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Tata Medium Term Fund -Regular Plan - Growth Option

Tata · Medium Duration
Moderate
₹29.79
Current NAV
23 Sep 2022
16.2%
1Y Return
15.2%
3Y CAGR
17.2%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Generates significant excess returns relative to benchmark index (Alpha: 3.62).
  • Well-diversified portfolio aligned with the Medium Duration mandate.
Cons / Risks
  • Higher expense ratio (1.82%) which can affect compounding over long horizons.
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
1.12
Sharpe Ratio
1.02
Beta
3.62
Alpha
1.25
Sortino
Fund Details
Fund House Tata
Category Medium Duration
AUM ₹6670 Cr
Expense Ratio 1.82%
Min SIP ₹500
Min Lumpsum ₹1000
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