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

Tata Mid Cap Growth Direct Plan

NAV
₹503.0572
-0.12%
(10 Dec)
AUM
5,420 Cr
TER
0.62%
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
+6.2%
+4.7%
+4.3%
+2.0%
+1.1%
-0.6%
3Y
+27.6%
+25.5%
+26.4%
+22.1%
+25.7%
+21.0%
5Y
+26.5%
+26.5%
NA
+22.4%
+27.1%
+22.3%
ALL
+21.6%
+21.1%
+25.7%
+19.7%
+22.0%
+16.4%
VOL
15.9%
15.6%
14.5%
16.2%
16.8%
-
TER
0.5%
0.7%
0.6%
0.6%
0.4%
-
AUM
₹9,320 Cr
₹89,383 Cr
₹4,075 Cr
₹5,420 Cr
₹12,647 Cr
-
INFO
1.35
1.35
1.77
1.21
1.31
-
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 Oct
Top holdings
Cummins India Ltd
3.0%
Indian Bank
3.0%
Alkem Laboratories Ltd
2.9%
AU Small Finance Bank Ltd
2.8%
A) Repo
2.5%
The Federal Bank Ltd
2.4%
UNO Minda Ltd
2.3%
UPL Ltd
2.3%
L&T Finance Ltd
2.3%
ICICI Lombard General Insurance Co Ltd
2.3%
Top industry exposure
Industrials
18.8%
Financial Services
18.4%
Healthcare
14.7%
Consumer Cyclical
12.9%
Basic Materials
11.9%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
23%
Lock-in period
-
Exit load
• 0.5% for redemption within 30 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