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

Tata Mid Cap Growth Direct Plan

NAV
₹509.9612
+0.36%
(5 Dec)
AUM
5,283 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
+8.9%
+7.0%
+3.3%
+3.0%
+1.5%
-6.7%
3Y
+27.6%
+26.5%
+25.6%
+21.9%
+21.0%
+25.8%
5Y
+26.8%
NA
+27.4%
+22.9%
+22.7%
+30.7%
ALL
+21.7%
+26.2%
+22.1%
+19.8%
+16.5%
+23.3%
VOL
15.9%
14.5%
16.8%
16.2%
-
17.6%
TER
0.5%
0.6%
0.4%
0.6%
-
0.7%
AUM
₹9,320 Cr
₹4,075 Cr
₹12,647 Cr
₹5,283 Cr
-
₹37,501 Cr
INFO
1.36
1.81
1.32
1.22
-
1.32
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