Tata Mid Cap Growth Fund - Growth - Regular Plan

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  • Net Change on 27-05-2020

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Fund Overview Growth | Regular Plan

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  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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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 -1.21 -22.12 -17.14 -2.22 2.66 9.93
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Midcap 100 - TRI N/A N/A N/A N/A N/A N/A

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 -17.14 -2.22 2.66 2.47 723.98
HDFC MID-CAP OPPORTUNITIES FUND - Growth Option Jun 25, 2007 -24.07 -6.43 2.33 1.85 18,455.19
DSP Midcap Fund - Regular Plan - Growth Nov 14, 2006 -10.72 -1.50 7.09 1.92 6,487.64
Franklin India Prima Fund-Growth Dec 01, 1993 -24.35 -6.29 2.03 1.89 6,060.75
Kotak Emerging Equity Scheme - Growth Mar 30, 2007 -18.33 -3.74 4.32 1.92 5,911.85
Nippon India Growth Fund-Growth Plan-Growth Option Oct 08, 1995 -22.90 -4.02 2.02 2.05 5,701.26

Fund Holdings as on 30-April-2020

  • PI INDUSTRIES LTD.

  • A) REPO

  • BATA INDIA LTD.

  • VOLTAS LTD.

  • NAVIN FLUORINE INTERNATIONAL LTD.

  • JUBILANT FOODWORKS LTD.

  • TRENT LTD.

  • AKZO NOBEL INDIA LTD.

  • UNITED BREWERIES LTD.

  • GUJARAT GAS LTD.

  • INDRAPRASTHA GAS LTD.

  • MUTHOOT FINANCE LTD.

  • TORRENT POWER LTD.

  • ERIS LIFESCIENCES LTD.

  • ICICI BANK LTD.

  • AMARA RAJA BATTERIES LTD.

  • CITY UNION BANK LTD.

  • AIA ENGINEERING LTD.

  • TORRENT PHARMACEUTICALS LTD.

  • VINATI ORGANICS LTD.

  • V-MART RETAIL LTD.

  • IPCA LABORATORIES LTD.

  • SHREE CEMENT LTD.

  • SUPREME INDUSTRIES LTD.

  • KNR CONSTRUCTIONS LTD.

  • TATA ELXSI LTD.

  • MAHINDRA AND MAHINDRA FINANCIAL SERVICES LTD.

  • GUJARAT STATE PETRONET LTD.

  • FEDERAL BANK LTD.

  • 3M INDIA LTD.

  • CHOLAMANDALAM INVESTMENT & FINANCE CO LTD.

  • ASTRAL POLY TECHNIK LTD.

  • CAN FIN HOMES LTD.

  • SOLAR INDUSTRIES INDIA LTD.

  • GODREJ PROPERTIES LTD.

  • BHARAT FORGE LTD.

  • RBL BANK LTD.

  • BAYER CROPSCIENCE LTD.

  • HAVELLS INDIA LTD.

  • EXIDE INDUSTRIES LTD.

  • ADITYA BIRLA FASHION & RETAIL LTD.

  • BRIGADE ENTERPRISES LTD.

  • DALMIA BHARAT LTD.

  • DIXON TECHNOLOGIES (INDIA) LTD.

  • BHARAT HEAVY ELECTRICALS LTD.

  • NET CURRENT LIABILITIES

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  • Retailing

  • Pesticides & Agrochemicals

  • Bank - Private

  • Chemicals

  • Pharmaceuticals & Drugs

  • Finance - NBFC

  • Miscellaneous

  • Air Conditioners

  • Plastic Products

  • Batteries

  • Consumer Food

  • Paints

  • Breweries & Distilleries

  • Trading

  • Industrial Gases & Fuels

  • Engineering - Industrial Equipments

  • Cement & Construction Materials

  • Power Generation/Distribution

  • Construction - Real Estate

  • Engineering - Construction

  • IT - Software

  • Gas Transmission/Marketing

  • Diversified

  • Finance - Housing

  • Forgings

  • Electric Equipment

  • Consumer Durables - Electronics

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Fund Manager

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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 ₹723.98 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 ₹0.62(0.54%)yesterday to ₹116.2768.

Among its top 3 holdings the fund has exposure to PI INDUSTRIES LTD., and

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