otherHigh risk

Tata Mid Cap Growth Fund Regular Plan - Bonus (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

₹127.624

▲ 0.18% today

As of 27 Oct 2017 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.22 L

▲ ₹21.8k gain · 21.8% / year

Invested 3 years ago

₹1.68 L

▲ ₹68.2k gain · 18.9% / year

Invested 5 years ago

₹3.02 L

▲ ₹2.02 L gain · 24.7% / 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

15.4%

The value swings roughly 15% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-67.53%

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 year21.78%

CAGR — 3 years18.93%

CAGR — 5 years24.71%

CAGR — since launch14.79%

Volatility — 1 year (annualised)14.56%

Volatility — 3 years (annualised)15.35%

Max drawdown — 1 year-14.24%

Max drawdown — 3 years-22.63%

Sharpe ratio — 1 year (rf=6%)0.97

Sharpe ratio — 3 years (rf=6%)0.76

Fund info

Fund house: Tata Mutual Fund
Category: Income
Plan: Regular
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 102329
First price on record: 3 Apr 2006 · 2,848 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.