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Tata Medium Term Fund - Regular Plan - Growth

  • Regular
  • Direct
Category : Medium Duration Fund
Fund House : Tata Mutual Fund
  • Latest (Updated on 30th Jun 2021)
    Crisil Rank
  • (Updated on 31st Mar 2021)
    Crisil Rank
  • (Updated on 31st Mar 2019)
    Crisil Rank
  • (Updated on 31st Dec 2018)
    Crisil Rank
  • (Updated on 30th Sep 2018)
    Crisil Rank

Returns (NAV as on 29th July, 2021)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 22-Jul-21 10012.50 0.12% - 0.11% 7/19
1 Month 29-Jun-21 10065.70 0.66% - 1.37% 9/18
3 Month 29-Apr-21 10178.00 1.78% - 2.33% 7/18
6 Month 29-Jan-21 10272.10 2.72% - 3.59% 9/18
YTD 01-Jan-21 10272.80 2.73% - 0.80% 6/18
1 Year 29-Jul-20 10588.90 5.89% 5.89% 3.66% 9/17
2 Year 29-Jul-19 11776.80 17.77% 8.51% 4.26% 4/16
3 Year 27-Jul-18 10700.50 7.00% 2.28% 5.73% 14/15
5 Year 29-Jul-16 11922.40 19.22% 3.58% 6.11% 14/15
10 Year 29-Jul-11 18314.10 83.14% 6.23% 7.99% 9/9
Since Inception 02-Dec-02 28830.80 188.31% 5.84% 6.75% 12/17

SIP Returns (NAV as on 29th July, 2021)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 29-Jul-20 12000 12386.83 3.22 % 6.05 %
2 Year 29-Jul-19 24000 25997.25 8.32 % 7.9 %
3 Year 27-Jul-18 36000 38638.92 7.33 % 4.65 %
5 Year 29-Jul-16 60000 65372.78 8.95 % 3.39 %
10 Year 29-Jul-11 120000 155461.44 29.55 % 5.06 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund 0.00% 0.66% 1.78% 2.72% 2.76% 5.89% 8.51% 2.28% 3.58%
Nifty 50 0.44% 0.19% 5.93% 15.72% 12.85% 40.84% 18.72% 11.81% 12.80%
Benchmark: CRISIL 10 Year Gilt Index -0.06% -1.00% 0.09% 0.44% 0.56% 2.24% 5.12% 8.74% 6.51%
Category Average 0.00% 1.37% 2.33% 3.59% 0.80% 3.66% 4.26% 5.73% 6.11%
Category Rank 7/16 9/18 7/18 9/18 6/18 9/17 4/16 14/15 14/15
Best in Category 0.07% 14.18% 14.71% 15.99% 15.77% 17.73% 9.85% 9.83% 9.01%
Worst in Category -0.05% 0.36% 0.62% 0.99% -19.89% -20.63% -23.03% -4.36% 0.00%

Best Quarters

Period This Fund Nifty 50 CRISIL 10 Year Gilt Index Category Average
Q4 - 2014 4.82% 4.24% -- 4.29%
Q3 - 2016 4.42% 3.40% 4.82% 4.08%
Q3 - 2016 4.22% 3.40% 4.82% 4.08%

Worst Quarters

Period This Fund Nifty 50 CRISIL 10 Year Gilt Index Category Average
Q2 - 2018 -0.35% 4.36% -1.53% 0.52%
Q2 - 2019 -14.95% 1.68% 4.99% -1.52%
Q2 - 2019 -14.95% 1.68% 4.99% -1.52%

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