Overview / Mutual Fund Discovery / Open Ended Schemes ( Debt Scheme - Medium Duration Fund ) / AMFI 101703

Tata Medium Term Fund -Regular Plan - Growth Option

Tata Mutual Fund • Open Ended Schemes ( Debt Scheme - Medium Duration Fund ) • Regular Plan • Growth

Data last synced: 2026-11-10 09:32 (Latest NAV: 2026-11-09)

Latest NAV (2022-09-23)
₹29.7872
AMFI Code / ISIN
101703 / INF277K01717
Category Peer Standing
#35 of 56 ranked peers in Open Ended Schemes ( Debt Scheme - Medium Duration Fund ) by 3Y Sortino
Historical Track
2006-04-03 to 2022-09-23 (3,978 daily observations)
Expense Ratio (TER)
Data unavailable (published only when verified against AMC statutory disclosures)
SEBI Riskometer
Data unavailable

Trailing CAGR, Rolling Returns & Risk Ratios

1Y CAGR
+1.64% p.a.
3Y CAGR
+6.44% p.a.
5Y CAGR
+2.35% p.a.
10Y CAGR
+5.64% p.a.
Since Inception CAGR
+5.72% p.a.
Sortino Ratio (3Y)
-0.04
Sharpe Ratio (3Y)
-0.03
Calmar Ratio
0.43
Annualized Volatility (3Y)
+2.55%
Maximum Drawdown
-15.10%
1Y / 3Y / 5Y Rolling Mean CAGR
+5.94% / +5.87% / +6.35%

Learn Sortino, Sharpe, Calmar & Drawdown in Knowledge Centre Module 3 • Quantitative Methodology

Monthly Portfolio Holdings & Overlap Check

Verified monthly AMC portfolio disclosure holdings are queried on demand for covered schemes and never fabricated. Learn multi-fund portfolio overlap analysis.

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