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
₹461.1279
+0.01%
(17 Jan)
AUM
4,529 Cr
TER
0.66%
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
+38.1%
+30.3%
+21.0%
+20.6%
+20.4%
+17.2%
3Y
+30.1%
+23.6%
+22.8%
+24.5%
+18.2%
+18.3%
5Y
+31.1%
+29.5%
+27.5%
+27.4%
+23.9%
+23.8%
ALL
+25.2%
+23.0%
+19.3%
+21.6%
+18.8%
+20.4%
VOL
17.6%
16.8%
16.8%
15.7%
-
16.3%
TER
0.7%
0.4%
0.8%
0.8%
-
0.7%
AUM
₹26,421 Cr
₹8,666 Cr
₹35,278 Cr
₹77,967 Cr
-
₹4,529 Cr
INFO
1.43
1.36
1.15
1.37
-
1.25
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 30th Nov
Top holdings
Max Financial Services Ltd
3.3%
Alkem Laboratories Ltd
3.1%
Muthoot Finance Ltd
3.0%
Cummins India Ltd
2.9%
Aurobindo Pharma Ltd
2.8%
UNO Minda Ltd
2.3%
Mphasis Ltd
2.3%
Jubilant Foodworks Ltd
2.3%
Lupin Ltd
2.3%
PI Industries Ltd
2.3%
Top industry exposure
Industrials
25.2%
Financial Services
18.5%
Healthcare
13.0%
Consumer Cyclical
10.5%
Basic Materials
9.7%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
32%
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