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MF_119178

Tata Mid Cap Fund - Direct Plan- Growth Option

Equity Scheme - Mid Cap Fund

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End Amount
₹99,482.09
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
18.07%
MF_119178 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
12.60%
Real Annualized Return
Alpha
0.07
Excess Return vs Benchmark
Beta
1.00
Volatility vs Benchmark
Sharpe Ratio
0.71
Risk-Adjusted Return
Sortino Ratio
1.05
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 58% 45% 27%
60 days 62% 29% 17%
90 days 64% 24% 13%
180 days 67% 19% 8%
1Yr 72% 15% 6%
3Yr 75% 10% 3%
5Yr 90% 6% 1%
7Yr 100% 5% 0%
10Yr 100% 6% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Tata Mid Cap Fund - Direct Plan- Growth Option Nifty 50
30 days -30.1% | -69.5% | 28.2% | 245.0% 26.6% | -61.9% | 14.2% | 180.7%
60 days -45.2% | -55.4% | 25.3% | 147.4% -23.0% | -45.3% | 16.7% | 120.0%
90 days -30.7% | -43.3% | 22.8% | 135.1% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -2.7% | -12.8% | 14.6% | 90.6% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 13.4% | 1.1% | 21.3% | 34.8% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 12.8% | 5.1% | 18.4% | 29.5% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 18.6% | 13.1% | 18.4% | 21.8% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 15.4% | 15.1% | 18.4% | 23.1% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 23 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 15, 2013 Dec. 6, 2013 325 days 20% Nifty 50: 12% 10051 8055 10075
Jan. 1, 2014 Feb. 27, 2014 57 days 7% Nifty 50: 5% 10642 9922 10707
July 7, 2014 Aug. 21, 2014 45 days 7% Nifty 50: 4% 15933 14820 15952
Sept. 12, 2014 Oct. 31, 2014 49 days 6% Nifty 50: 4% 17551 16517 17628
Dec. 4, 2014 Dec. 31, 2014 27 days 6% Nifty 50: 6% 19251 18089 19258
April 13, 2015 Aug. 4, 2015 113 days 11% Nifty 50: 10% 22180 19794 22314
Aug. 5, 2015 Aug. 9, 2016 370 days 22% Nifty 50: 18% 22469 17469 22476
Oct. 5, 2016 Feb. 4, 2017 122 days 14% Nifty 50: 9% 23748 20366 23906
May 11, 2017 July 12, 2017 62 days 7% Nifty 50: 1% 27096 25179 27288
Aug. 1, 2017 Sept. 1, 2017 31 days 6% Nifty 50: 4% 27799 26218 27988
Sept. 20, 2017 Oct. 28, 2017 38 days 6% Nifty 50: 4% 28916 27280 29034
Jan. 8, 2018 Jan. 24, 2020 746 days 25% Nifty 50: 6% 32435 24391 32555
Feb. 7, 2020 Nov. 5, 2020 272 days 35% Nifty 50: 37% 33099 21482 33334
Jan. 8, 2021 Feb. 3, 2021 26 days 6% Nifty 50: 5% 40157 37716 40312
March 4, 2021 May 6, 2021 63 days 6% Nifty 50: 5% 43732 41256 43971
Oct. 18, 2021 Dec. 14, 2022 422 days 19% Nifty 50: 16% 56903 46131 56929
Dec. 14, 2022 May 11, 2023 148 days 8% Nifty 50: 9% 56929 52231 57009
Sept. 11, 2023 Nov. 14, 2023 64 days 6% Nifty 50: 6% 71823 67306 72192
March 4, 2024 April 1, 2024 28 days 7% Nifty 50: 3% 83312 77868 84162
July 31, 2024 Sept. 5, 2024 36 days 5% Nifty 50: 4% 103004 97388 103143
Sept. 27, 2024 Jan. 2, 2026 462 days 21% Nifty 50: 15% 104635 82433 105389
Jan. 7, 2026 June 19, 2026 163 days 13% Nifty 50: 14% 105637 91919 105666
Aug. 25, 2026 Oct. 30, 2026 66 days 12% Nifty 50: 9% 110031 96998 99482