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MF_119127

Tata Medium Term Fund- Direct Plan- Growth Option

Debt Scheme - Medium Duration Fund

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End Amount
₹17,971.57
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
6.32%
MF_119127 Return
Benchmark CAGR
13.76%
Nifty 50
Inflation Adj. CAGR
1.14%
Real Annualized Return
Alpha
0.00
Excess Return vs Benchmark
Beta
0.04
Volatility vs Benchmark
Sharpe Ratio
0.07
Risk-Adjusted Return
Sortino Ratio
0.08
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 40% 33% 64%
60 days 36% 27% 40%
90 days 36% 23% 34%
180 days 34% 17% 24%
1Yr 30% 10% 18%
3Yr 15% 1% 7%
5Yr 5% 2% 7%
7Yr 0% 0% 6%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Tata Medium Term Fund- Direct Plan- Growth Option Nifty 50
30 days -0.8% | -21.0% | 7.7% | 32.7% -17.6% | -63.7% | 17.8% | 202.5%
60 days 5.5% | -18.5% | 7.6% | 26.0% 30.1% | -49.9% | 20.6% | 133.9%
90 days 7.5% | -37.4% | 8.0% | 22.1% 46.6% | -41.1% | 17.9% | 112.7%
1 Year 2.6% | -8.6% | 7.4% | 14.1% -1.4% | -18.0% | 13.8% | 59.7%
3 Years 7.5% | 0.6% | 7.4% | 11.4% 15.7% | 1.2% | 12.3% | 19.7%
5 Years 3.3% | 3.3% | 5.0% | 9.1% 13.3% | 2.9% | 13.2% | 18.0%
7 Years 5.1% | 5.2% | 6.2% | 6.9% 13.5% | 7.2% | 12.2% | 14.6%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 2 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
May 27, 2013 Dec. 19, 2013 206 days 6% Nifty 50: 12% 10543 9861 10543
June 3, 2019 Nov. 25, 2020 541 days 15% Nifty 50: 36% 16605 14120 16613