I have been using cleartax for investment from last 3 years ! Very effective and easy to use !
Tata Treasury Advantage Fund Direct Plan Growth
4Direct
Growth
3 yr CAGR
+6.36%
4Direct
Growth
3 yr CAGR
+6.36%
Fund overview
Net Asset Value
₹3998.97
AUM (Fund size)
2,366.45 Crore
Lock-in period
No Lock-in
Exit Load
0% in 0 days
Expense ratio
0.25%
Risk
Low to Moderate
Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
2.01 Lakhs ₹
Min investment of ₹500 required
Top holdings
| Holdings | Weightage |
|---|---|
| Axis Bank Limited | 4.59% |
| D) Repo | 3.86% |
| National Bank For Agriculture And Rural Development | 3.82% |
| National Bank For Agriculture And Rural Development | 3.78% |
| 07.80 KL Sdl 2027 | 3.67% |
| HDFC Bank Ltd. | 3.67% |
| L&T Finance Ltd. | 3.55% |
| Hdb Financial Services Limited | 2.85% |
| Rural Electrification Corporation Limited | 2.8% |
| Canara Bank | 2.7% |
Calculate returns
Monthly (SIP)
One-Time
₹
yrs
₹4,000 invested monthly becomes ₹0 in a period of 20 years
Related Funds
| Fund | NAV | 3yr Returns | Risk |
|---|---|---|---|
| 29.93 | 7.75% | Low to Moderate Risk | |
| 3604.04 | 7.4% | Moderate Risk | |
| 2430.61 | 7.24% | Low to Moderate Risk | |
| 3207.05 | 7.28% | Low to Moderate Risk | |
| 3924.11 | 7.29% | Low to Moderate Risk | |
| 718.81 | 7.41% | Moderate Risk | |
| 3594.22 | 7.21% | Low to Moderate Risk | |
| 544.98 | 7.48% | Moderate Risk | |
| 3565.09 | 7.12% | Low to Moderate Risk | |
| 42.83 | 7.02% | Low to Moderate Risk |
About Tata Asset Management Limited
Tata Mutual Fund is a part of the prestigious Tata Group of companies. The fund house was established in 1994 with their business model based on trust, service and performance. The company, with its investment products, intends to make the lives of investors better. You will find mutual fund plans to achieve various financial goals.
Managers | Akhil Mittal, Abhishek Sonthalia |
Custodians | Standard Chartered Bank |
Address | Tata Asset Management Private Limited Mafatlal Centre, 9th Floor, |
Fax Nos. | +91 22 2261 3782 |
Telephone Nos. | +91 22 6657 8282 |
Homepage | www.tatamutualfund.com |
See what our clients have to say
Great investing experience! Contacted the support with queries.. Got immediate response and all my doubts clarified. Will definitely recommend ClearTax to friends
I am new to investments and got all the information I need on your website. The suggestions for mutual fund investments and tax savings are great.
Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
2.01 Lakhs ₹
Min investment of ₹500 required
Why Invest with ClearTax
Choose from best funds
Invest in hand-picked top performing Mutual funds
Bank graded security
Data security is our top priority. 128 Bit Bank Grade SSL. ISO 27001 DC.
Easy to invest
Sign up and start investing online within minutes.
Easy to withdraw
Withdraw anytime in 1-click with no paperwork needed
Easy to track
Track / monitor your investments 24*7 on your dashboard
Instant investment proof
Get your 80C investment proof instantly and submit to HR.
3 easy steps to complete your investment
Complete the entire investment process in just three simple steps and enjoy your returns.
Select the amount to invest
Choose from 200+ mutual funds catered for you
Enter personal details
Complete your KYC and get registered
Pay and your are done!
Checkout and see your money grow
Frequently Asked Questions
What are debt-funds?
Debt funds is an investment vehicle that mainly invest in fixed income securities like corporate bonds, treasury bills, government securities and other money market instruments.
Who should invest in a debt fund?
Debt funds are ideal for investors who want regular income, but are risk-averse. Debt funds are less volatile and, hence, are less risky than equity funds.
What are liquid funds?
Liquid funds is a type of mutual funds which have a very short maturity period, not more than 91 days. The shorter maturity period, makes it almost a risk-free investment.You can get your money out of liquid funds any time without any penalty or cost.
What is a lock-in period?
It is the period for which your money will remain locked in the mutual fund. Most mutuals do not have any lock-in period. ELSS, Tax-Savers, come with a lock-in of 3 years which is the lowest compared to other 80C investment options. Lock-in period is calculated from the date of investment. Meaning SIPs will have different lock-in dates
Is KYC necessary for BLACK?
KYC is necessary for all fund houses. If you are investing through BLACK, you need to do your KYC just once. The same KYC will be used for all further investments.
What is a Mandate (Auto-SIP)?
A Mandate is a one-time registration through which you instruct your bank account to deduct a specified amount of money from your account daily towards investing into a SIP portfolio. Once you register for Mandate, you don’t have to follow the payment process every time you invest in the SIP.
