otherModerate risk

Tata Gilt Retirement Plan (28-2-09) Growth

A specialised fund. Check the scheme details for what it invests in. From Tata Mutual Fund. It's been running since 3 Apr 2006.

Latest price per unit

₹12.4364

▲ 0.92% today

As of 27 Feb 2009 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.08 L

▲ ₹7.5k gain · 7.5% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

6.2%

The value swings roughly 6% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-11.88%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year7.50%

CAGR — 3 years—

CAGR — 5 years—

CAGR — since launch7.24%

Volatility — 1 year (annualised)10.25%

Volatility — 3 years (annualised)6.23%

Max drawdown — 1 year-11.88%

Max drawdown — 3 years-11.88%

Sharpe ratio — 1 year (rf=6%)0.17

Sharpe ratio — 3 years (rf=6%)0.20

Fund info

Fund house: Tata Mutual Fund
Category: Income
Plan: —
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 102062
First price on record: 3 Apr 2006 · 707 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.