otherHigh risk

Tata Mid Cap Growth Fund - Direct Plan Bonus(Growth)

A specialised fund. Check the scheme details for what it invests in. From Tata Mutual Fund. It's been running since 12 Aug 2014.

Latest price per unit

₹130.4191

▲ 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

₹1.23 L

▲ ₹22.7k gain · 22.7% / year

Invested 3 years ago

₹1.73 L

▲ ₹72.6k gain · 20.0% / 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

-22.26%

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 year22.67%

CAGR — 3 years19.95%

CAGR — 5 years—

CAGR — since launch22.54%

Volatility — 1 year (annualised)14.56%

Volatility — 3 years (annualised)15.37%

Max drawdown — 1 year-14.16%

Max drawdown — 3 years-22.26%

Sharpe ratio — 1 year (rf=6%)1.02

Sharpe ratio — 3 years (rf=6%)0.54

Fund info

Fund house: Tata Mutual Fund
Category: Income
Plan: Direct
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 119182
First price on record: 12 Aug 2014 · 759 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.