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

Tata Mid Cap Growth Direct Plan

NAV
₹506.2927
+2.87%
(3 Feb)
AUM
5,497 Cr
TER
0.61%
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
+15.4%
+12.9%
+12.3%
+10.2%
+6.5%
+6.2%
3Y
+27.6%
+24.0%
+26.6%
+26.7%
+21.6%
+26.3%
5Y
NA
+20.5%
+22.7%
+24.1%
+19.6%
NA
ALL
+23.8%
+19.5%
+20.7%
+21.5%
+15.7%
+23.2%
VOL
14.5%
16.2%
15.9%
16.8%
-
16.2%
TER
0.5%
0.6%
0.5%
0.4%
-
0.6%
AUM
₹4,448 Cr
₹5,497 Cr
₹10,296 Cr
₹13,650 Cr
-
₹1,178 Cr
INFO
1.64
1.20
1.30
1.28
-
1.43
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 Dec
Top holdings
A) Repo
3.8%
UPL Ltd
3.3%
The Federal Bank Ltd
2.9%
Indian Bank
2.8%
Alkem Laboratories Ltd
2.8%
AU Small Finance Bank Ltd
2.7%
UNO Minda Ltd
2.3%
L&T Finance Ltd
2.3%
Max Financial Services Ltd
2.3%
Glenmark Pharmaceuticals Ltd
2.2%
Top industry exposure
Financial Services
21.1%
Healthcare
14.5%
Consumer Cyclical
14.1%
Industrials
13.7%
Basic Materials
11.3%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
32%
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