Tata Medium Term Fund

Medium DurationDebt

NAV · Direct-Growth

₹32.76-0.04-0.14%

As of 23 Sept 2022 · AMFI

NAV growth+2.6%

Sep ’21Sep ’22

Arthkar verdictSolid on the numbers

Consistency

Strong

positive in 7 of 8 years

Go deeper on Tata Medium Term Fund

Two data-only views, computed from this fund's real NAV history — no projections.

Tata Medium Term Fund SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Tata Medium Term Fund real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Tata Medium Term Fund is a Medium Duration scheme from Tata. Worst historical drawdown: -15% in Jun 2019, recovered in 18 months.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF277K01PI5

NAV (Direct-Growth)

₹32.7645

Last 1Y

+2.59%

Sept 21Min ₹31.89 · Max ₹32.95 · 244 ptsSept 22

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Jun 2019

-15.0%

Peak ₹30.27 on 3 Jun 2019 → trough ₹25.74 on 17 Jun 2019 (0 months down).

Recovered in 18 months· 25 Nov 2020

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

Available plans & options

PlanOptionFull nameISIN

Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.

Enrichment pending for this scheme

Detailed performance, risk and holdings data will appear within 30 days. Our enrichment cron processes new schemes monthly. The latest NAV from AMFI is already accurate above.

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