Tata Mid Cap Growth Fund - Growth - Regular Plan

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  • Net Change on 26-06-2019

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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 0.38 2.11 8.27 12.04 13.80 11.11
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 8.27 12.04 13.80 2.67 686.68
HDFC MID-CAP OPPORTUNITIES FUND - Growth Option Jun 25, 2007 -3.41 11.55 13.35 1.84 22,825.43
Franklin India Prima Fund-Growth Dec 01, 1993 0.60 10.25 14.11 1.87 7,147.94
Reliance Growth Fund-Growth Plan-Growth Option Oct 08, 1995 4.05 12.31 11.44 1.98 6,858.10
DSP Midcap Fund - Regular Plan - Growth Nov 14, 2006 0.97 11.48 13.69 1.93 6,320.35
Sundaram Midcap Fund -Growth Jul 19, 2002 -6.45 8.86 12.65 2.18 6,089.83

Fund Holdings as on 31-May-2019

  • BATA INDIA LTD

  • A) REPO

  • VOLTAS LTD

  • UNITED BREWERIES LTD

  • PI INDUSTRIES LTD

  • CITY UNION BANK LTD

  • FEDERAL BANK LTD

  • INDIAN HOTELS CO. LTD

  • JUBILANT FOODWORKS LTD

  • VINATI ORGANICS LTD

  • FUTURE RETAIL LTD

  • AIA ENGINEERING LTD

  • CUMMINS INDIA LTD

  • TRENT LTD

  • KNR CONSTRUCTIONS LTD

  • SHREE CEMENT LTD

  • MUTHOOT FINANCE LTD

  • HAVELLS INDIA LTD

  • INDRAPRASTHA GAS LTD

  • SUPREME INDUSTRIES LTD

  • NCC LTD

  • SOLAR INDUSTRIES INDIA LTD

  • ADITYA BIRLA FASHION & RETAIL LTD

  • IPCA LABORATORIES LTD

  • CHOLAMANDALAM INVESTMENT & FINANCE CO LTD

  • DALMIA BHARAT LTD

  • NAVIN FLUORINE INTERNATIONAL LTD

  • TORRENT PHARMACEUTICALS LTD

  • PIRAMAL ENTERPRISES LTD

  • GUJARAT STATE PETRONET LTD

  • FUTURE CONSUMER LTD

  • SADBHAV ENGINEERING LTD

  • BRIGADE ENTERPRISES LTD

  • EXIDE INDUSTRIES LTD

  • AMARA RAJA BATTERIES LTD

  • APOLLO TYRES LTD

  • ERIS LIFESCIENCES LTD

  • INDIAN BANK

  • BAYER CROPSCIENCE LTD

  • TATA ELXSI LTD

  • SATIN CREDITCARE NETWORK LTD

  • NBCC INDIA LTD

  • NET CURRENT LIABILITIES

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  • Retailing

  • Bank - Private

  • Chemicals

  • Pharmaceuticals & Drugs

  • Engineering - Construction

  • Pesticides & Agrochemicals

  • Air Conditioners

  • Miscellaneous

  • Breweries & Distilleries

  • Cement & Construction Materials

  • Finance - NBFC

  • Hotel, Resort & Restaurants

  • Consumer Food

  • Batteries

  • Engineering - Industrial Equipments

  • Diesel Engines

  • Construction - Real Estate

  • Electric Equipment

  • Industrial Gases & Fuels

  • Plastic Products

  • Gas Transmission/Marketing

  • Trading

  • Tyres & Allied

  • Bank - Public

  • IT - Software

  • 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 ₹686.68 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 ₹0.47(0.34%)yesterday to ₹139.71.

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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