Tata Mid Cap Growth Fund - Growth - Direct Plan

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  • Net Change on 27-11-2020

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Fund Overview Growth | Direct Plan

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  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP 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 - Direct Plan Growth 11.59 13.04 20.63 6.37 11.33 17.74
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 20.63 6.37 11.33 1.21 874.78
HDFC Mid Cap Opportunities Fund -Direct Plan - Growth Option Dec 31, 2012 18.04 3.21 11.50 1.17 21,816.96
DSP Midcap Fund - Direct Plan - Growth Dec 31, 2012 23.57 8.21 14.20 0.90 8,407.43
Kotak Emerging Equity Scheme - Growth - Direct Jan 01, 2013 19.81 6.63 13.78 0.61 7,668.47
Nippon India Growth Fund - Direct Plan Growth Plan - Growth Jan 01, 2013 17.94 4.85 11.33 1.22 7,004.74
Axis Midcap Fund - Direct Plan - Growth Jan 01, 2013 22.87 14.37 15.10 0.57 6,949.30

Fund Holdings as on 31-October-2020

  • PI INDUSTRIES LTD.

  • VOLTAS LTD.

  • NAVIN FLUORINE INTERNATIONAL LTD.

  • BATA INDIA LTD.

  • JUBILANT FOODWORKS LTD.

  • TRENT LTD.

  • MUTHOOT FINANCE LTD.

  • REPO

  • AMARA RAJA BATTERIES LTD.

  • TATA ELXSI LTD.

  • TATA POWER COMPANY LTD.

  • GUJARAT GAS LTD.

  • LAURUS LABS LTD.

  • CHOLAMANDALAM INVESTMENT & FINANCE CO LTD.

  • IPCA LABORATORIES LTD.

  • AKZO NOBEL INDIA LTD.

  • MPHASIS LTD.

  • PFIZER LTD.

  • VINATI ORGANICS LTD.

  • SUPREME INDUSTRIES LTD.

  • UNITED BREWERIES LTD.

  • ICICI BANK LTD.

  • MAHINDRA AND MAHINDRA FINANCIAL SERVICES LTD.

  • ERIS LIFESCIENCES LTD.

  • AIA ENGINEERING LTD.

  • CITY UNION BANK LTD.

  • INDRAPRASTHA GAS LTD.

  • TORRENT POWER LTD.

  • V-MART RETAIL LTD.

  • KNR CONSTRUCTIONS LTD.

  • SHREE CEMENT LTD.

  • ALEMBIC PHARMACEUTICALS LTD.

  • CAN FIN HOMES LTD.

  • ASTRAL POLY TECHNIK LTD.

  • SOLAR INDUSTRIES INDIA LTD.

  • FEDERAL BANK LTD.

  • GUJARAT STATE PETRONET LTD.

  • RBL BANK LTD.

  • HAVELLS INDIA LTD.

  • BAYER CROPSCIENCE LTD.

  • BRIGADE ENTERPRISES LTD.

  • 3M INDIA LTD.

  • BALKRISHNA INDUSTRIES LTD.

  • TORRENT PHARMACEUTICALS LTD.

  • NET CURRENT LIABILITIES

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  • Pharmaceuticals & Drugs

  • Retailing

  • Finance - NBFC

  • Pesticides & Agrochemicals

  • Chemicals

  • Bank - Private

  • IT - Software

  • Power Generation/Distribution

  • Air Conditioners

  • Consumer Food

  • Plastic Products

  • Batteries

  • Trading

  • Paints

  • Breweries & Distilleries

  • Engineering - Industrial Equipments

  • Industrial Gases & Fuels

  • Miscellaneous

  • Engineering - Construction

  • Cement & Construction Materials

  • Finance - Housing

  • Gas Transmission/Marketing

  • Electric Equipment

  • Construction - Real Estate

  • Diversified

  • Tyres & Allied

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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-Jan-2013 and currently has an AUM of ₹874.78 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 ₹4.03(2.3%)yesterday to ₹179.4446.

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