Tata Medium Term Growth Direct Plan
SIP amount
Temporarily restricted by fund house
Lumpsum amount
Temporarily restricted by fund house

Tata Medium Term Growth Direct Plan

NAV
₹32.7645
-0.14%
(23 Sep)
AUM
76 Cr
TER
0.45%
Risk
Moderate Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+25.3%
+4.5%
+4.3%
+3.5%
+2.6%
3Y
+14.2%
+7.5%
+7.2%
+7.1%
+7.5%
5Y
+8.5%
+7.5%
+7.3%
+7.8%
+3.3%
ALL
+9.6%
+8.6%
+8.6%
+9.2%
+6.3%
VOL
4.3%
2.2%
2.9%
2.9%
3.3%
TER
0.8%
0.8%
0.4%
0.7%
0.5%
AUM
₹1,626 Cr
₹6,269 Cr
₹1,565 Cr
₹8,916 Cr
₹76 Cr
INFO
2.26
3.98
3.02
3.15
1.91
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Tata Medium Term (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 15th Sep
Top holdings
5.63% Govt Stock 2026
12.6%
Varanasi Sangam Expressway Private Limited - NCD & Bonds
7.6%
Tmf Holdings Limited - NCD & Bonds
6.5%
6.54% Govt Stock 2032
6.3%
Green Infra Wind Energy Limited - NCD & Bonds
5.8%
Sbi Cards And Payment Services Limited - NCD & Bonds
5.3%
Ongc Petro Additions Limited - NCD & Bonds
5.3%
India Infradebt Limited - NCD & Bonds
5.3%
Nuvoco Vistas Corporation Limited - NCD & Bonds
5.3%
Sepset Constructions Limited - NCD & Bonds
4.9%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
-
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund 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.

FAQs