Which funds are similar to Tata Medium Term Fund Segregated Portfolio 1 Direct-Growth?
Funds similar to Tata Medium Term Fund Segregated Portfolio 1 Direct-Growth in the Debt: Medium Duration category are listed in the Similar Funds tab, selected based on same category and benchmark index.
How does Tata Medium Term Fund Segregated Portfolio 1 Direct-Growth compare to the category average?
The comparison of Tata Medium Term Fund Segregated Portfolio 1 Direct-Growth against the Debt: Medium Duration category average — returns, alpha, beta and Sharpe — is shown in the Category vs Scheme Returns section at the top of the Similar Funds tab.
What is the rank of Tata Medium Term Fund Segregated Portfolio 1 Direct-Growth in its category?
The rank of Tata Medium Term Fund Segregated Portfolio 1 Direct-Growth within the Debt: Medium Duration category is shown in the Trailing Returns section on the Performance tab and the Similar Funds tab.
What are the alternatives to Tata Medium Term Fund Segregated Portfolio 1 Direct-Growth?
Top alternatives to Tata Medium Term Fund Segregated Portfolio 1 Direct-Growth in the Debt: Medium Duration category, sorted by AUM, are listed in the Similar Funds tab. Funds tracking the same benchmark — CRISIL Medium Duration Debt B-III Index — are also listed separately.
How does Tata Medium Term Fund Segregated Portfolio 1 Direct-Growth's expense ratio compare to similar funds?
The expense ratio comparison across funds in the Debt: Medium Duration category is in the Similar Funds tab. Always compare expense ratios — especially for passive and index funds.
How does Tata Medium Term Fund Segregated Portfolio 1 Direct-Growth's AUM compare to similar funds?
Tata Medium Term Fund Segregated Portfolio 1 Direct-Growth has an AUM of ₹ 2.15 Cr. AUM reflects investor confidence. For small cap funds, very large AUM can limit portfolio flexibility.
Which fund has the best 3-year returns in the Debt: Medium Duration category?
The top-performing funds by 3-year returns in the Debt: Medium Duration category can be found by sorting the Similar Funds comparison table by the 3Y column.
Is Tata Medium Term Fund Segregated Portfolio 1 Direct-Growth better than index funds in the same category?
Whether Tata Medium Term Fund Segregated Portfolio 1 Direct-Growth beats index funds in the Debt: Medium Duration category can be assessed by comparing its trailing returns against the benchmark returns in the Performance tab. Historically, active funds in India have shown mixed results vs index funds — large cap active funds tend to underperform index funds over 10 years, while mid/small cap active managers have often added alpha.
How does Tata Medium Term Fund Segregated Portfolio 1 Direct-Growth rank in risk-adjusted returns vs peers?
Risk-adjusted performance of Tata Medium Term Fund Segregated Portfolio 1 Direct-Growth using Sharpe ratio, alpha and beta relative to category peers is shown in the Alpha, Beta & Sharpe section of the Performance tab.
Are there any funds tracking CRISIL Medium Duration Debt B-III Index with lower costs?
Funds tracking the same benchmark as Tata Medium Term Fund Segregated Portfolio 1 Direct-Growth — CRISIL Medium Duration Debt B-III Index — are listed in the Similar Funds tab. Compare their expense ratios to find the most cost-efficient option for the same index exposure.
