Can I invest in SIP and Lumpsum in Tata Money Market Fund - Direct (G) Direct Growth?

Yes, you can invest both lumpsum and SIP in Tata Money Market Fund - Direct (G). Minimum lumpsum investment Tata Money Market Fund - Direct (G) is ₹5,000 and minimum SIP amount is ₹150 . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of Tata Money Market Fund - Direct (G) Direct Growth?

The latest NAV (Net Asset Value) of Tata Money Market Fund - Direct (G) is Tata Money Market Fund - Direct (G) is ₹4682.73 as on 2025-03-11.

Which are the biggest stock holdings of Tata Money Market Fund - Direct (G)?

The 5 biggest stock holdings of Tata Money Market Fund - Direct (G) are: GSEC2025 (2.65%), Rajasthan 2025 (2.27%), Rajasthan 2026 (1.89%), Karnataka 2025 (0.08%), Gujarat 2025 (0.06%)

What are the top sectors Tata Money Market Fund - Direct (G) invests in?

A majority of Tata Money Market Fund - Direct (G) 's AUM worth ₹28,966.02 (Cr) is invested in these 3 top sectors: There is no data for Top 3 sector holdings in the portfolio!

Mutual Funds
Tata Money Market Fund - Direct (G)

Tata Money Market Fund - Direct (G)

Money Market Fund

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NAV
4682.73(0.02%)
Fund Size (CR)
₹27,183.89
Expense Ratio
0.16
Scheme Type
Active Fund
Value Research

Min. investment
₹5,000
Minimum Additional Investment
₹1,000
Minimum SIP Investment
₹150
Minimum Withdrawal
₹500
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
0%
Return Since Launch
6.71%

Absolute Return: 1.76%

Annualized Return: 0%

Basic Details

Scheme Manager

Amit Somani

Bench Mark

CRISIL Money Market A-I Index

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	3 March 2025	10011.82	0.12%	-	0.09%	23/192
1 Month	10 February 2025	10052.40	0.52%	-	0.47%	23/191
3 Month	10 December 2024	10175.88	1.76%	-	1.61%	5/185
6 Month	10 September 2024	10369.87	3.70%	-	3.43%	6/184
1 Year	7 March 2024	10785.27	7.85%	7.85%	7.27%	11/182
3 Year	10 March 2022	12286.68	22.87%	7.10%	6.56%	9/162
5 Year	9 March 2020	13567.22	35.67%	6.28%	5.63%	7/156
Since Inception	1 January 2013	22071.87	120.72%	6.71%	6.22%	98/192

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	2 April 2024	1,20,000	124291.41	3.58%	3.58%
3 Year	4 April 2022	3,60,000	402210.69	11.73%	3.76%
5 Year	3 April 2020	6,00,000	709596.93	18.27%	3.41%
10 Year	1 April 2015	12,00,000	1638637.33	36.55%	3.16%

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

0.14%

Standard Deviation

0.01%

Beta

0.97%

Sharpe Ratio

42.47%

Treynor's Ratio

0.44%

Jension's Alpha

Asset Allocation

Sector Allocation

There is no Sector Allocation data

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
There's no data available of Stock Holdings

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
Tata Money Market Fund - Direct (G)	27183.89	0.52%	1.76%	3.70%	7.85%	7.10%
Aditya Birla SL Money Manager Fund - Dir (IDCW-W)	25918.85	0.43%	1.64%	4.38%	9.31%	8.14%
DSP Savings Fund - Direct (IDCW-D)	4030.03	0.46%	3.35%	5.12%	9.23%	7.15%
Kotak Money Market Fund - Direct (IDCW-M)	26221.11	0.52%	1.72%	3.64%	8.42%	7.19%
UTI-Money Market Fund - Direct (IDCW-W)	17809.80	0.52%	1.73%	3.65%	8.22%	7.39%
Invesco India Money Market Fund - Direct (IDCW-D)	5681.77	0.45%	1.61%	3.48%	8.17%	7.15%

News

Tata MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes
Tata Mutual Fund has announced 05 March 2025 as the record date for declaration of Income Distribution cum capital withdrawal (IDCW) under the monthly IDCW option and under the Periodic IDCW Periodic-Payout/Reinvestment) of following schemes. The amount of IDCW (Rs per unit) on the face value of Rs 10 per unit will be:
Tata Hybrid Equity Fund ' Regular Plan & Direct Plan: 0.34 each.
Tata Equity Savings Fund ' Regular Plan & Direct Plan: 0.057 each.
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TATA MF announces change in fund managers under its schemes

TATA Mutual Fund has announced change in fund managers under the following schemes, with effect from 01 March 2025.

