Head-to-head
Compare up to 5 funds side-by-side.
Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
otherDirect
Tata Value Fund Series 2 -Direct Plan-Growth
3Y ago₹1.36 L
5Y ago—
Every metric, side-by-side
marks the winner per row.
| Metric | Tata Value Fund Series 2 -Direc… |
|---|---|
| Fund house | Tata Mutual Fund |
| Category | Growth |
| Plan | Direct |
| Latest NAV | ₹13.5796 |
| Assets managed (AUM) | — |
| 1M return | 0.86% |
| 6M return | 10.61% |
| 1Y return | 38.98% |
| 3Y CAGR | 10.79% |
| 5Y CAGR | — |
| Since inception CAGR | 10.71% |
| Bumpiness · 3Y (annualised σ) | 18.54 |
| Worst drop ever | -33.95% |
| Sharpe · 3Y (rf=6%) | 0.24 |