Returns Performance

Lumpsum Returns Performance

One time Investment of ₹5,00,000 calculated using actual historical NAV.

-4.40%
Loss: -₹21,978
₹5,00,000 ₹4,78,022
1 Month
-0.50%
Loss: -₹2,478
₹5,00,000 ₹4,97,522
3 Months
14.41%
Gain: +₹72,027
₹5,00,000 ₹5,72,027
6 Months
6.39%
Gain: +₹31,948
₹5,00,000 ₹5,31,948
1 Year
16.81%
Gain: +₹2,96,484
₹5,00,000 ₹7,96,484
3 Years
12.33%
Gain: +₹3,94,532
₹5,00,000 ₹8,94,532
5 Years
20.44%
Gain: +₹13,39,859
₹5,00,000 ₹18,39,859
7 Years
12.81%
Gain: +₹11,68,752
₹5,00,000 ₹16,68,752
10 Years
—
Insufficient history
15 Years
11.43%
Gain: +₹11,02,549
₹5,00,000 ₹16,02,549
Since Inception
Performance Illustration
  • Lump-sum investment: ₹5,00,000
  • SIP investment: ₹10,000 per month
  • Values are calculated using actual historical NAV based on the selected investment period.
  • Current valuation is based on the latest available NAV.

SIP Performance Illustration

Monthly SIP of ₹10,000 calculated using actual historical NAV.

9.40% XIRR
Gain: +₹54,677
₹3,60,000 ₹4,14,677
36 installments 3 Years
14.85% XIRR
Gain: +₹2,70,117
₹6,00,000 ₹8,70,117
60 installments 5 Years
16.27% XIRR
Gain: +₹16,16,928
₹12,00,000 ₹28,16,928
120 installments 10 Years
—
Insufficient NAV history
15 Years
15.59% XIRR
Gain: +₹18,37,037
₹13,00,000 ₹31,37,037
130 installments Since Inception

XIRR is calculated from the actual dates and values of all SIP cash flows. Illustrations are not return guarantees.

Fund Information

AMC
Tata Mutual Fund
Benchmark
—
Category
Equity
Sub Category
Sectoral/ Thematic
Plan
Growth
Launch Date
—
AUM
—
Expense Ratio
—
Fund Manager
—
Riskometer
—
NAV (as on October 1, 2026)
₹32.1622
Exit Load
Refer to scheme factsheet.

Investment Calculator

Results use this scheme’s actual historical NAV data. They are illustrations, not return guarantees.

NAV History Chart

2652 data points
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