Tata Mid Cap Growth Fund - IDCW - Direct Plan

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  • Net Change on 07-12-2022

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Fund Overview IDCW | 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- IDCW Option 0.16 0.77 5.10 23.35 13.07 18.90
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 - Direct Plan- IDCW Option Jan 01, 2013 5.10 23.35 13.07 0.98 1,752.20
HDFC Mid-Cap Opportunities Fund - IDCW Option - Direct Plan Dec 31, 2012 15.96 26.14 13.23 0.96 35,120.40
Kotak Emerging Equity Scheme - Payout of Income Distribution cum capital withdrawal option - Direct Jan 01, 2013 9.35 26.69 15.25 0.49 22,540
Axis Midcap Fund - Direct Plan - IDCW Jan 01, 2013 0.16 21.64 16.65 0.54 19,708.09
DSP Midcap Fund - Direct Plan - IDCW Dec 31, 2012 -0.88 17.07 10.47 0.77 14,273.52
NIPPON INDIA GROWTH FUND - DIRECT Plan - IDCW Option Jan 01, 2013 11.57 26.19 14.50 1.01 13,510.02

Fund Holdings as on 31-October-2022

  • CUMMINS INDIA LTD

  • THERMAX LTD

  • PI INDUSTRIES LTD

  • IDFC FIRST BANK LTD

  • ACC LTD

  • EICHER MOTORS LTD

  • FEDERAL BANK LTD

  • INDIAN BANK

  • NAVIN FLUORINE INTERNATIONAL LTD

  • BHARAT FORGE LTD

  • THE PHOENIX MILLS LTD

  • ALKEM LABORATORIES LTD

  • CRISIL

  • ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD

  • BHARAT HEAVY ELECTRICALS LTD

  • JUBILANT FOODWORKS LTD

  • LIC HOUSING FINANCE LTD

  • PERSISTENT SYSTEMS LTD

  • BHARAT ELECTRONICS LTD

  • PAGE INDUSTRIES LTD

  • AIA ENGINEERING LTD

  • A) REPO

  • SUPREME INDUSTRIES LTD

  • UNO MINDA LTD

  • BRIGADE ENTERPRISES LTD

  • DIXON TECHNOLOGIES (INDIA) LTD

  • VOLTAS LTD

  • TRENT LTD

  • BOSCH LTD

  • TATA POWER COMPANY LTD

  • ZEE ENTERTAINMENT ENTERPRISES LTD

  • CARBORUNDUM UNIVERSAL LTD

  • HDFC LIFE INSURANCE CO. LTD

  • SKF INDIA LTD

  • IPCA LABORATORIES LTD

  • LARSEN & TOUBRO INFOTECH LTD

  • HONEYWELL AUTOMATION INDIA LTD

  • ASHOK LEYLAND LTD

  • ASTRAL LTD (ERSTWHILE ASTRAL POLY TECHNIK LTD)

  • VESUVIUS INDIA LTD

  • THE RAMCO CEMENTS LTD

  • CROMPTON GREAVES CONSUMER ELECTRICALS LTD

  • MARUTI SUZUKI INDIA LTD

  • 3M INDIA LTD

  • KNR CONSTRUCTIONS LTD

  • KAJARIA CERAMICS LTD

  • UTI ASSET MANAGEMENT COMPANY LTD

  • VARUN BEVERAGES LTD

  • ENDURANCE TECHNOLOGIES LTD

  • TATA CHEMICALS LTD

  • GODREJ CONSUMER PRODUCTS LTD

  • SHOPPERS STOP LTD

  • AETHER INDUSTRIES LTD

  • TORRENT POWER LTD

  • SCHAEFFLER (I) LTD

  • LINDE INDIA LTD

  • KEC INTERNATIONAL LTD

  • CASH / NET CURRENT ASSET

  • PIRAMAL PHARMA LTD

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  • Engineering - Industrial Equipments

  • Bank - Private

  • Auto Ancillary

  • Chemicals

  • Construction - Real Estate

  • Cement & Construction Materials

  • Pharmaceuticals & Drugs

  • IT - Software

  • Diesel Engines

  • Plastic Products

  • Pesticides & Agrochemicals

  • Consumer Durables - Electronics

  • Consumer Food

  • Automobile Two & Three Wheelers

  • Bank - Public

  • Retailing

  • Power Generation/Distribution

  • Forgings

  • Miscellaneous

  • Bearings

  • Ratings

  • Port

  • Finance - Housing

  • Textile

  • Air Conditioners

  • Engineering - Construction

  • TV Broadcasting & Software Production

  • Abrasives

  • Insurance

  • Automobiles-Trucks/Lcv

  • Refractories

  • Consumer Durables - Domestic Appliances

  • Automobiles - Passenger Cars

  • Diversified

  • Ceramics/Marble/Granite/Sanitaryware

  • Finance - Asset Management

  • Household & Personal Products

  • Industrial Gases & Fuels

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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

Most Recent Dividend

  • 21/01/2019

  • 22/12/2017

  • 31/12/2015

  • 29/11/2013

  • 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-Jan-2013 and currently has an AUM of ₹1,752.20 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 down ₹-0.7(-0.76%)yesterday to ₹91.8133.

Among its top 3 holdings the fund has exposure to CUMMINS INDIA 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