Tata Treasury Advantage Fund - Regular Plan - Growth Option Tata Treasury Advantage Fund - Regular Plan - Growth Option

Tata Treasury Advantage Fund - Regular Plan - Growth Option

  • Current NAV

    ₹3622.02 0.5004%

    22-05-2024
  • Annual Returns

    6.9%

  • Min. SIP ₹500

    Min. Investment ₹5000

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Calculate SIP Returns of Tata Treasury Advantage Fund - Regular Plan - Growth Option

Monthly SIP Target Amount

I want to invest

Annual returns
I can wait for

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I want

Annual returns
I can wait for

I can wait for

Net Profit ₹ 5,000

+

Invested Amt. ₹ 10,000

=

Total Wealth ₹ 15,000

If you start a SIP of Rs 1000 per month from now, your net wealth at retirement will be

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Investment Returns

This Fund Category Avg. Benchmark
1W 0.16% 0.15% 0.37%
1M 0.62% 0.6% 1.35%
3M 1.86% 1.85% 1.87%
6M 3.65% 3.59% 5.01%
1Y 6.9% 6.88% 7.28%
2Y 6.49% 6.45% 8.03%
3Y 5.36% 5.49% 5.9%
5Y 4.81% 5.59% 7.59%
ALL 7.12% 6.87% 8.74%

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Risk scale

Low to Moderate

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Fund Managers

Abhishek Sonthalia
Abhishek Sonthalia

Fund Manage - 4

Total AUM. - 28928Cr.

Akhil Mittal
Akhil Mittal

Fund Manage - 4

Total AUM. - 4981Cr.

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Portfolio Analysis

Debt97.44% Others2.27%

Market Cap

Top 5 Sectors

Financial

Others

Sovereign

Energy

Communication

Top 5 Companies

8.4% GOI 28/07/2024

7.15% Small Industries Devp. Bank of India Ltd. 02/06/2025

7.2% National Bank For Agriculture & Rural Development 23-D 23/09/2025

Canara Bank% 22/01/2025

7.54% Housing & Urban Development Corporation Ltd. 11/02/2026

Market Cap

Top 5 Sectors

Others

Top 5 Companies

Others

Others

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Alternative Fund Category Peer View

3M 6M 1Yr 3Yr 5Yr

Fund Name Returns

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More Funds From Tata Mutual Fund

Scheme Name 1M 3M 6M 1Y 5Y
Tata Infrastructure Fund-Regular Plan- Growth Option 9.43% 18.36% 41.16% 73.95% 27.56%
Tata Mid Cap Growth Fund Regular Plan- Growth Option 8.2% 12.74% 25.46% 57.62% 24.37%
Tata Mid Cap Growth Fund-Regular Plan - IDCW Option 8.2% 12.74% 25.46% 57.62% 24.29%
Tata Mid Cap Growth Fund-Regular Plan - IDCW Option 8.2% 12.74% 25.46% 57.62% 24.29%
Tata India Pharma & Healthcare Fund-Regular Plan-Growth 4.98% 1.89% 20.29% 57.61% 24.31%
Tata Business Cycle Fund-Regular Plan-Growth 5.01% 7.64% 24.26% 52.95% 0%
Tata Equity PE Fund Regular Plan -(Growth Option) 6.03% 8.91% 27.65% 50.53% 19.86%
Tata Resources & Energy Fund-Regular Plan-Growth 6.04% 9.73% 29.48% 48.72% 24.89%
Tata Dividend Yield Fund-Regular Plan-Growth 5.8% 8.75% 21.94% 44.5% 0%
See More About Tata Mutual Fund

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Suitability

This fund is suitable for those investors
  • Suitability Purpose of this fundPurpose
  • Perfect for short-term financial goals or post-retirement investment, offering returns potentially higher than traditional fixed deposits.
  • Suitability Strategy of this fundStrategy
  • Focuses on investing in quality and high-rated debt instruments, such as government or corporate bonds, ensuring a stable and reliable income stream.
  • Suitability Duration of this fundDuration
  • A recommended minimum investment period of 1-3 years is advised to capitalize on the stability and benefits of fixed-income securities across different market conditions.
  • Suitability Risk Tolerance of this fundRisk Tolerance
  • Expects very low volatility, with minimal risk of negative returns, making it a safer choice for conservative investors.
  • Suitability Returns Expectation of this fundReturns Expectation
  • Aims for a 7-10% compounded annual growth rate (CAGR), often outperforming traditional fixed deposits and providing a more lucrative income option.

Frequently Asked Questions

What is the current NAV of Tata Treasury Advantage Fund - Regular Plan - Growth Option?

Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of Tata Treasury Advantage Fund - Regular Plan - Growth Option as of 22-05-2024 is 3622.0248.

What is the expense ratio of Tata Treasury Advantage Fund - Regular Plan - Growth Option?

The expense ratio of a mutual fund means the charges that you pay to the mutual fund company for managing your investments in the fund. This fund has an expense ratio of 1.37%.

What is the benchmark of Tata Treasury Advantage Fund - Regular Plan - Growth Option?

Tata performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.

What is the AUM or size of Tata Treasury Advantage Fund - Regular Plan - Growth Option?

AUM or asset under management is the total value of the assets held by a mutual fund scheme. A fund with a high AUM means a lot of money has been invested in it. The AUM of Tata Treasury Advantage Fund - Regular Plan - Growth Option is Rs 2583.9 Crs.

Is Tata Treasury Advantage Fund - Regular Plan - Growth Option a safe fund to invest?

Every fund has different types of risk which are mentioned in the risko-meter. The investors are advised to understand their risk tolerance and decide which type of fund they can invest in.

Should I invest in Tata Treasury Advantage Fund - Regular Plan - Growth Option?

This fund has a consistency rating of which indicates that the fund has generated average returns. However, whatever returns that the fund delivers, it does so with exceptional consistency. You can consider this fund if the predictability of returns is what you are looking for.

What are the top 5 holdings of Tata Treasury Advantage Fund - Regular Plan - Growth Option?

The fund's top 5 holdings are in Bajaj holdings and investment Financial, Others, Sovereign, Energy, Communication.

How to start online SIP in Tata Treasury Advantage Fund - Regular Plan - Growth Options?

MySIPonline is a dedicated platform to start online SIP or mutual funds in any scheme of mutual funds. Firstly, the investor needs to complete KYC details, choose the best fund, add it to the cart, and make the payment through UPI, net banking, or debit card available on our site.

How can I redeem my investments in Tata Treasury Advantage Fund - Regular Plan - Growth Option?

Redeeming your investments in Tata Treasury Advantage Fund - Regular Plan - Growth Option is super easy.
• If you have invested this fund via MySIPonline, just log into the app, go to the investment section, and place your redemption request.
• If you have invested this fund from elsewhere, go to the fund house website and place your redemption request from there.

Is there any brokerage/advisory fees on Mutual Fund SIP transactions?

At MySIPonline, we do not charge any fees related to brokerage & advisory part. That makes us more accessible and cost-effective for a broader range of investors.

Who manages this fund, and what is their expertise?

Akhil Mittal, Abhishek Sonthalia, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.

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