OriginFunds
Tata Mutual Fund

Tata Medium Term Fund -Regular Plan - Growth Option

Open Ended Schemes(Debt Scheme - Medium Duration Fund)ISIN INF277K01717
NAV · 23-Sep-2022
29.7872
1M
-0.14%
6M
+0.30%
1Y (CAGR)
+1.64%
3Y (CAGR)
+6.46%
5Y (CAGR)
+2.35%
Since inception (CAGR)
+5.72%

NAV history

25.8527.3328.8124-09-201923-09-202229.79
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Risk & SIP analytics

Q2 · 3Y in category
Volatility (3y)
2.53%
Downside dev (3y)
2.14%
Max drawdown (3y)
-3.0%
Sharpe (3y)
-0.02
SIP XIRR (3y)
+4.53%
SIP XIRR (5y)
+3.36%
Calendar-year returns
2016 +11.4%2017 +4.7%2018 +5.2%2019 -9.6%2020 +11.4%2021 +5.0%

Fund facts

Launch date01-Jan-2013
Min lumpsum5000
AMCTata Asset Management Limited