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Tata Mutual FundIncomeGrowth

Tata Medium Term Fund B - Growth Option

Scheme code #101704 · Open Ended Schemes

₹27.9473
Latest NAV
27-10-2017
-0.03%
Day change
₹27.9569
52-week high
₹25.9245
52-week low
NAV history
Returns
1 month0.37%
3 months0.97%
6 months4.43%
1 year (absolute)7.69%
3 years (absolute)31.68%
5 years (absolute)60.03%
1Y CAGR7.69%
3Y CAGR9.60%
5Y CAGR9.85%
Since inception CAGR7.62%
Risk metrics
Volatility (1Y, annualized σ)3.04%
Volatility (3Y, annualized σ)2.48%
Max drawdown (1Y)-2.68%
Max drawdown (3Y)-2.68%
Max drawdown (all time)-6.47%
Sharpe ratio (1Y, rf=6%)0.56
Sharpe ratio (3Y, rf=6%)1.44
Scheme metadata
Fund houseTata Mutual Fund
Scheme typeOpen Ended Schemes
Scheme categoryIncome
Plan—
OptionGrowth
ISIN (Growth)—
ISIN (Div reinvest)—
AMC codeT
Scheme code101704
Earliest NAV date03-04-2006
Total NAV observations2,789
History last refreshed2026-08-30 12:56:55 UTC

Returns and risk metrics are computed from the stored NAV series (daily observations, risk-free rate 6% for Sharpe). This is descriptive analytics, not investment advice.