Tata Mid Cap Growth Fund - Growth - Regular Plan

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  • Net Change on 30-09-2022

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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 (₹)

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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 -2.06 12.74 1.81 21.19 12.97 11.97
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Midcap 150 - 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 Unrated 1.81 21.19 12.97 2.29 1,720.55
HDFC Mid-Cap Opportunities Fund - Growth Plan Jun 25, 2007 7.61 23.75 12.99 1.61 34,227.07
Kotak Emerging Equity Scheme - Growth Mar 30, 2007 6.94 25.64 15.29 1.73 21,934.98
Axis Midcap Fund - Regular Plan - Growth Feb 18, 2011 -0.68 21.77 17.35 1.76 19,503.85
DSP Midcap Fund - Regular Plan - Growth Nov 14, 2006 -5.20 17.48 10.88 1.79 14,377.92
Nippon India Growth Fund-Growth Plan-Growth Option Oct 08, 1995 4.42 25.38 15.17 1.82 13,225.33

Fund Holdings as on 31-August-2022

  • THERMAX LTD

  • CUMMINS INDIA LTD

  • PI INDUSTRIES LTD

  • NAVIN FLUORINE INTERNATIONAL LTD

  • CRISIL

  • EICHER MOTORS LTD

  • FEDERAL BANK LTD

  • BHARAT FORGE LTD

  • THE PHOENIX MILLS LTD

  • JUBILANT FOODWORKS LTD

  • ACC LTD

  • VOLTAS LTD

  • UNO MINDA LTD

  • PAGE INDUSTRIES LTD

  • ALKEM LABORATORIES LTD

  • MAX FINANCIAL SERVICES LTD

  • PERSISTENT SYSTEMS LTD

  • ASHOK LEYLAND LTD

  • AIA ENGINEERING LTD

  • BRIGADE ENTERPRISES LTD

  • A) REPO

  • SUPREME INDUSTRIES LTD

  • TATA POWER COMPANY LTD

  • SKF INDIA LTD

  • DIXON TECHNOLOGIES (INDIA) LTD

  • TRENT LTD

  • BHARAT ELECTRONICS LTD

  • BANK OF BARODA

  • KNR CONSTRUCTIONS LTD

  • IPCA LABORATORIES LTD

  • FORTIS HEALTHCARE LTD

  • MAHINDRA AND MAHINDRA FINANCIAL SERVICES LTD

  • MPHASIS LTD

  • HONEYWELL AUTOMATION INDIA LTD

  • INDIAN BANK

  • BOSCH LTD

  • CROMPTON GREAVES CONSUMER ELECTRICALS LTD

  • LARSEN & TOUBRO INFOTECH LTD

  • WHIRLPOOL OF INDIA LTD

  • THE RAMCO CEMENTS LTD

  • APOLLO HOSPITALS ENTERPRISE LTD

  • MARUTI SUZUKI INDIA LTD

  • IDFC FIRST BANK LTD

  • ASTRAL LTD (ERSTWHILE ASTRAL POLY TECHNIK LTD)

  • UNITED BREWERIES LTD

  • VESUVIUS INDIA LTD

  • UTI ASSET MANAGEMENT COMPANY LTD

  • ENDURANCE TECHNOLOGIES LTD

  • JINDAL STEEL & POWER LTD

  • 3M INDIA LTD

  • V-MART RETAIL LTD

  • KAJARIA CERAMICS LTD

  • HDFC LIFE INSURANCE CO. LTD

  • TATA CHEMICALS LTD

  • TORRENT POWER LTD

  • AETHER INDUSTRIES LTD

  • GODREJ CONSUMER PRODUCTS LTD

  • INFO EDGE (INDIA) LTD

  • GLAND PHARMA LTD

  • LINDE INDIA LTD

  • PIRAMAL ENTERPRISES LTD

  • PIRAMAL PHARMA LTD

  • INDRAPRASTHA GAS LTD

  • CASH / NET CURRENT ASSET

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  • Engineering - Industrial Equipments

  • Pharmaceuticals & Drugs

  • IT - Software

  • Auto Ancillary

  • Chemicals

  • Construction - Real Estate

  • Bank - Private

  • Cement & Construction Materials

  • Consumer Durables - Electronics

  • Diesel Engines

  • Bank - Public

  • Plastic Products

  • Pesticides & Agrochemicals

  • Hospital & Healthcare Services

  • Consumer Durables - Domestic Appliances

  • Power Generation/Distribution

  • Retailing

  • Ratings

  • Miscellaneous

  • Automobile Two & Three Wheelers

  • Forgings

  • Consumer Food

  • Air Conditioners

  • Textile

  • Finance - Others

  • Automobiles-Trucks/Lcv

  • Bearings

  • Engineering - Construction

  • Finance - NBFC

  • Automobiles - Passenger Cars

  • Breweries & Distilleries

  • Industrial Gases & Fuels

  • Refractories

  • Finance - Asset Management

  • Steel/Sponge Iron/Pig Iron

  • Diversified

  • Ceramics/Marble/Granite/Sanitaryware

  • Insurance

  • Household & Personal Products

  • BPO/ITeS

  • Unspecified

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Fund Manager

  • Education:B.Tech IIT (BHU) Varanasi, PGDM (TAPMI)
  • Experience:12 Years
  • Basic Details:Since July 2017 with Tata Asset Management Ltd. Reporting to Chief Investment Officer Equities.Responsibilities held: Assistant Fund Manager & Research Analyst.From May 2012 to July 2017 with HDFC Securities Ltd as AVP, tracking Oil & Gas and Chemicals.Reporting to Head of Research.From June 2008 to May 2012 with PINC Research as Research Analyst, tracking Oil & Gas, Fertilisers and Engineering sectors.Reporting to Head of Research.He has also worked as an Assistant Engineer at Indian Farmers Fertilizer Cooperative Ltd. (IFFCO) for more than 2 years.
  • Funds Managed:
  • Tata Hybrid Equity Fund
  • Tata Mid Cap Growth Fund
  • Tata Resources & Energy Fund
  • Tata Small Cap Fund
  • Cash

  • Equity

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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 ₹1,720.55 crore. Tata Mid Cap Growth Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Midcap 150 - TRI as secondary index.

The NAV of Tata Mid Cap Growth Fund ended up ₹3.4(1.41%)yesterday to ₹244.3098.

Among its top 3 holdings the fund has exposure to THERMAX LTD, and

The Tata Mid Cap Growth Fund is managed by Abhinav Sharma and Satish Chandra Mishra.

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