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Tata Medium Term Fund - Regular Plan - Growth

  • Regular
  • Direct
Category : Medium Duration Fund
Fund House : Tata Mutual Fund

Scheme Objective

The investment objective of the scheme is to generate income and capital appreciation over a medium term.

Scheme Details

  • Fund manager(s)Murthy Nagarajan , Abhishek Sonthalia
  • Launch date – 02-Dec-2002
  • Expense ratio – 1.44% as declared on 30-Jun-2021 (category average is 1.32%)
  • Benchmark - CRISIL 10 Year Gilt Index
  • Min SIP amount - ₹500
  • Min investment amount (one time- first time) - ₹5000
  • Min investment amount (addtional purchase) - ₹1000
  • Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

Tata Medium Term Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Net Buy Price
Buy Date
Sell Date
  • Gross Profit
  • Exit Charges
  • Net Profit

Tax Rate

If sold after 3 years from purchase date, long term capital gain tax will be applicable. Current tax rate is the lower of (a) 10% of profit or (b) 20% of profit adjusted after indexation benefits. Any cess/surcharge is not included.|If sold before 3 years from purchase date, short term capital gain tax will be applicable. Any profit will be clubbed with your income and taxed at your effective tax rate.

Contact Details

Tata Asset Management Ltd.
1903, B-Wing, Parinee Crescenzo, G-Block, Bandra Kurla Complex, Bandra East Mumbai 400051
Tel no.: 022-6657 8282
Fax no.: 022-22613782
Website.: www.tatamutualfund.com

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