Tata Medium Term Fund
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1–3 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation167.7%
Sharpe Ratio1.03
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Top Stock Holdings
CompanySectorAllocation
Piramal Capital & Housing Finance LimitedUtilities97.31%
Cash / Net Current AssetUtilities2.69%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Regulatory & Tax Information
INF277K017V3
ISINDailyDealing Frequency
Capital Gain Tax | Taxed as per Income Tax Slab
Tax Implications (India)