Overview / Mutual Fund Discovery / Open Ended Schemes ( Equity Scheme - Mid Cap Fund ) / AMFI 102329

Tata Mid Cap Growth Fund Regular Plan - Bonus (Growth)

Tata Mutual Fund • Open Ended Schemes ( Equity Scheme - Mid Cap Fund ) • Regular Plan • Bonus

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

Latest NAV (2017-10-27)
₹127.6240
AMFI Code / ISIN
102329 / INF277K01634
Category Peer Standing
#10 of 101 ranked peers in Open Ended Schemes ( Equity Scheme - Mid Cap Fund ) by 3Y Sortino
Historical Track
2006-04-03 to 2017-10-27 (2,848 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
+21.78% p.a.
3Y CAGR
+18.93% p.a.
5Y CAGR
+24.71% p.a.
10Y CAGR
+12.68% p.a.
Since Inception CAGR
+14.79% p.a.
Sortino Ratio (3Y)
1.08
Sharpe Ratio (3Y)
0.81
Calmar Ratio
0.28
Annualized Volatility (3Y)
+15.31%
Maximum Drawdown
-67.53%
1Y / 3Y / 5Y Rolling Mean CAGR
+21.09% / +17.14% / +15.05%

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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