Tata Mid Cap Growth Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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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 7.74 17.19 36.03 12.29 17.19 11.81
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 36.03 12.29 17.19 2.38 996.52
HDFC MID-CAP OPPORTUNITIES FUND - Growth Option Jun 25, 2007 38.98 9.44 17.01 1.68 23,988.37
DSP Midcap Fund - Regular Plan - Growth Nov 14, 2006 32.10 11.14 18.83 1.81 9,815.12
Kotak Emerging Equity Scheme - Growth Mar 30, 2007 41.26 13.02 19.38 1.82 9,162.03
Axis Midcap Fund - Regular Plan - Growth Feb 18, 2011 35.79 18.13 20.12 1.87 8,608.32
Nippon India Growth Fund-Growth Plan-Growth Option Oct 08, 1995 37.58 12.04 17.90 1.97 8,153.70

Fund Holdings as on 31-January-2021

  • VOLTAS LTD

  • BATA INDIA LTD

  • JUBILANT FOODWORKS LTD

  • NAVIN FLUORINE INTERNATIONAL LTD

  • TATA POWER COMPANY LTD

  • PI INDUSTRIES LTD

  • TATA ELXSI LTD

  • CHOLAMANDALAM INVESTMENT & FINANCE CO LTD

  • GUJARAT GAS LTD

  • AMARA RAJA BATTERIES LTD

  • PAGE INDUSTRIES LTD

  • UNITED BREWERIES LTD

  • SUPREME INDUSTRIES LTD

  • ICICI BANK LTD

  • LAURUS LABS LTD

  • KNR CONSTRUCTIONS LTD

  • MAHINDRA AND MAHINDRA FINANCIAL SERVICES LTD

  • AKZO NOBEL INDIA LTD

  • MPHASIS LTD

  • INDRAPRASTHA GAS LTD

  • ERIS LIFESCIENCES LTD

  • TRENT LTD

  • FEDERAL BANK LTD

  • A) REPO

  • V-MART RETAIL LTD

  • ASTRAL POLY TECHNIK LTD

  • AIA ENGINEERING LTD

  • CITY UNION BANK LTD

  • VINATI ORGANICS LTD

  • MUTHOOT FINANCE LTD

  • MAX FINANCIAL SERVICES LTD

  • THE PHOENIX MILLS LTD

  • TORRENT POWER LTD

  • IPCA LABORATORIES LTD

  • SHREE CEMENT LTD

  • CAN FIN HOMES LTD

  • ALEMBIC PHARMACEUTICALS LTD

  • BRIGADE ENTERPRISES LTD

  • ENDURANCE TECHNOLOGIES LTD

  • RBL BANK LTD

  • PFIZER LTD

  • 3M INDIA LTD

  • GUJARAT STATE PETRONET LTD

  • BAYER CROPSCIENCE LTD

  • NET CURRENT LIABILITIES

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  • Pharmaceuticals & Drugs

  • Retailing

  • Bank - Private

  • Finance - NBFC

  • IT - Software

  • Chemicals

  • Power Generation/Distribution

  • Air Conditioners

  • Plastic Products

  • Pesticides & Agrochemicals

  • Consumer Food

  • Construction - Real Estate

  • Trading

  • Batteries

  • Textile

  • Breweries & Distilleries

  • Engineering - Construction

  • Paints

  • Industrial Gases & Fuels

  • Engineering - Industrial Equipments

  • Finance - Others

  • Cement & Construction Materials

  • Finance - Housing

  • Miscellaneous

  • Auto Ancillary

  • Diversified

  • Gas Transmission/Marketing

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Fund Manager

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About Tata Mid Cap Growth Fund

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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 ₹996.52 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 ₹2.76(1.4%)yesterday to ₹199.7002.

Among its top 3 holdings the fund has exposure to VOLTAS 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