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Tata Medium Term Fund - Regular (G) Income Funds
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Plan: OPEN | Option: Growth | Abhisek Sonthalia

15 Jan 21 | 12:00 AM

28.11 -0.02 (-0.07%)

  • Outperforms

    11.30%

    Return (1Y)

    beaten Income Funds by 5.19%

  • Less Volatile

    0.24%

    Standard Deviation (1Y)

    Lower than Income Funds by -0.29%

  • Consistent

    11/12

    Months

    Has beaten Income Funds

  • Value research rating

Scheme Trivia

  • Tata Income Plus - Regualr (G) fund has been given the 10th best Risk adjusted performance for the past 5Y in the Income Funds category

  • Tata Income Plus - Regualr (G) fund has been given the 10th best Risk adjusted performance for the past 3Y in the Income Funds category

  • Tata Income Plus - Regualr (G) fund has been given the 10th best Risk adjusted performance for the past 1Y in the Income Funds category

Critical Parameters

Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.

Returns

In last 1 year Tata Medium Term Fund - Regular (G), has beaten its benchmark, Income Funds by 5.19% (CAGR difference)

11.30%

Outperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

18 Jan 2020

Risk

In last 1 year , the volatility of Tata Medium Term Fund - Regular (G),is Lower than its benchmark, Income Funds by -0.29%

0.24%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 11 out of Last 12 Months, i.e 91.67% of the times It has beaten its benchmark, Income Funds

Consistency Meter

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