Should I invest in Tata Growth Fund - Bonus (Growth)?

We don't give personal investment advice. Tata Growth Fund - Bonus (Growth) is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 22.6%. 5-year CAGR: 24.86%.

Tata

Tata Growth Fund - Bonus (Growth)

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	+0.18%	+0.06%	+0.11	101 / 299	Q2
1W	+1.03%	-3.61%	+4.64	69 / 303	Q1
2W	+0.86%	-4.52%	+5.38	97 / 303	Q2
1M	+5.17%	-5.64%	+10.80	48 / 302	Q1
3M	+3.11%	-4.27%	+7.38	119 / 302	Q2
6M	+7.09%	+1.48%	+5.61	115 / 307	Q2
YTD	+33.42%	-0.18%	+33.60	23 / 309	Q1
1Y	+21.77%	+7.10%	+14.66	83 / 307	Q2
2Y	+15.16%	+2.20%	+12.96	93 / 303	Q2
3Y	+18.79%	+0.76%	+18.03	30 / 264	Q1
4Y	+31.85%	+0.58%	+31.27	2 / 235	Q1
5Y	+24.86%	+0.02%	+24.84	3 / 208	Q1
7Y	+16.48%	+3.12%	+13.36	7 / 130	Q1
10Y	+12.46%	+7.20%	+5.26	14 / 68	Q1
Inception	+14.78%	+0.51%	+14.27	27 / 310	Q1

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
2017 YTD	+33.42%	+29.57%	+3.85	28 / 65
2016	-2.73%	+1.07%	-3.80	61 / 88
2015	+9.77%	-3.94%	+13.71	4 / 99
2014	+83.61%	+34.59%	+49.03	5 / 133
2013	+5.85%	+0.03%	+5.82	40 / 154
2012	+38.51%	+23.57%	+14.94	25 / 190
2011	-22.69%	-23.68%	+0.99	99 / 241
2010	+16.67%	+11.69%	+4.98	83 / 256
2009	+93.68%	+65.86%	+27.82	37 / 238
2008	-60.94%	-52.86%	-8.08	150 / 198
2007	+64.29%	+42.91%	+21.38	25 / 137

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

+21.30%

129 windows

min -61.6% · max 135.5%

71% positive

3-Year rolling

+17.04%

105 windows

min -9.3% · max 40.5%

93% positive

5-Year rolling

+15.19%

81 windows

min 0.6% · max 26.4%

100% positive

7-Year rolling

+15.41%

56 windows

min 6.0% · max 28.1%

100% positive

Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.

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

17.72%

3-year · annualised

Sharpe ratio

0.71

vs risk-free 6.5%

Sortino ratio

1.26

Downside-only deviation

Max drawdown

-22.63%

Aug 2015 → Feb 2016

% positive months

61.1%

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.

Recent NAVs

Date	NAV
27 Oct 2017	₹127.6240
26 Oct 2017	₹127.3971
25 Oct 2017	₹126.9371
24 Oct 2017	₹127.0107
23 Oct 2017	₹126.5934
18 Oct 2017	₹126.3206
17 Oct 2017	₹126.6248
16 Oct 2017	₹126.4170
13 Oct 2017	₹126.5379
12 Oct 2017	₹126.4996

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.

Tata Growth Fund - Bonus (Growth) is a Growth from Tata (Unknown plan, Growth option). Latest NAV isn't currently available in our feed — the AMC publishes it once per business day after market close.

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

Over the trailing 1-year window, Tata Growth Fund - Bonus (Growth) has delivered a absolute return of 21.77% — +14.66 pp ahead of the Growth category average of 7.10%. The fund ranks #83 of 307 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Tata Growth Fund - Bonus (Growth) has delivered a CAGR of 18.79% — +18.03 pp ahead of the Growth category average of 0.76%. The fund ranks #30 of 264 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Tata Growth Fund - Bonus (Growth) has delivered a CAGR of 24.86% — +24.84 pp ahead of the Growth category average of 0.02%. The fund ranks #3 of 208 in its category — the top (Q1) quartile.

₹1 lakh invested in Tata Growth Fund - Bonus (Growth) exactly 10 years ago would be worth approximately ₹323,505 today — a multiplier of 3.24×, based on the 10-year CAGR of 12.46%. The category average over the same window would have grown ₹1 lakh to ₹200,432.

A ₹10,000 monthly SIP in Tata Growth Fund - Bonus (Growth) over the last 5 years — total invested ₹600,000 — would be worth ₹1,132,999 today. That's an XIRR (money-weighted annualised return) of 25.70%.

A ₹10,000 monthly SIP for 10 years in Tata Growth Fund - Bonus (Growth) = ₹1,200,000 invested. It would currently be worth ₹3,559,064 (multiplier 2.97×). XIRR: 20.60%. 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 - Bonus (Growth) ranks #3 out of 208 funds in the Growth category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 0.02%; this fund delivered 24.86%.

The worst peak-to-trough decline Tata Growth Fund - Bonus (Growth) has experienced over the last 5-year window is 22.63% — its NAV fell from a high on 05 Aug 2015 to a low on 29 Feb 2016. 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 - Bonus (Growth) averaged 15.19% (best 26.38%, worst 0.61%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.96 — reasonable risk-adjusted performance.

In calendar year 2016, Tata Growth Fund - Bonus (Growth) returned -2.73% — lagging the Growth category average of 1.07% by 3.80 pp. It ranked #61 of 88 in its category that year.

Tata Growth Fund - Bonus (Growth) doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

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

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 22.6%. 5-year CAGR: 24.86%.

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