Tata Mid Cap Growth Fund - Growth - Direct Plan

  • Previous Nav

  • Net Change on 23-04-2024

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

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 6.67 10.28 57.62 26.68 24.03 21.01
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 Growth Jan 01, 2013 57.62 26.68 24.03 0.79 3,348.40
HDFC Mid Cap Opportunities Fund -Direct Plan - Growth Option Dec 31, 2012 57.06 30.81 24.56 0.75 60,417.99
Kotak Emerging Equity Scheme - Growth - Direct Jan 01, 2013 42.71 24.79 24.16 0.37 39,684.91
Axis Midcap Fund - Direct Plan - Growth Jan 01, 2013 Unrated 42.92 21.22 22.34 0.56 25,536.68
Nippon India Growth Fund - Direct Plan Growth Plan - Growth Jan 01, 2013 59.08 31.14 25.78 0.81 24,796
SBI Magnum MIDCAP FUND - DIRECT PLAN - GROWTH Jan 01, 2013 42.38 25.96 24.13 0.83 16,856.01

Fund Holdings as on 31-March-2024

  • THERMAX LTD

  • CUMMINS INDIA LTD

  • AUROBINDO PHARMA LTD

  • BHARAT HEAVY ELECTRICALS LTD

  • PI INDUSTRIES LTD

  • CREDITACCESS GRAMEEN LTD

  • AIA ENGINEERING LTD

  • LUPIN LTD

  • BHARAT ELECTRONICS LTD

  • KAJARIA CERAMICS LTD

  • GODREJ CONSUMER PRODUCTS LTD

  • BIRLASOFT LTD

  • JSW INFRASTRUCTURE LTD

  • UNO MINDA LTD

  • IDFC FIRST BANK LTD

  • OBEROI REALTY LTD

  • ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD

  • KEC INTERNATIONAL LTD

  • AAVAS FINANCIERS LTD

  • BIOCON LTD

  • SOBHA LTD

  • LIC HOUSING FINANCE LTD

  • MAX FINANCIAL SERVICES LTD

  • THE RAMCO CEMENTS LTD

  • CARBORUNDUM UNIVERSAL LTD

  • POWER FINANCE CORPORATION LTD

  • APL APOLLO TUBES LTD

  • ACC LTD

  • ASHOK LEYLAND LTD

  • HINDUSTAN PETROLEUM CORPORATION LTD

  • G R INFRAPROJECTS LTD

  • FEDERAL BANK LTD

  • PERSISTENT SYSTEMS LTD

  • INDUS TOWERS LTD

  • INDIAN BANK

  • TORRENT POWER LTD

  • CASH / NET CURRENT ASSET

  • BOSCH LTD

  • BRIGADE ENTERPRISES LTD

  • THE PHOENIX MILLS LTD

  • NAVIN FLUORINE INTERNATIONAL LTD

  • K.P.R. MILL LTD

  • VOLTAS LTD

  • ALKEM LABORATORIES LTD

  • BANK OF INDIA

  • PAGE INDUSTRIES LTD

  • HERO MOTOCORP LTD

  • GRANULES INDIA LTD

  • PIRAMAL PHARMA LTD

  • LINDE INDIA LTD

  • 3M INDIA LTD

  • CONTAINER CORPORATION OF INDIA LTD

  • MAHINDRA LOGISTICS LTD

  • ASTRAL LTD (ERSTWHILE ASTRAL POLY TECHNIK LTD)

  • CROMPTON GREAVES CONSUMER ELECTRICALS LTD

  • A) REPO

  • JUBILANT FOODWORKS LTD

  • PIRAMAL ENTERPRISES LTD

  • VESUVIUS INDIA LTD

  • SKF INDIA LTD

  • SHOPPERS STOP LTD

  • TEAMLEASE SERVICES LTD

View More
  • Pharmaceuticals & Drugs

  • Engineering - Industrial Equipments

  • Construction - Real Estate

  • Port

  • IT - Software

  • Finance - Housing

  • Auto Ancillary

  • Bank - Private

  • Engineering - Construction

  • Diesel Engines

  • Finance - NBFC

  • Cement & Construction Materials

  • Pesticides & Agrochemicals

  • Castings/Forgings

  • Bank - