otherLow risk

Tata MIP Plus Fund -Regular Plan - 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

₹24.7985

▲ 0.06% today

As of 28 Aug 2015 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.14 L

▲ ₹14.1k gain · 14.1% / year

Invested 3 years ago

₹1.41 L

▲ ₹40.6k gain · 12.0% / year

Invested 5 years ago

₹1.58 L

▲ ₹57.7k gain · 9.5% / 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

4.8%

The value swings roughly 5% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-16.32%

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 year14.14%

CAGR — 3 years12.04%

CAGR — 5 years9.53%

CAGR — since launch8.43%

Volatility — 1 year (annualised)4.36%

Volatility — 3 years (annualised)4.79%

Max drawdown — 1 year-2.42%

Max drawdown — 3 years-7.73%

Sharpe ratio — 1 year (rf=6%)1.81

Sharpe ratio — 3 years (rf=6%)1.23

Fund info

Fund house: Tata Mutual Fund
Category: Income
Plan: Regular
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 102283
First price on record: 3 Apr 2006 · 2,270 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.