Rating : ★ ★ ☆ ☆ ☆
Tata Medium Term Fund Direct Plan Dividend Reinvestment
 ÂMedium Duration Fund
Fund Type
Open Ended
Investment Plan
Dividend Reinvestment
Expense Ratio
0%
Asset Size
73.75 Cr.
(As of 31 Jan, 2021)
Benchmark
CRISIL Medium Term Debt TR INR
Riskometer
Investors understand that their principal will be at Moderately High Risk.
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.
 
Fund manager
Murthy Nagarajan
Exit load
1 %
(If redeemed within 365 days)Minimum sip
₹150
Minimum investment
₹5000
Top Holdings
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
Company
Assets
6.68% Govt Stock 2031
9.82%
Embassy Office Parks REIT
6.76%
Green Infra Wind Energy Limited
6.59%
LIC Housing Finance Limited
5.76%
Sector Allocation
About the Scheme Type
Medium Duration Funds invest in debt and money market instruments wherein the portfolio’s Macaulay Duration should be between three to four years. Given that these funds do not have equity exposure, it reduces the risk factor and is generallysuited for investors whose investment horizon is 1 – 3 years and are looking for just better than nominal returns.
Ratings
This fund is rated 2 stars by Morning Star Ratings.