Tata Medium Term Fund Direct Growth
Scheme code: INF277K01PI5
NAV value:
₹ 32.7645
NAV date: 23 September, 2022
TER: 0.00%
Fund option: Direct
Fund type: Growth
Asset class: Debt
Asset category: Medium Duration Fund
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -10.11 | 15.31 | 7.43 | 6.67 | 8.07 |
| 3 year | -0.13 | 12.41 | 7.45 | 5.93 | 6.96 |
| 5 year | 3.13 | 9.64 | 5.00 | 5.71 | 6.31 |
| 7 year | 5.13 | 7.30 | 6.26 | 6.10 | 6.54 |
SIP rolling returns
Summary
If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.| Duration | Invested amount | Final value | Return | CAGR (%) |
|---|
SIP return for 1 year
- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,38,154 - Absolute Returns: ₹38,154 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹39,35,328 - Absolute Returns: ₹3,35,328 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹67,09,550 - Absolute Returns: ₹7,09,550 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹99,15,629 - Absolute Returns: ₹15,15,629 - CAGR: %Drawdown Metrics
Max Drawdown
-14.97 %
Drawdown Duration
0 months
Recovery Time
18 months
Avg Drawdown
-1.58 %
Calmar Ratio by Duration
1
Y
0.4456
3
Y
0.3961
5
Y
0.3814
7
Y
0.4075