debtLow risk

Tata Medium Term Fund- Direct Plan- Growth Option

Invests in bonds and loans. Lower returns than equity but much less bumpy — often used for shorter goals. From Tata Mutual Fund. It's been running since 28 Feb 2013.

Latest price per unit

₹32.7645

▼ 0.14% today

As of 23 Sep 2022 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.03 L

▲ ₹2.6k gain · 2.6% / year

Invested 3 years ago

₹1.24 L

▲ ₹24.0k gain · 7.4% / year

Invested 5 years ago

₹1.18 L

▲ ₹17.6k gain · 3.3% / 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

2.5%

The value swings roughly 3% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-14.97%

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 year2.59%

CAGR — 3 years7.45%

CAGR — 5 years3.30%

CAGR — since launch6.32%

Volatility — 1 year (annualised)1.74%

Volatility — 3 years (annualised)2.54%

Max drawdown — 1 year-1.98%

Max drawdown — 3 years-2.97%

Sharpe ratio — 1 year (rf=6%)-1.92

Sharpe ratio — 3 years (rf=6%)0.58

Fund info

Fund house: Tata Mutual Fund
Category: Debt Scheme - Medium Duration Fund
Plan: Direct
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 119127
First price on record: 28 Feb 2013 · 2,307 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.