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

Tata Mid Cap Growth Direct Plan

NAV
₹492.2260
+0.13%
(21 Aug)
AUM
4,984 Cr
TER
0.64%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
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Compare with other fund
1Y
+16.8%
+6.4%
+5.2%
+4.8%
+0.4%
-0.8%
3Y
+30.4%
+26.9%
+27.1%
+29.8%
+22.0%
+22.1%
5Y
+30.4%
+31.4%
+30.0%
+35.2%
+26.1%
+26.2%
ALL
+22.2%
+22.5%
+21.3%
+24.1%
+16.9%
+20.0%
VOL
16.0%
16.9%
15.8%
17.7%
-
16.3%
TER
0.6%
0.4%
0.7%
0.7%
-
0.6%
AUM
₹7,802 Cr
₹11,027 Cr
₹83,847 Cr
₹33,609 Cr
-
₹4,984 Cr
INFO
1.38
1.33
1.35
1.36
-
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 31st Jul
Top holdings
Max Financial Services Ltd
3.3%
Cash / Net Current Asset
3.0%
Alkem Laboratories Ltd
2.8%
Cummins India Ltd
2.6%
A) Repo
2.6%
AU Small Finance Bank Ltd
2.5%
UPL Ltd
2.4%
Patanjali Foods Ltd
2.4%
Jubilant Foodworks Ltd
2.4%
Lupin Ltd
2.3%
Top industry exposure
Industrials
19.7%
Financial Services
16.3%
Healthcare
14.7%
Consumer Cyclical
13.4%
Basic Materials
13.1%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
31%
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