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

Tata Mid Cap Growth Direct Plan

NAV
₹514.3882
-0.22%
(27 Nov)
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
+14.1%
+12.3%
+7.4%
+6.2%
+3.4%
-3.2%
3Y
+28.9%
+28.0%
+23.2%
+22.4%
+26.6%
+27.1%
5Y
+28.0%
NA
+24.1%
+24.0%
NA
+31.5%
ALL
+21.8%
+27.0%
+20.0%
+16.7%
+26.6%
+23.3%
VOL
16.0%
14.6%
16.2%
-
16.1%
17.6%
TER
0.5%
0.6%
0.6%
-
0.5%
0.7%
AUM
₹9,320 Cr
₹4,075 Cr
₹5,283 Cr
-
₹1,477 Cr
₹37,501 Cr
INFO
1.37
1.85
1.23
-
1.65
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