Tata Medium Term Fund-Direct (G) (SP 1)

by:Tata Medium Term Fund-(SP 1)

Statistics

  • AUM

    4.02Cr

  • Returns

    1y : 184.38%
    3y : 0.00%
    5y : 0.00%
    Since Inception : 25.40%

  • NAV

    2.38 ( as on 21-10-2021)

  • Risk

    Moderate

  • Last Dividend Paid

    0.00

  • Expense Ratio

    0.00%

  • Benchmark

    CRISIL Medium Term Debt Index

  • Exit Load

    -

Fund Manager Name
Abhisek Sonthalia
Qualification
CFA Charter holder, management programme from NITI
Designation
FUND MANAGER
Experience
Overall 11 years of experience in the field of macro-economics and credit research and analysis. From Dec 2013 till date with Tata Asset Management Ltd as Credit Analyst/AVP Credit tracking all leading sectors and macro-economics research. Reporting t
Remarks

    Holdings

  • Company

    Sector

    Percentage held

  • Dewan Hsg. Fin.

    NA

    100.00%

  • Net CA & Others

    NA

    51.30%

  • Piramal Capital

    NA

    48.70%

Scheme 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.

AMC Details

  • Name

    Tata Asset Management Ltd

  • Email Id

    service@tataamc.com

  • Website Url

    www.tatamutualfund.com

  • Address

    1903, B-Wing, Parinee Crescenzo,G-Block, Bandra Kurla Complex,Bandra East Mumbai - 400051

  • Telephone Number

    6657 8282.

  • Fax Number

    2261 3782.

Fund Details

  • Scheme Type

    Growth

  • Category

    Bond Funds

  • Launch Date

    2019-06-17

  • Fund Type

    Open-Ended

  • Fund Manager

    Abhisek Sonthalia

  • Min. Investment (One Time)

    5000

  • Min. Investment (SIP)

    150

  • AMFI Code

    147385

  • ISIN Code

    INF277K019V9