Overview / Mutual Fund Discovery / Open Ended Schemes ( Debt Scheme - Medium Duration Fund ) / AMFI 101704

Tata Medium Term Fund B - 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 (2017-10-27)
₹27.9473
AMFI Code / ISIN
101704 / INF277K01733
Category Peer Standing
#18 of 56 ranked peers in Open Ended Schemes ( Debt Scheme - Medium Duration Fund ) by 3Y Sortino
Historical Track
2006-04-03 to 2017-10-27 (2,790 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
+7.69% p.a.
3Y CAGR
+9.60% p.a.
5Y CAGR
+9.85% p.a.
10Y CAGR
+7.97% p.a.
Since Inception CAGR
+7.62% p.a.
Sortino Ratio (3Y)
1.88
Sharpe Ratio (3Y)
1.26
Calmar Ratio
1.48
Annualized Volatility (3Y)
+2.47%
Maximum Drawdown
-6.47%
1Y / 3Y / 5Y Rolling Mean CAGR
+7.77% / +7.71% / +7.73%

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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