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

Tata Mid Cap Growth Direct Plan

NAV
₹487.4748
+0.67%
(1 Oct)
AUM
4,946 Cr
TER
0.64%
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
+3.7%
+1.3%
-1.4%
-5.4%
-5.8%
-7.3%
3Y
+28.9%
+26.5%
+26.4%
+21.0%
+21.7%
+26.2%
5Y
+28.7%
NA
+29.5%
+25.3%
+25.1%
+33.3%
ALL
+21.6%
+25.4%
+20.9%
+16.4%
+19.6%
+23.3%
VOL
16.0%
14.8%
15.7%
-
16.3%
17.6%
TER
0.6%
0.4%
0.7%
-
0.6%
0.7%
AUM
₹8,062 Cr
₹3,582 Cr
₹83,105 Cr
-
₹4,946 Cr
₹34,780 Cr
INFO
1.35
1.72
1.33
-
1.21
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 Aug
Top holdings
Max Financial Services Ltd
3.6%
A) Repo
3.1%
Alkem Laboratories Ltd
3.0%
Cummins India Ltd
2.9%
UNO Minda Ltd
2.6%
AU Small Finance Bank Ltd
2.5%
UPL Ltd
2.5%
Indian Bank
2.4%
Cash / Net Current Asset
2.3%
Lupin Ltd
2.3%
Top industry exposure
Industrials
19.2%
Financial Services
16.5%
Healthcare
14.3%
Consumer Cyclical
14.0%
Basic Materials
12.7%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
25%
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