2.13% 1.18% 2.56%
Kotak Medium Term Fund - Growth 3.3% 5.68% 5.85%
Nippon India Strategic Debt Fund - Growth Option 15.21% -4.54% -1.32%

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