Tata Medium Term Fund Direct Plan Growth

Scheme Type
Open-ended
Scheme Category
Income
Benchmark Type
Crisil Composite Bond Index
Scheme AUM (in Crs.)
₹ 84.81
Expense Ratio
0.35%
Scheme Class
Debt
AMC AUM (in Crs.)
₹ 54824
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
29.4437
(0 %)
NAV as on 2018-12-13
Returns
Fund
Tata Medium Term Fund Direct Plan Growth
1 Year
5.27%
3 Year
7.93%
5 Year
9.02%
AMC Details
amc launch date
Launch Date
30 Jun 1995
amc sponsor
Sponsor
NA
amc email
Email
kiran@tataamc.com
amc phone
Phone
022 - 66578282
amc address
Address
Fort House, 221,Dr. DN Road,,Fort, Mumbai - 400 001
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderate
Exit Load
Exit Load of 1% shall be charged if units are redeemed within 365 days from the date of allotment.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
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
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
6,093
Portfolio Value
93
Total Returns