Tata Medium Term Fund- — Rolling Returns & Performance Analysis
Tata Medium Term Fund- (Direct Plan) is an Equity Fund from Tata Mutual Fund — a fund that invests primarily in stocks for long-term growth. This page analyses its rolling returns, long-term performance and return consistency using its full NAV history (AMFI scheme code 119127).
Most sites show Tata Medium Term Fund-'s return for a single hand-picked period, which can make almost any fund look good or bad depending on the dates chosen. This tool instead tests Tata Medium Term Fund- across every possible entry date, so you can see how it would have performed no matter when you invested — the honest way to judge an equity fund.
Tata Medium Term Fund- rolling returns explained
Each point on the chart is Tata Medium Term Fund-'s annualised CAGR for a holding period (1M to 10Y) ending on that date. The statistics show the best, worst, median and average return, plus how often the fund ended positive — a direct measure of consistency.
Frequently asked questions
What are the rolling returns of Tata Medium Term Fund-?
Rolling returns for Tata Medium Term Fund- measure its annualised return (CAGR) for every possible entry date across its history — not just one flattering period. The interactive chart shows its 1-year, 3-year, 5-year, 7-year and 10-year rolling returns, with the best, worst, median and average outcome for each window.
Is Tata Medium Term Fund- a consistent performer?
Judge consistency by the share of positive periods and the gap between the best and worst rolling return. A high share of positive periods and a narrow range mean Tata Medium Term Fund- delivered more reliably regardless of when you invested.
What is the 5-year return of Tata Medium Term Fund-?
Rather than one 5-year number that depends on the start date, this tool shows the full range of 5-year returns Tata Medium Term Fund- has delivered across every historical starting point — its best, worst, median and average 5-year CAGR.
How is Tata Medium Term Fund-'s performance calculated?
Returns are computed from Tata Medium Term Fund-'s official daily NAV history from AMFI via mfapi.in. Windows of one year or more show annualised CAGR; 1-month, 3-month and 6-month windows show absolute return.