OriginFunds
Tata Mutual Fund

Tata Medium Term Fund- Direct Plan- Growth Option

Open Ended Schemes(Debt Scheme - Medium Duration Fund)ISIN INF277K01PI5
NAV · 23-Sep-2022
32.7645
1M
-0.07%
6M
+0.77%
1Y (CAGR)
+2.59%
3Y (CAGR)
+7.47%
5Y (CAGR)
+3.30%
Since inception (CAGR)
+Infinity%

NAV history

27.8429.6831.5124-09-201923-09-202232.76
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Risk & SIP analytics

Q1 · TOP · 3Y in category
Volatility (3y)
2.54%
Downside dev (3y)
2.20%
Max drawdown (3y)
-3.0%
Sharpe (3y)
0.38
SIP XIRR (3y)
+5.53%
SIP XIRR (5y)
+4.33%
Calendar-year returns
2016 +12.7%2017 +5.6%2018 +6.1%2019 -8.7%2020 +12.4%2021 +6.0%

Fund facts

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