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
₹423.0634
+0.73%
(22 Apr)
AUM
3,348 Cr
TER
0.79%
Risk
Very High Risk
Rating
Insights
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Compare with other fund
1Y
+68.6%
+62.7%
+61.5%
+56.3%
+55.6%
+51.1%
3Y
+38.2%
+31.0%
+39.0%
+26.4%
+31.1%
+25.1%
5Y
+32.7%
+26.6%
+27.7%
+23.9%
+24.2%
+22.0%
ALL
+20.1%
+20.1%
+24.4%
+20.9%
+21.7%
+17.7%
VOL
15.0%
17.0%
17.5%
16.2%
15.7%
-
TER
0.7%
0.5%
0.6%
0.8%
0.8%
-
AUM
₹5,873 Cr
₹2,202 Cr
₹8,987 Cr
₹3,348 Cr
₹60,418 Cr
-
INFO
1.34
1.19
1.39
1.29
1.39
-
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 Mar
Top holdings
Thermax Ltd
3.7%
Cummins India Ltd
3.4%
Aurobindo Pharma Ltd
3.3%
Bharat Heavy Electricals Ltd
3.1%
PI Industries Ltd
2.9%
CreditAccess Grameen Ltd Ordinary Shares
2.6%
AIA Engineering Ltd
2.6%
Lupin Ltd
2.4%
Bharat Electronics Ltd
2.4%
Kajaria Ceramics Ltd
2.4%
Top industry exposure
Industrials
35.3%
Financial Services
16.3%
Healthcare
10.6%
Basic Materials
9.9%
Consumer Cyclical
9.1%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
38%
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