otherLow risk

Tata Fixed Horizon Fund Series 7 Scheme B - Institutional Plan - Growth

A specialised fund. Check the scheme details for what it invests in. From Tata Mutual Fund. It's been running since 28 Mar 2007.

Latest price per unit

₹11.1558

▲ 0.02% today

As of 22 Apr 2008 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.11 L

▲ ₹10.5k gain · 10.5% / 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

0.5%

The value swings roughly 1% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-0.09%

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 year10.52%

CAGR — 3 years—

CAGR — 5 years—

CAGR — since launch10.56%

Volatility — 1 year (annualised)0.52%

Volatility — 3 years (annualised)0.52%

Max drawdown — 1 year-0.09%

Max drawdown — 3 years-0.09%

Sharpe ratio — 1 year (rf=6%)8.17

Sharpe ratio — 3 years (rf=6%)8.35

Fund info

Fund house: Tata Mutual Fund
Category: Income
Plan: —
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 105147
First price on record: 28 Mar 2007 · 263 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.