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
₹448.8288
-1.98%
(25 Apr)
AUM
4,333 Cr
TER
0.68%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
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Compare with other fund
1Y
+19.0%
+15.5%
+12.4%
+8.0%
+6.6%
+6.4%
3Y
+25.0%
+28.1%
+25.4%
+25.1%
+20.1%
+19.6%
5Y
+36.1%
+39.1%
+34.8%
NA
+30.1%
+30.0%
ALL
+22.3%
+23.7%
+21.0%
+20.7%
+19.9%
+17.8%
VOL
17.0%
17.8%
15.8%
16.6%
16.4%
-
TER
0.4%
0.6%
0.9%
0.3%
0.7%
-
AUM
₹8,634 Cr
₹26,028 Cr
₹72,610 Cr
₹1,092 Cr
₹4,333 Cr
-
INFO
1.31
1.33
1.33
1.24
1.21
-
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
A) Repo
4.3%
Max Financial Services Ltd
3.4%
Cash / Net Current Asset
3.1%
Alkem Laboratories Ltd
3.0%
Lupin Ltd
2.8%
Jubilant Foodworks Ltd
2.8%
Aurobindo Pharma Ltd
2.7%
Cummins India Ltd
2.6%
ICICI Lombard General Insurance Co Ltd
2.5%
Muthoot Finance Ltd
2.3%
Top industry exposure
Industrials
20.9%
Financial Services
19.0%
Healthcare
14.7%
Consumer Cyclical
11.6%
Basic Materials
9.0%
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