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

Tata Mid Cap Growth Fund Growth Direct Plan

NAV
₹453.7999
+1.18%
(4 Feb)
AUM
4,529 Cr
TER
0.66%
Risk
Very High Risk
Rating
Insights
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Compare with other fund
1Y
+32.6%
+21.9%
+15.2%
+14.6%
+13.7%
+11.1%
3Y
+29.2%
+23.4%
+22.5%
+19.3%
+24.5%
+18.9%
5Y
+29.3%
+28.4%
+26.7%
+23.2%
+27.0%
+23.2%
ALL
+24.5%
+22.4%
+18.8%
+18.4%
+21.2%
+20.0%
VOL
17.7%
16.9%
16.8%
-
15.8%
16.4%
TER
0.7%
0.4%
0.8%
-
0.8%
0.7%
AUM
₹26,421 Cr
₹8,666 Cr
₹35,278 Cr
-
₹77,967 Cr
₹4,529 Cr
INFO
1.38
1.33
1.12
-
1.35
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 Growth Fund (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 Nov
Top holdings
Max Financial Services Ltd
3.3%
Alkem Laboratories Ltd
3.1%
Muthoot Finance Ltd
3.0%
Cummins India Ltd
2.9%
Aurobindo Pharma Ltd
2.8%
UNO Minda Ltd
2.3%
Mphasis Ltd
2.3%
Jubilant Foodworks Ltd
2.3%
Lupin Ltd
2.3%
PI Industries Ltd
2.3%
Top industry exposure
Industrials
25.2%
Financial Services
18.5%
Healthcare
13.0%
Consumer Cyclical
10.5%
Basic Materials
9.7%
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