Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-0.32%
1 Month-0.14%
3 Months+1.65%
6 Months+0.30%
1 Year+1.64%
3 Years (CAGR)+6.45%
5 Years (CAGR)+2.36%
10 Years (CAGR)+5.64%
Since Inception (Apr 2006)+5.72%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP+1.81%
3 Year SIP+4.60%
5 Year SIP+3.24%
Since Inception (Apr 2006)+5.33%
Fund Details
Fund HouseTata Mutual Fund
CategoryMedium Duration
Plan Typeregular
Optiongrowth
Min SIP₹500
Min Lumpsum₹1,000
Launch Date03 Apr 2006
AMFI Code101703
Risk Metrics
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Sharpe Ratio
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Alpha
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Beta
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Sortino
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Std Dev
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Max Drawdown
Performance Comparison
Performance Comparison
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Investment Objective
Tata Medium Term Fund -Regular Plan - Growth Option by Tata Mutual Fund is a Medium Duration fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Medium Duration category.
About This Fund
Tata Medium Term Fund -Regular Plan - Growth Option is a Medium Duration mutual fund offered by Tata Mutual Fund. The fund has been operational for over 20 years.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations