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Tata MF Announces change in benchmark index under its schemes
(10:39, 29 Mar 2023)
Tata Mutual Fund has announced change the benchmark index for the following schemes, with effect from 03 April 2023. Accordingly, the revised benchmark index will be:

Changes in the Schemes Benchmark Index:

Scheme NameExisting Scheme Benchmark IndexModified Scheme Benchmark Name
Tata Corporate Bond FundCRISIL Corporate Bond Fund BII IndexCRISIL Corporate Bond B-II Index
Tata Floating Rate FundCRISIL Short Term Bond Fund IndexCRISIL Short Term Bond Index
Tata Liquid Fund CRISIL Liquid Fund AI IndexCRISIL Liquid Debt A-I Index
Tata Money Market Fund CRISIL Money Market Fund BI IndexCRISIL Money Market B-I Index
Tata Multi Asset Opportunities Fund Composite Benchmark of 65% S&P BSE 200 + 15% CRISIL Short Term Bond Fund Index + 20% iComdex Composite Index (Total Return variant of the index (TRI) will be used for performance comparison)Composite Benchmark of 65% S&P BSE 200 + 15% CRISIL Short Term Bond Index + 20% iComdex Composite Index (Total Return variant of the index (TRI) will be used for performance comparison)
Tata Overnight FundCRISIL Overnight Fund AI IndexCRISIL Liquid Overnight Index
Tata Retirement Savings Fund - Conservative PlanCRISIL Short Term Debt Hybrid 75+25 Fund IndexCRISIL Short Term Debt Hybrid 75+25 Index
Tata Short Term Bond Fund CRISIL Short Duration Fund AII IndexCRISIL Short Duration Debt A-II Index
Tata Treasury Advantage FundCRISIL Low Duration Fund AI IndexCRISIL Low Duration Debt A-I Index
Tata Ultra Short Term FundCRISIL Ultra Short Duration Fund BI IndexCRISIL Ultra Short Duration Debt B-I Index

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