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Tata Mid Cap Growth Fund IDCW Reinvest Direct Plan
Equity
Mid Cap Fund
Tata Mid Cap Growth Fund IDCW Reinvest Direct Plan
SIP amount
₹
Min. ₹100
Lumpsum amount
₹
Min. ₹5,000
Invest now
Add to cart
Tata Mid Cap Growth Fund IDCW Reinvest Direct Plan
NAV
₹156.8186
+0.51%
(4 Jun)
AUM
4,505 Cr
TER
0.67%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback
here.
Compare with other fund
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Category Average
HDFC Mid Cap Opportuni...
HDFC Mid Cap Opportuni...
Tata Mid Cap Growth Fu...
1Y
+20.4%
+20.4%
+15.9%
+13.6%
+13.6%
+1.1%
3Y
+31.9%
+31.9%
+25.1%
+29.8%
+29.8%
+24.2%
5Y
+37.2%
+37.2%
+30.2%
+34.1%
+34.1%
+28.6%
ALL
+23.3%
+23.3%
+17.9%
+21.2%
+21.2%
+19.8%
VOL
19.6%
19.6%
-
17.4%
17.4%
16.7%
TER
0.7%
0.7%
-
0.8%
0.8%
0.7%
AUM
₹27,780 Cr
₹27,780 Cr
-
₹74,910 Cr
₹74,910 Cr
₹4,505 Cr
INFO
1.19
1.19
-
1.21
1.21
1.19
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 IDCW Reinvest (DR)
₹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 30th Apr
Top holdings
A) Repo
6.4%
Max Financial Services Ltd
3.8%
Alkem Laboratories Ltd
3.1%
Jubilant Foodworks Ltd
2.9%
Lupin Ltd
2.8%
Aurobindo Pharma Ltd
2.7%
AU Small Finance Bank Ltd
2.6%
ICICI Lombard General Insurance Co Ltd
2.5%
Cummins India Ltd
2.4%
Cash / Net Current Asset
2.3%
Top industry exposure
Industrials
18.8%
Financial Services
17.6%
Healthcare
15.4%
Consumer Cyclical
11.4%
Basic Materials
10.5%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
31%
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.
Fund manager(s)
Satish Mishra
More details
Fund offer document
All funds from TATA
FAQs
Monthly SIP
One Time