Should I invest in Tata Growth Fund?

We don't give personal investment advice. Tata Growth Fund - Growth is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 21.6%. 5-year CAGR: 15.76%.

Tata

Tata Growth Fund - Growth

Latest NAV

₹435.2396

As of

8 Jun 2026

4,967 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.11%	+0.03%	+0.08	10 / 27	Q2
1W	-1.30%	-0.84%	-0.46	23 / 27	Q4
2W	-1.10%	-1.21%	+0.11	14 / 27	Q3
1M	-2.09%	-2.11%	+0.02	21 / 27	Q4
3M	+2.06%	+4.18%	-2.11	25 / 27	Q4
6M	-1.29%	-1.05%	-0.24	16 / 27	Q3
YTD	-2.59%	-1.86%	-0.72	17 / 27	Q3
1Y	+4.90%	+0.08%	+4.82	7 / 27	Q2
2Y	+5.11%	+4.16%	+0.95	10 / 27	Q2
3Y	+17.75%	+16.22%	+1.53	10 / 27	Q2
4Y	+18.39%	+16.73%	+1.66	10 / 27	Q2
5Y	+15.76%	+14.24%	+1.53	11 / 27	Q2
7Y	+17.92%	+16.11%	+1.82	10 / 27	Q2
10Y	+16.04%	+13.11%	+2.93	9 / 27	Q2
Inception	+14.29%	+10.89%	+3.39	8 / 27	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-2.59%	-1.86%	-0.72	17 / 27
2025	+5.45%	+0.65%	+4.80	4 / 27
2024	+22.22%	+23.63%	-1.41	14 / 27
2023	+40.44%	+35.07%	+5.38	5 / 27
2022	+0.60%	+2.50%	-1.89	16 / 27
2021	+38.99%	+38.76%	+0.22	14 / 27
2020	+23.86%	+20.23%	+3.63	10 / 27
2019	+6.92%	-0.75%	+7.67	2 / 27
2018	-12.80%	-14.09%	+1.29	12 / 27
2017	+48.01%	+36.02%	+11.99	1 / 27
2016	-2.73%	+0.99%	-3.72	19 / 27

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+19.52%

234 windows

min -60.0% · max 116.0%

75% positive

3-Year rolling

+16.31%

210 windows

min -12.7% · max 39.3%

95% positive

5-Year rolling

+16.28%

185 windows

min -0.3% · max 28.5%

99% positive

7-Year rolling

+16.17%

161 windows

min 5.1% · max 27.6%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

14.86%

3-year · annualised

Sharpe ratio

0.74

vs risk-free 6.5%

Sortino ratio

1.39

Downside-only deviation

Max drawdown

-21.62%

Sep 2024 → Feb 2025

% positive months

66.7%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Mid Cap Fund

Scheme	Fund house	NAV	As of
HDFC MID-CAP OPPORTUNITIES FUND - Dividend Option	HDFC	₹49.3920	8 Jun 2026
SBI Magnum MIDCAP FUND - DIVIDEND	SBI	₹93.7251	8 Jun 2026
ICICI Prudential Emerging Star Fund-Dividend	ICICI Prudential	₹42.0400	8 Jun 2026
Franklin India Prima Fund-Dividend	Franklin Templeton	₹89.1331	8 Jun 2026
Kotak Emerging Equity Scheme - Dividend	Kotak Mahindra	₹75.3280	8 Jun 2026
UTI Mid Cap Fund-Growth Option	UTI	₹293.4262	8 Jun 2026
Birla Sun Life MIDCAP Fund-Plan A (Dividend)	Birla Sun Life	₹55.2000	8 Jun 2026
Escorts Opportunities Fund-Dividend	Escorts	₹76.0348	8 Jun 2026
Reliance Growth Fund-Dividend Plan-(D)	Reliance	₹115.2300	8 Jun 2026
Religare Mid Cap Fund - Dividend Option	Religare	₹56.3700	8 Jun 2026

Recent NAVs

Date	NAV
8 Jun 2026	₹435.2396
5 Jun 2026	₹440.6632
4 Jun 2026	₹440.1936
3 Jun 2026	₹440.2035
2 Jun 2026	₹441.2835
1 Jun 2026	₹440.3846
29 May 2026	₹446.4555
27 May 2026	₹451.3743
26 May 2026	₹451.1561
25 May 2026	₹450.6206

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 08 Jun 2026, the NAV of Tata Growth Fund - Growth is ₹435.2396. It's a Mid Cap Fund from Tata, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Tata Growth Fund - Growth has NAV history starting from 03 Apr 2006, a track record of about 20 years 2 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Tata Growth Fund - Growth is managed by Tata. It's classified by AMFI under the 'Mid Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Tata Growth Fund - Growth has delivered a absolute return of 4.90% — +4.82 pp ahead of the Mid Cap Fund category average of 0.08%. The fund ranks #7 of 27 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Tata Growth Fund - Growth has delivered a CAGR of 17.75% — +1.53 pp ahead of the Mid Cap Fund category average of 16.22%. The fund ranks #10 of 27 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Tata Growth Fund - Growth has delivered a CAGR of 15.76% — +1.53 pp ahead of the Mid Cap Fund category average of 14.24%. The fund ranks #11 of 27 in its category — the second (Q2) quartile.

₹1 lakh invested in Tata Growth Fund - Growth exactly 10 years ago would be worth approximately ₹442,644 today — a multiplier of 4.43×, based on the 10-year CAGR of 16.04%. The category average over the same window would have grown ₹1 lakh to ₹342,688.

A ₹10,000 monthly SIP in Tata Growth Fund - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹853,286 today. That's an XIRR (money-weighted annualised return) of 14.05%.

A ₹10,000 monthly SIP for 10 years in Tata Growth Fund - Growth = ₹1,200,000 invested. It would currently be worth ₹2,854,874 (multiplier 2.38×). XIRR: 16.52%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Tata Growth Fund - Growth ranks #11 out of 27 funds in the Mid Cap Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 14.24%; this fund delivered 15.76%.

The worst peak-to-trough decline Tata Growth Fund - Growth has experienced over the last 5-year window is 21.62% — its NAV fell from a high on 27 Sep 2024 to a low on 28 Feb 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Tata Growth Fund - Growth averaged 16.28% (best 28.45%, worst -0.28%). 99% of rolling windows ended positive. The 5-year Sharpe ratio is 0.63 — reasonable risk-adjusted performance.

In calendar year 2025, Tata Growth Fund - Growth returned 5.45% — beating the Mid Cap Fund category average of 0.65% by 4.80 pp. It ranked #4 of 27 in its category that year.

Tata Growth Fund - Growth is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Tata Growth Fund - Growth is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 21.6%. 5-year CAGR: 15.76%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.