Change in Fund Management Responsibilities:

Scheme Name	Existing Fund Manager(s)	New Fund Manager(s)
Tata Business Cycle Fund	Murthy Nagarajan Rahul Singh Sailesh Jain Kapil Malhotra	Murthy Nagarajan Rahul Singh Sailesh Jain Hasmukh Vishariya
Tata Digital India Fund	Meeta Shetty Kapil Malhotra	Meeta Shetty Hasmukh Vishariya
Tata Dividend Yield Fund	Murthy Nagarajan Sailesh Jain Kapil Malhotra	Murthy Nagarajan Sailesh Jain Hasmukh Vishariya
Tata Focused Equity Fund	Meeta Shetty Kapil Malhotra	Meeta Shetty Hasmukh Vishariya
Tata Housing Opportunities Fund	Tejas Gutka Murthy Nagarajan Kapil Malhotra	Tejas Gutka Murthy Nagarajan Hasmukh Vishariya
Tata Large Cap Fund	Abhinav H. Sharma Kapil Malhotra	Abhinav H. Sharma Hasmukh Vishariya
Tata Multicap Fund	Meeta Shetty Murthy Nagarajan Kapil Malhotra	Meeta Shetty Murthy Nagarajan Hasmukh Vishariya
Tata India Innovation Fund	Meeta Shetty Kapil Malhotra	Meeta Shetty Hasmukh Vishariya

Powered by Capital Market - Live News

Tata Mutual Fund announces merger of Tata Quant Fund Merger into Tata Flexi Cap Fund
Tata Mutual Fund has approved the merger of Tata Quant Fund Merger into Tata Flexi Cap Fund, with effect from 21 March 2025.
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Fund House Details & Investment Objective

Date of Incorporation

1 January 2013

Total AUM (Cr)

₹28966.02

Tata Money Market Fund - Direct (G) is an Money Market Fund-oriented fund from the renowned AMC, Tata Mutual Fund. Launched in 1 January 2013, this fund is managed by Amit Somani. With assets under management (AUM) worth ₹28,966.02 (Cr), as of 11 March 2025, Tata Money Market Fund - Direct (G) is categorized as a Money Market Fund within its segment. The fund has generated a return of 6.71% since its launch.
The current NAV of Tata Money Market Fund - Direct (G) is ₹4,682.73, as on 11 March 2025. The fund's benchmark index is CRISIL Money Market A-I Index. You can invest in Tata Money Market Fund - Direct (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹150 while the minimum lumpsum investment is ₹5,000.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
Nil The fund has generated 7.10% and 6.28% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 99.39% in Debt and 0.61% in cash and cash equivalents.

FAQs

How to Invest in Tata Money Market Fund - Direct (G) Direct Growth?

Tata Money Market Fund - Direct (G) is a popular fund in the Money Market Fund segment. The fund has generated a return of 6.71% since inception. Looking to invest in Tata Money Market Fund - Direct (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in Tata Money Market Fund - Direct (G) is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, Tata Money Market Fund - Direct (G)
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in Tata Money Market Fund - Direct (G) today and reap the benefits of this Money Market Fund fund!

How much returns has Tata Money Market Fund - Direct (G) Direct Growth generated?

In the short term, i.e., 1 year, Tata Money Market Fund - Direct (G) has generated annualised return of 7.85%. In the long-term, the fund has generated 7.10% and 6.28% in 3 and 5 years respectively. Since its inception, the fund has generated 6.71% returns.

What is the expense ratio of Tata Money Market Fund - Direct (G) Direct Growth?

The expense ratio of Tata Money Market Fund - Direct (G) Direct Growth is 0.16%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of Tata Money Market Fund - Direct (G) Fund Direct Growth?

The Assets Under Management (AUM) of Tata Money Market Fund - Direct (G) is ₹28,966.02 (Cr) as of 2025-03-11 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from Tata Money Market Fund - Direct (G) Direct Growth?

Redeeming or selling units of Tata Money Market Fund - Direct (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from Tata Money Market Fund - Direct (G):

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case Tata Money Market Fund - Direct (G)).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).