Tata Mid Cap Growth Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The investment objective of the scheme will be to provide reasonable and regular income along with possible capital appreciation to its unitholder.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Tata Mid Cap Growth Fund Regular Plan- Growth 4.31 7.20 11.13 9.53 9.81 10.94
NIFTY 50 - TRI 1.98 4.01 3.99 14.97 14.08 13.54
Nifty Midcap 100 - TRI -5.24 -3.67 -14.45 11.76 18.61 20.96

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Tata Mid Cap Growth Fund Regular Plan- Growth Jul 01, 1994 11.13 9.53 9.81 2.48 747.10
HDFC MID-CAP OPPORTUNITIES FUND - Growth Option Jun 25, 2007 1.20 5.85 9.16 1.99 22,637.46
Franklin India Prima Fund-Growth Dec 01, 1993 5.91 7.92 10.21 1.86 7,510.28
DSP Midcap Fund - Regular Plan - Growth Nov 14, 2006 10.05 8.95 11.51 1.94 6,691.39
Nippon India Growth Fund-Growth Plan-Growth Option Oct 08, 1995 7.36 8.07 8.15 1.89 6,631.96
Sundaram Midcap Fund -Growth Jul 19, 2002 1.58 4.26 9.07 1.93 5,882.64

Fund Holdings as on 31-October-2019

  • BATA INDIA LTD

  • A) REPO

  • VOLTAS LTD

  • PI INDUSTRIES LTD

  • UNITED BREWERIES LTD

  • MAHINDRA AND MAHINDRA FINANCIAL SERVICES LTD

  • CITY UNION BANK LTD

  • TRENT LTD

  • INDIAN HOTELS CO. LTD

  • VINATI ORGANICS LTD

  • ICICI BANK LTD

  • JUBILANT FOODWORKS LTD

  • CHOLAMANDALAM INVESTMENT & FINANCE CO LTD

  • FEDERAL BANK LTD

  • AIA ENGINEERING LTD

  • INDRAPRASTHA GAS LTD

  • MUTHOOT FINANCE LTD

  • SUPREME INDUSTRIES LTD

  • NAVIN FLUORINE INTERNATIONAL LTD

  • GODREJ PROPERTIES LTD

  • KNR CONSTRUCTIONS LTD

  • SHREE CEMENT LTD

  • TORRENT PHARMACEUTICALS LTD

  • THE GREAT EASTERN SHIPPING CO.LTD

  • IPCA LABORATORIES LTD

  • ADITYA BIRLA FASHION & RETAIL LTD

  • TATA ELXSI LTD

  • 3M INDIA LTD

  • GUJARAT STATE PETRONET LTD

  • BRIGADE ENTERPRISES LTD

  • SOLAR INDUSTRIES INDIA LTD

  • ERIS LIFESCIENCES LTD

  • CAN FIN HOMES LTD

  • HAVELLS INDIA LTD

  • EXIDE INDUSTRIES LTD

  • PIRAMAL ENTERPRISES LTD

  • DALMIA BHARAT LTD

  • BHARAT HEAVY ELECTRICALS LTD

  • CUMMINS INDIA LTD

  • NCC LTD

  • LIC HOUSING FINANCE LTD

  • BAYER CROPSCIENCE LTD

  • NET CURRENT LIABILITIES

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  • Retailing

  • Bank - Private

  • Finance - NBFC

  • Chemicals

  • Pharmaceuticals & Drugs

  • Pesticides & Agrochemicals

  • Miscellaneous

  • Air Conditioners

  • Breweries & Distilleries

  • Construction - Real Estate

  • Engineering - Industrial Equipments

  • Hotel, Resort & Restaurants

  • Cement & Construction Materials

  • Engineering - Construction

  • Consumer Food

  • Finance - Housing

  • Industrial Gases & Fuels

  • Plastic Products

  • Shipping

  • IT - Software

  • Diversified

  • Gas Transmission/Marketing

  • Electric Equipment

  • Batteries

  • Diesel Engines

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About Tata Mid Cap Growth Fund

Scheme Analysis

Tata Mid Cap Growth Fund is a Equity - Mid Cap Fund fund and belongs to Tata Mutual Fund. It was launched on 01-Jul-1994 and currently has an AUM of ₹747.10 crore. Tata Mid Cap Growth Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Midcap 100 - TRI as secondary index.

The NAV of Tata Mid Cap Growth Fund ended down ₹-1.17(-0.84%)yesterday to ₹138.35.

Among its top 3 holdings the fund has exposure to BATA INDIA LTD, A) REPO and VOLTAS LTD

The Tata Mid Cap Growth Fund is managed by Rupesh Patel and Ennettee Fernandes.

Fund House Contact

1903, B Wing, Parinee Crescenzo, G Block, Bandra Kurla Complex, Bandra East, Mumbai - 400 051

+91 (22) 66578282
kiran@tataamc.com
+91 (22) 22613782

Fund Manager

  • Cash

  • Equity

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