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

Tata Mutual FundDebt Scheme - Medium Duration FundOpen Ended Schemes

The latest NAV of Tata Medium Term Fund -Direct Plan -Growth (Segregated Portfolio 1) is 2.4049 as of 09-02-2022. It has delivered +187.22% over 1 year and +29.84% (CAGR) over 3 years. Explore the full NAV history, 1Y/3Y/5Y returns and a ₹10,000 monthly SIP simulation below.

Current NAV
2.4049
09-02-2022
Day Change
-0.10%
-0.0024
1Y Return
+187.2%
CAGR
3Y Return
+29.8%
CAGR

NAV History

Returns

PeriodReturnType
1 Month+0.64%Absolute
3 Months+0.08%Absolute
6 Months+187.22%Absolute
1 Year+187.22%CAGR
3 Years+29.84%CAGR
5 Years+16.96%CAGR
Since Inception+35.87%CAGR

SIP Performance

Based on monthly SIP of ₹10,000

Invested
3.00 L
2.5 years
Current Value
7.00 L
+4.00 L returns
Invested (43%)Returns (57%)
Approx. XIRR
+40.3%
annualized

Scheme Information

Fund HouseTata Mutual Fund
Scheme TypeOpen Ended Schemes
CategoryDebt Scheme - Medium Duration Fund
Scheme Code147385
Latest NAV₹2.4049
NAV Date09-02-2022
Data Points645 days (~2.6 years)

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