Tata Mid Cap Growth Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

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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 5.03 -2.23 1.95 7.08 9.79 10.87
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 Unrated 1.95 7.08 9.79 2.51 673.58
HDFC MID-CAP OPPORTUNITIES FUND - Growth Option Jun 25, 2007 -7.42 4.43 9.68 1.85 20,943.79
Franklin India Prima Fund-Growth Dec 01, 1993 -1.82 5.91 10.59 1.88 6,694.33
Reliance Growth Fund-Growth Plan-Growth Option Oct 08, 1995 -1.58 6.10 8.35 2.00 6,232.40
DSP Midcap Fund - Regular Plan - Growth Nov 14, 2006 -0.69 6.54 10.96 1.95 5,920.68
Sundaram Midcap Fund -Growth Jul 19, 2002 -8.03 2.78 8.90 1.97 5,420.25

Fund Holdings as on 31-August-2019

  • BATA INDIA LTD.

  • VOLTAS LTD.

  • UNITED BREWERIES LTD.

  • PI INDUSTRIES LTD.

  • MAHINDRA AND MAHINDRA FINANCIAL SERVICES LTD.

  • CITY UNION BANK LTD.

  • INDIAN HOTELS CO. LTD.

  • A) REPO

  • VINATI ORGANICS LTD.

  • JUBILANT FOODWORKS LTD.

  • TRENT LTD.

  • ICICI BANK LTD.

  • FEDERAL BANK LTD.

  • CHOLAMANDALAM INVESTMENT & FINANCE CO LTD.

  • AIA ENGINEERING LTD.

  • INDRAPRASTHA GAS LTD.

  • SUPREME INDUSTRIES LTD.

  • MUTHOOT FINANCE LTD.

  • TORRENT PHARMACEUTICALS LTD.

  • HAVELLS INDIA LTD.

  • GODREJ PROPERTIES LTD.

  • IPCA LABORATORIES LTD.

  • SHREE CEMENT LTD.

  • KNR CONSTRUCTIONS LTD.

  • GUJARAT STATE PETRONET LTD.

  • SOLAR INDUSTRIES INDIA LTD.

  • NAVIN FLUORINE INTERNATIONAL LTD.

  • BRIGADE ENTERPRISES LTD.

  • ADITYA BIRLA FASHION & RETAIL LTD.

  • CAN FIN HOMES LTD.

  • PIRAMAL ENTERPRISES LTD.

  • CUMMINS INDIA LTD.

  • TATA ELXSI LTD.

  • DALMIA BHARAT LTD.

  • EXIDE INDUSTRIES LTD.

  • LIC HOUSING FINANCE LTD.

  • NCC LTD.

  • ERIS LIFESCIENCES LTD.

  • FUTURE CONSUMER LTD.

  • BAYER CROPSCIENCE LTD.

  • INDIAN BANK

  • SATIN CREDITCARE NETWORK LTD.

  • SADBHAV ENGINEERING LTD.

  • NET CURRENT LIABILITIES

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  • Retailing

  • Bank - Private

  • Finance - NBFC

  • Chemicals

  • Pharmaceuticals & Drugs

  • Pesticides & Agrochemicals

  • Air Conditioners

  • Breweries & Distilleries

  • Construction - Real Estate

  • Engineering - Construction

  • Cement & Construction Materials

  • Hotel, Resort & Restaurants

  • Consumer Food

  • Finance - Housing

  • Miscellaneous

  • Engineering - Industrial Equipments

  • Industrial Gases & Fuels

  • Plastic Products

  • Electric Equipment

  • Gas Transmission/Marketing

  • Diesel Engines

  • IT - Software

  • Batteries

  • Trading

  • Bank - Public

  • Finance Term Lending

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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 ₹673.58 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 up ₹7.35(5.75%)yesterday to ₹135.17.

Among its top 3 holdings the fund has exposure to BATA INDIA LTD., VOLTAS LTD. and UNITED BREWERIES 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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