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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.15 | 7.32 | 11.54 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.32 | 7.31 | 10.71 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
CRISIL Money Market Index |
Money market funds are debt funds. They invest in short-term sebt securities such as treasury bills and commercial papers. They generally maintain high levels of liquidity.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Tata Money Market Fund | 8.03% | 6.83% | 6.70% |
Kotak Money Market Fund | 7.89% | 6.67% | 7.24% |
ICICI Pru Money Market Fund | 7.87% | 6.65% | 7.27% |
SBI Savings Fund | 7.84% | 6.63% | 7.54% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Debt
Others
Holdings
3.08 %
Holdings
3.07 %
Holdings
2.84 %
Established in 1994, Tata Asset Management Private Limited has a track record of more than 25 years in investment management. Tata Asset Management Private Limited manages investments of Tata Mutual Fund.
No.of Schemes
75
Total AUM
₹ 2,01,330.00 Cr.
Amit Somani
AUM: ₹57,130.65 Cr.
|
Exp: 12yrs
B.Com, PGDBM, CFA
Mr. Amit Somani joined Tata Asset Management Ltd. as a Credit Analyst in the year June 2010. Since September 2012, he has been working as a Credit analyst & Fund Manager.
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%