Overview / Mutual Fund Discovery / Open Ended Schemes ( Debt Scheme - Medium Duration Fund ) / AMFI 147385

Tata Medium Term Fund -Direct Plan -Growth (Segregated Portfolio 1)

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

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

Latest NAV (2022-02-09)
₹2.4049
AMFI Code / ISIN
147385 / INF277K019V9
Category Peer Standing
#26 of 56 ranked peers in Open Ended Schemes ( Debt Scheme - Medium Duration Fund ) by 3Y Sortino
Historical Track
2019-06-17 to 2022-02-09 (645 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
+187.43% p.a.
3Y CAGR
N/A
5Y CAGR
N/A
10Y CAGR
N/A
Since Inception CAGR
+22.64% p.a.
Sortino Ratio (3Y)
0.81
Sharpe Ratio (3Y)
0.15
Calmar Ratio
0.54
Annualized Volatility (3Y)
+107.25%
Maximum Drawdown
-41.59%
1Y / 3Y / 5Y Rolling Mean CAGR
+20.80% / N/A / N/A

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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