Tata Mid Cap Growth Fund - Growth - Direct Plan

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  • Net Change on 22-10-2021

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Fund Overview Growth | Direct 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 (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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 - Direct Plan Growth 4.25 12.78 69.56 29.04 18.14 21.32
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 - Direct Plan Growth Jan 01, 2013 69.56 29.04 18.14 1.07 1,428.23
HDFC Mid Cap Opportunities Fund -Direct Plan - Growth Option Dec 31, 2012 74.29 24.01 15.81 1.00 31,751.95
Kotak Emerging Equity Scheme - Growth - Direct Jan 01, 2013 74.69 29.34 18.71 0.55 16,318.43
Axis Midcap Fund - Direct Plan - Growth Jan 01, 2013 68.83 30.98 22.33 0.48 15,394.86
DSP Midcap Fund - Direct Plan - Growth Dec 31, 2012 53.17 25.44 16.28 0.77 14,160.84
Nippon India Growth Fund - Direct Plan Growth Plan - Growth Jan 01, 2013 81.25 28.98 18.32 1.04 11,839.23

Fund Holdings as on 30-September-2021

  • TATA POWER COMPANY LTD

  • VOLTAS LTD

  • MPHASIS LTD

  • NAVIN FLUORINE INTERNATIONAL LTD

  • JINDAL STEEL & POWER LTD

  • PI INDUSTRIES LTD

  • KNR CONSTRUCTIONS LTD

  • JUBILANT FOODWORKS LTD

  • CHOLAMANDALAM INVESTMENT & FINANCE CO LTD

  • ICICI BANK LTD

  • IPCA LABORATORIES LTD

  • TECH MAHINDRA LTD

  • PAGE INDUSTRIES LTD

  • CROMPTON GREAVES CONSUMER ELECTRICALS LTD

  • ACC LTD

  • UTI ASSET MANAGEMENT COMPANY LTD

  • APOLLO HOSPITALS ENTERPRISE LTD

  • V-MART RETAIL LTD

  • PERSISTENT SYSTEMS LTD

  • CYIENT LTD

  • SUPREME INDUSTRIES LTD

  • ALKEM LABORATORIES LTD

  • MAHINDRA AND MAHINDRA FINANCIAL SERVICES LTD

  • MAX FINANCIAL SERVICES LTD

  • INFO EDGE (INDIA) LTD

  • GUJARAT GAS LTD

  • FEDERAL BANK LTD

  • CUMMINS INDIA LTD

  • BRIGADE ENTERPRISES LTD

  • LAURUS LABS LTD

  • AIA ENGINEERING LTD

  • TRENT LTD

  • INDRAPRASTHA GAS LTD

  • AKZO NOBEL INDIA LTD

  • MINDA INDUSTRIES LTD

  • CHAMBAL FERTILISER & CHEMICALS LTD

  • THERMAX LTD

  • ASTRAL LTD (ERSTWHILE ASTRAL POLY TECHNIK LTD)

  • ENDURANCE TECHNOLOGIES LTD

  • GAIL ( INDIA ) LTD

  • TVS MOTOR COMPANY LTD

  • AXIS BANK LTD

  • RBL BANK LTD

  • CITY UNION BANK LTD

  • A) REPO

  • BHARAT FORGE LTD

  • VESUVIUS INDIA LTD

  • 3M INDIA LTD

  • APOLLO TYRES LTD

  • COROMANDEL INTERNATIONAL LTD

  • CESC LTD

  • NARAYANA HRUDAYALAYA LTD

  • CASH / NET CURRENT ASSET

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  • IT - Software

  • Bank - Private

  • Pharmaceuticals & Drugs

  • Power Generation/Distribution

  • Finance - NBFC

  • Retailing

  • Air Conditioners

  • Plastic Products

  • Engineering - Industrial Equipments

  • Chemicals

  • Industrial Gases & Fuels

  • Auto Ancillary

  • Steel/Sponge Iron/Pig Iron

  • Pesticides & Agrochemicals

  • Fertilizers

  • Engineering - Construction

  • Hospital & Healthcare Services

  • Consumer Food

  • Consumer Durables - Domestic Appliances

  • Textile

  • Cement & Construction Materials

  • Finance - Asset Management

  • Finance - Others

  • BPO/ITeS

  • Gas Transmission/Marketing

  • Diesel Engines

  • Construction - Real Estate

  • Paints

  • Automobile Two & Three Wheelers

  • Miscellaneous

  • Forgings

  • Refractories

  • Diversified

  • Tyres & Allied

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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

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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-Jan-2013 and currently has an AUM of ₹1,428.23 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 down ₹-2.8(-1.04%)yesterday to ₹267.6969.

Among its top 3 holdings the fund has exposure to TATA POWER COMPANY 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