Tata Medium Term Fund -Direct Plan -Growth (Segregated Portfolio 1)
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 17 Jun 2019.
What ₹1 lakh would have become
Based on past returnsThese are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.
Play with a monthly investment
Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.
Vs 62 other funds in Debt Scheme - Medium Duration Fund
Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.
Year by year
Calendar-year returns. 2 of last 4 years were positive.
Price over time
How the per-unit price has moved. Tap a range to zoom in.
Bumpiness & worst drops
The value swings roughly 66% up or down in a typical year. Finance-speak calls this volatility.
A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.
Similar funds you might want to look at
Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.
Head-to-head comparisons
Side-by-side comparisons of Tata Medium Term Fund -Direct Plan -Growth (Segregated Portfolio 1) against other debt funds.
Technical details (for the pros)
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
- 147385
- First price on record
- 17 Jun 2019 · 645 daily prices
About Tata Medium Term Fund -Direct Plan -Growth (Segregated Portfolio 1)
Tata Medium Term Fund -Direct Plan -Growth (Segregated Portfolio 1) is a Debt Scheme - Medium Duration Fund offered by Tata Mutual Fund under the Direct plan with the Growth option. It has approximately 7 years of NAV track record. The fund falls in the debt category — Invests in bonds and loans. Lower returns than equity but much less bumpy — often used for shorter goals.
The current NAV of Tata Medium Term Fund -Direct Plan -Growth (Segregated Portfolio 1) is ₹2.4049 (as of 9 Feb 2022). Historically, it has delivered 187.22% over the last year. Returns are historical and don't predict future performance.
Over the last three years, the fund's prices have moved with 65.9% annualised volatility — a "very high" level of bumpiness; its deepest peak-to-trough fall on record was 41.6%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.
Frequently asked
What is the latest NAV of Tata Medium Term Fund -Direct Plan -Growth (Segregated Portfolio 1)?+
The latest NAV of Tata Medium Term Fund -Direct Plan -Growth (Segregated Portfolio 1) is ₹2.4049 as of 9 Feb 2022, down 0.10% from the previous day. NAV is updated once a business day after the market close.
What are the returns of Tata Medium Term Fund -Direct Plan -Growth (Segregated Portfolio 1)?+
Tata Medium Term Fund -Direct Plan -Growth (Segregated Portfolio 1) has delivered 1-year return 187.22%, since-inception CAGR 22.64%. Returns are historical and don't predict future performance — markets move in cycles.
What category does Tata Medium Term Fund -Direct Plan -Growth (Segregated Portfolio 1) belong to?+
Tata Medium Term Fund -Direct Plan -Growth (Segregated Portfolio 1) is categorised as Debt Scheme - Medium Duration Fund. Invests in bonds and loans. Lower returns than equity but much less bumpy — often used for shorter goals.
How risky is Tata Medium Term Fund -Direct Plan -Growth (Segregated Portfolio 1)?+
Based on its 3-year annualised volatility of 65.9%, Tata Medium Term Fund -Direct Plan -Growth (Segregated Portfolio 1) sits in the "very high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.
Is Tata Medium Term Fund -Direct Plan -Growth (Segregated Portfolio 1) a direct plan?+
Tata Medium Term Fund -Direct Plan -Growth (Segregated Portfolio 1) is a Direct plan (no distributor commission — lower expense ratio) with the Growth option (all returns compound within the fund, no interim payouts).
How old is Tata Medium Term Fund -Direct Plan -Growth (Segregated Portfolio 1)?+
Tata Medium Term Fund -Direct Plan -Growth (Segregated Portfolio 1) has NAV history available from 17 Jun 2019 — approximately 7 years of track record and 645 daily NAV observations.
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.