Tata Medium Term Fund - Direct (IDCW)

Tata Medium Term Fund - Direct (IDCW)

ModerateDebtMedium Duration
Not Rated
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Scheme Details

-%

Expense Ratio

₹76 cr

Fund Size

₹5,000

Minimum Lumpsum

₹1,000

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
2.58%
8.01%
3.6%
6.33%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
Tata Medium Term Fund - Direct (IDCW)
2.58%
B
BOI AXA Credit Risk Fund - Direct
6.97%
H
HDFC Dynamic PE Ratio Fund of Funds - Dir (G)
26.97%
S
SBI Multi Asset Allocation Fund - Direct (G)
30.29%
N
Nippon India CPO Fund II - Plan A - Direct (G)
9.66%

Holdings

Holdings
Ratings
GSEC2026
17.73%
GSEC2031
8.29%
Varanasi Express
7%
TMF Holdings
5.94%
I R F C
5.71%

Fund Manager

M
Murthy Nagarajan
A
Abhisek Sonthalia