Tata Mid Cap Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹5,000

Tata Mid Cap Growth Direct Plan

NAV
₹492.7535
+0.93%
(29 Jul)
AUM
4,985 Cr
TER
0.65%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+14.7%
+3.6%
+3.3%
+2.8%
-0.2%
-2.7%
3Y
+30.9%
+28.9%
+30.9%
+27.9%
+23.1%
+23.5%
5Y
+31.4%
+32.5%
+36.4%
+32.3%
+28.1%
+28.1%
ALL
+22.0%
+21.3%
+23.9%
+19.0%
+17.3%
+20.0%
VOL
16.1%
15.8%
17.7%
16.9%
-
16.4%
TER
0.6%
0.8%
0.7%
0.7%
-
0.7%
AUM
₹7,406 Cr
₹84,061 Cr
₹33,053 Cr
₹39,066 Cr
-
₹4,985 Cr
INFO
1.37
1.35
1.35
1.12
-
1.22
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Tata Mid Cap (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Jun
Top holdings
Max Financial Services Ltd
4.1%
A) Repo
3.7%
AU Small Finance Bank Ltd
2.8%
Alkem Laboratories Ltd
2.7%
Jubilant Foodworks Ltd
2.5%
Cummins India Ltd
2.5%
ICICI Lombard General Insurance Co Ltd
2.5%
Lupin Ltd
2.3%
Aurobindo Pharma Ltd
2.3%
Bharti Hexacom Ltd
2.3%
Top industry exposure
Industrials
20.0%
Financial Services
17.1%
Healthcare
14.3%
Consumer Cyclical
12.9%
Basic Materials
12.4%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
32%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
To provide income distribution and / or medium to long term capital gains. Investments would be focused towards mid-cap stocks.
Fund manager(s)
Satish Mishra

FAQs