Tata Treasury Advantage Fund - Regular Plan - Growth Option

Tata Treasury Advantage Fund - Regular Plan - Growth Option is a scheme launched by Tata Mutual Fund on September 06, 2005, and falls under the Low Duration fund category. It currently manages an AUM of Rs 3,429.61 crore. The fund permits investments with a minimum SIP of Rs 500 and a lump sum of Rs 5000. It charges an expense ratio of 0.58% for managing the portfolio.

• Investing Strategy:

  The investment objective of the scheme is to generate regular income & capital appreciation by investing in a portfolio of debt & money market instruments with relatively lower interest rate risk. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.

• Performance:

  Tata Treasury Advantage Fund - Regular Plan - Growth Option trailing returns over different times are 7.55% (1 year), 7.04% (3 year) and 5.8% (5 year). The average annual return of this fund stands at 5.27%.