Tata Medium Term Fund Direct Growth
Scheme code: INF277K01PI5
NAV value:
₹ 32.7645
NAV date: 23 September, 2022
Fund option: Direct
Fund type: Growth
Asset class: Debt
Asset category: Medium Duration Fund
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|
| 1 year | 2.31 | 7.87 | 5.07 | 7.8 |
| 3 year | -0.38 | 8.09 | 2.78 | 6.13 |
| 5 year | 3.08 | 9.89 | 5.73 | 6.62 |
| 7 year | 4.96 | 7.34 | 6.09 | 7.32 |
Rolling return for 1 year
- Average return: 5.07% - Median return: 5.51% - Average standard deviation: 0.56Rolling return for 3 year
- Average return: 2.78% - Median return: 2.62% - Average standard deviation: 0.32Rolling return for 5 year
- Average return: 5.73% - Median return: 4.99% - Average standard deviation: 0.21Rolling return for 7 year
- Average return: 6.09% - Median return: 6.25% - Average standard deviation: 0.13SIP 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 year | 12,00,000 | 12,23,164 | 23,164 | 1.94 |
| 3 year | 36,00,000 | 37,98,726 | 1,98,726 | 1.81 |
| 5 year | 60,00,000 | 67,49,551 | 7,49,551 | 2.38 |
| 7 year | 84,00,000 | 98,77,491 | 14,77,491 | 2.34 |