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Tata Medium Term Fund - Direct Plan

The investment objective of the scheme is to generate income and capital appreciation over a medium term. However, there can be no assurance that the investment objective of the scheme will be realized.

Suitability

This product is suitable for investors who are seeking

• Long Term Capital Appreciation & Regular Income

• Investment in Debt/Money Market instruments/Government Securities

Fund Info

Scheme Class	Debt
Scheme Category	Medium Duration
Expense Ratio	0.45%
Min subscription	₹ 1,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 77
AMC AUM (in Crs.)	₹ 54,194
Min Addition Subscription	₹ 1,000

Benchmark Type

CRISIL Short Term Bond Fund TR INR

Exit Load

Exit load of 1.0%, if redeemed between (0-365) days. No Exit load, if redeemed after 365 days.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Indiabulls Income Fund - Direct Plan	1000	1000	0.02%
DSP Bond Fund - Direct Plan	1000	1000	6.37%

Top 10 Holdings

Company	Holding Type	Asset(%)
5.63% Govt Stock 2026	Bond - Gov't Treasury	19
Varanasi Sangam Expressway Private Limited	Bond - Corporate Bond	7
Tmf Holdings Limited	Bond - Corporate Bond	6
Green Infra Wind Energy Limited	Bond - Corporate Bond	6
Sbi Cards And Payment Services Limited	Bond - Corporate Bond	5
India Infradebt Limited	Bond - Corporate Bond	5
Ongc Petro Additions Limited	Bond - Corporate Bond	5
Nuvoco Vistas Corporation Limited	Bond - Corporate Bond	5
Sepset Constructions Limited	Bond - Corporate Bond	5
Indian Railway Finance Corporation Limited	Bond - Corporate Bond	5

Asset Allocation(%)

Asset	Percent
Bond - Corporate Bond	74
Bond - Gov't Treasury	21
Cash - Repurchase Agreement	3
Cash	2

Sector Allocation(%)

Sector	Percent
Bond - Corporate Bond	74
Bond - Gov't Treasury	21
Cash - Repurchase Agreement	3
Cash	2

Fund Manager

Murthy Nagarajan

2+ years of experience

Abhishek Sonthalia

2+ years of experience

Tata Mutual Fund

AUM₹54,194 Cr

About

Tata is one of the most trusted brands in India and globally. It has been successful in every field it has ventured to. It offers funds across various categories like, equity, debt, hybrid and sectoral. The motto of this AMC is to propel investing among the retail investors irrespective of their risk appetite, ideal investment duration, profession, salary or gender.##Tata Mutual fund is known for its world-class service across the country and it has made a mark in the minds of investors.##They believe in following a value-based investment methodology which enables them to attain consistent results over the years. They also believe in flexibility, by offering a large variety of funds across various market capitalization. Stability and integrity is one of the main pillar of business for Tata Mutual Fund and they believe in keeping an investors money in the best possible hands.

kiran@tataamc.com

Phone

1800-209-0101

Address

Tata Asset Management Private Limited,Mafatlal Centre, 9th Floor,,Nariman Point,,India, Mumbai - 400 021

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m