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Tata Medium Term Fund- Direct Plan- Growth Option

Tata · Medium Duration
Moderate
₹32.76
Current NAV
23 Sep 2022
2.6%
1Y Return
7.5%
3Y CAGR
3.3%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.81%.
  • Generates significant excess returns relative to benchmark index (Alpha: 4.11).
  • Well-diversified portfolio aligned with the Medium Duration mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
0.61
Sharpe Ratio
1.11
Beta
4.11
Alpha
0.74
Sortino
Fund Details
Fund House Tata
Category Medium Duration
AUM ₹6660 Cr
Expense Ratio 0.81%
Min SIP ₹500
Min Lumpsum ₹1000
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