Tata Treasury Advantage Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 7.14 | 5.18 | 4.8 | 6.15 |
Average Rolling Returns(%) | N/A | N/A | N/A | N/A |
The Current NAV of Tata Treasury Advantage Fund - Regular Plan - Growth is ₹3579.40.
It is better to invest in a fund with a longer track record as Tata Treasury Advantage Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark CRISIL Low Duration Debt Index returns, as Funds portfolio is significantly different.
Tata Treasury Advantage Fund - Regular Plan - Growth fund’s expense ratio is 0.58%
The process for redemption is
The AUM of Tata Treasury Advantage Fund - Regular Plan - Growth is currently ₹2,512 Crores.
The Top three stocks are , and and account for 0% of its portfolio. Top 5 and 10 stocks of fund account for 0% and 0% of fund’s portfolio respectively.
Top three sectors of Tata Treasury Advantage Fund - Regular Plan - Growth fund are Others, Miscellaneous and accounting for 100% of the total portfolio.
Since this is a Debt - Low Duration Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Tata Treasury Advantage Fund - Regular Plan - Growth Fund is Debt - Low Duration Fund.
Akhil Mittal and Abhishek Sonthalia manage the Tata Treasury Advantage Fund - Regular Plan - Growth Fund.
Tata Treasury Advantage Fund - Regular Plan - Growth current PE ratio is 0.00 and PB ratio is 0.00
The asset allocation of Tata Treasury Advantage Fund - Regular Plan - Growth is Stocks : 0%, Debt : 99.98% and Gold : 0.27%
The minimum SIP amount for Tata Treasury Advantage Fund - Regular Plan - Growth is ₹150.00 and minimum lumpsum is ₹5000.00
The exit load for Tata Treasury Advantage Fund - Regular Plan - Growth is Nil