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

Tata Mid Cap Growth Direct Plan

NAV
₹493.8649
+0.03%
(12 Sep)
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
+10.8%
+6.3%
+2.5%
+1.6%
-1.8%
-2.4%
3Y
+28.0%
+26.4%
+25.5%
+28.1%
+20.4%
+21.2%
5Y
+30.2%
NA
+30.4%
+35.6%
+26.6%
+26.4%
ALL
+21.9%
+26.8%
+21.2%
+24.1%
+16.6%
+19.9%
VOL
16.0%
14.9%
15.7%
17.6%
-
16.3%
TER
0.6%
0.4%
0.7%
0.7%
-
0.6%
AUM
₹7,802 Cr
₹3,582 Cr
₹83,847 Cr
₹34,780 Cr
-
₹4,946 Cr
INFO
1.37
1.81
1.35
1.36
-
1.22
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 Jul
Top holdings
Max Financial Services Ltd
3.3%
Cash / Net Current Asset
3.0%
Alkem Laboratories Ltd
2.8%
Cummins India Ltd
2.6%
A) Repo
2.6%
AU Small Finance Bank Ltd
2.5%
UPL Ltd
2.4%
Patanjali Foods Ltd
2.4%
Jubilant Foodworks Ltd
2.4%
Lupin Ltd
2.3%
Top industry exposure
Industrials
19.7%
Financial Services
16.3%
Healthcare
14.7%
Consumer Cyclical
13.4%
Basic Materials
13.1%
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