Tata Treasury Advantage Fund- Regular Plan -Periodic Option


NAV : 2838.7769
(+1.3239arrow_upward)
AUM : ₹817 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
0.69%2.05%-1.43%3.0%4.85%5.73%7.0%



Fund Details

The Scheme will invest in various money market and fixed income securities with objective of providing liquidity and generating reasonable returns with lower interest rate risk. The average maturity of the portfolio shall be between three months to one year
NAV2838.7769
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP₹1,000
Expense Ratio0.35%
Exit Load : Nil


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 1 year₹1,02,997₹1,02,802₹194
After 3 years₹1,18,196₹1,17,488₹709
After 20 years₹3,04,809₹2,92,831₹11,978

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


START SIP    



Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


INVEST NOW

Returns assumed : 5.73% Past 3 yr Data

NAV History







Fund Objective:
The investment objective of the scheme is to generate regular income & capital appreciation by investing in a portfolio of debt & money market instruments with relatively lower interest rate risk. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns
Fund Manager:
Mr. Akhil Mittal















Mutual Funds are subject to market risk. Please read the scheme documents carefully before investing