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
₹478.7012
-1.87%
(20 Dec)
AUM
4,444 Cr
TER
0.66%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
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Compare with other fund
1Y
+61.4%
+46.6%
+44.3%
+32.4%
+31.5%
+26.5%
3Y
+38.5%
+28.8%
+29.0%
+23.9%
+30.0%
+23.1%
5Y
+35.5%
+27.7%
+33.0%
+26.6%
+30.4%
+26.9%
ALL
+26.7%
+22.1%
+23.9%
+19.0%
+22.4%
+21.1%
VOL
17.6%
15.5%
16.8%
-
15.7%
16.3%
TER
0.5%
0.7%
0.4%
-
0.7%
0.7%
AUM
₹22,898 Cr
₹11,912 Cr
₹8,280 Cr
-
₹76,061 Cr
₹4,444 Cr
INFO
1.52
1.43
1.42
-
1.42
1.29
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 31st Oct
Top holdings
Max Financial Services Ltd
3.8%
A) Repo
3.4%
Alkem Laboratories Ltd
3.3%
Aurobindo Pharma Ltd
3.1%
Muthoot Finance Ltd
3.0%
Cummins India Ltd
2.9%
PI Industries Ltd
2.5%
Lupin Ltd
2.5%
Thermax Ltd
2.4%
Mphasis Ltd
2.3%
Top industry exposure
Industrials
25.7%
Financial Services
18.1%
Healthcare
13.1%
Basic Materials
9.9%
Consumer Cyclical
9.6%
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. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.
Fund manager(s)
Satish Mishra

FAQs