Tata Dynamic Bond Fund Direct Growth

Scheme code: INF277K01MV5 NAV value: ₹ 38.2366 NAV date: 23 September, 2022
Fund option: Direct Fund type: Growth
Asset class: Debt Asset category: Dynamic Bond

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year3.666.755.098.99
3 year5.078.897.466.16
5 year6.0410.478.277.42
7 year7.4110.288.667.85

Rolling return for 1 year

- Average return: 5.09% - Median return: 5.04% - Average standard deviation: 0.46

Rolling return for 3 year

- Average return: 7.46% - Median return: 7.48% - Average standard deviation: 0.26

Rolling return for 5 year

- Average return: 8.27% - Median return: 8.39% - Average standard deviation: 0.19

Rolling return for 7 year

- Average return: 8.66% - Median return: 8.86% - Average standard deviation: 0.14

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)
1 year12,00,00012,27,57727,5772.30
3 year36,00,00040,16,9344,16,9343.72
5 year60,00,00072,41,93312,41,9333.84
7 year84,00,0001,10,63,10226,63,1024.01

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,27,577 - Absolute Returns: ₹27,577 - CAGR: 2.3%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹40,16,934 - Absolute Returns: ₹4,16,934 - CAGR: 3.72%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹72,41,933 - Absolute Returns: ₹12,41,933 - CAGR: 3.84%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,10,63,102 - Absolute Returns: ₹26,63,102 - CAGR: 4.01%