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
₹416.4705
-0.45%
(27 Feb)
AUM
4,354 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
+18.3%
+11.8%
+7.9%
+5.8%
+2.9%
+2.4%
3Y
+29.7%
+23.6%
+23.1%
+25.2%
+18.5%
+18.9%
5Y
+27.7%
+26.2%
+24.6%
+25.1%
+21.5%
+21.1%
ALL
+23.7%
+21.6%
+18.2%
+20.6%
+17.6%
+19.2%
VOL
17.7%
16.9%
16.9%
15.8%
-
16.4%
TER
0.7%
0.4%
0.8%
0.8%
-
0.7%
AUM
₹24,488 Cr
₹8,268 Cr
₹33,033 Cr
₹73,510 Cr
-
₹4,354 Cr
INFO
1.34
1.28
1.08
1.31
-
1.17
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 Jan
Top holdings
Max Financial Services Ltd
3.3%
Muthoot Finance Ltd
2.9%
Jubilant Foodworks Ltd
2.9%
Alkem Laboratories Ltd
2.9%
Lupin Ltd
2.9%
Aurobindo Pharma Ltd
2.7%
ICICI Lombard General Insurance Co Ltd
2.6%
Cummins India Ltd
2.5%
UNO Minda Ltd
2.4%
Mphasis Ltd
2.3%
Top industry exposure
Industrials
23.4%
Financial Services
20.4%
Healthcare
14.8%
Consumer Cyclical
10.9%
Basic Materials
9.5%
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

FAQs