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
₹443.8728
+0.50%
(3 Apr)
AUM
3,955 Cr
TER
0.69%
Risk
Very High Risk
Rating
Insights
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Compare with other fund
1Y
+16.4%
+15.4%
+8.1%
+5.8%
+5.2%
+5.0%
3Y
+28.9%
+23.3%
+24.4%
+18.3%
+23.6%
+18.6%
5Y
+39.4%
+37.2%
+36.1%
+32.2%
NA
+31.3%
ALL
+23.7%
+21.9%
+20.8%
+17.7%
+19.8%
+19.6%
VOL
17.7%
16.9%
15.8%
-
16.4%
16.4%
TER
0.7%
0.4%
0.8%
-
0.2%
0.7%
AUM
₹23,704 Cr
₹7,729 Cr
₹67,579 Cr
-
₹988 Cr
₹3,955 Cr
INFO
1.34
1.30
1.32
-
1.21
1.20
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 28th Feb
Top holdings
Max Financial Services Ltd
3.3%
Muthoot Finance Ltd
3.0%
Alkem Laboratories Ltd
2.9%
Lupin Ltd
2.9%
Jubilant Foodworks Ltd
2.8%
Aurobindo Pharma Ltd
2.7%
ICICI Lombard General Insurance Co Ltd
2.6%
Cummins India Ltd
2.5%
Cash / Net Current Asset
2.4%
Indraprastha Gas Ltd
2.2%
Top industry exposure
Industrials
21.4%
Financial Services
20.9%
Healthcare
14.6%
Consumer Cyclical
11.6%
Basic Materials
9.6%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
29%
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

FAQs