MF Gyan
otherModerate risk

Tata Fixed Horizon Fund Series 8 Scheme G - Institutional Plan - Periodic Dividend

A specialised fund. Check the scheme details for what it invests in. From Tata Mutual Fund. It's been running since 15 Jun 2007.

Latest price per unit
₹10.0022
4.32% today
As of 13 Dec 2007 · updated once each business day
Not enough price history yet to tell the money story.

Price over time

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

Bumpiness & worst drops

Day-to-day bumpiness
6.4%

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

Worst drop ever
-4.32%

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 year
CAGR — 3 years
CAGR — 5 years
CAGR — since launch-0.12%
Volatility — 1 year (annualised)6.36%
Volatility — 3 years (annualised)6.36%
Max drawdown — 1 year-4.32%
Max drawdown — 3 years-4.32%
Sharpe ratio — 1 year (rf=6%)-0.96
Sharpe ratio — 3 years (rf=6%)-0.96

Fund info

Fund house
Tata Mutual Fund
Category
Income
Plan
Option
Dividend
ISIN (Growth)
ISIN (Div re-invest)
Fund code
105922
First price on record
15 Jun 2007 · 125 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.