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

Tata Mid Cap Growth Direct Plan

NAV
₹472.0624
-2.48%
(13 Mar)
AUM
5,505 Cr
TER
0.64%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+19.0%
+18.3%
+17.8%
+17.7%
+13.8%
+11.4%
3Y
+25.4%
+25.6%
+25.9%
+26.1%
+21.2%
+20.3%
5Y
+21.6%
+21.3%
+20.4%
NA
+17.1%
+16.4%
ALL
+18.0%
+21.2%
+20.3%
+21.2%
+18.7%
+14.9%
VOL
16.8%
16.8%
16.0%
14.6%
16.2%
-
TER
0.7%
0.4%
0.5%
0.5%
0.6%
-
AUM
₹43,983 Cr
₹14,355 Cr
₹10,772 Cr
₹4,695 Cr
₹5,505 Cr
-
INFO
1.08
1.26
1.27
1.46
1.15
-
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 Jan
Top holdings
B) Repo
4.7%
ICICI BANK LTD.^
3.6%
The Federal Bank Ltd
3.2%
Indian Bank
3.1%
UPL Ltd
3.0%
AU Small Finance Bank Ltd
2.8%
Max Financial Services Ltd
2.3%
Glenmark Pharmaceuticals Ltd
2.3%
UNO Minda Ltd
2.2%
L&T Finance Ltd
2.1%
Top industry exposure
Financial Services
20.6%
Industrials
13.8%
Consumer Cyclical
13.4%
Healthcare
13.1%
Basic Materials
11.4%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
31%
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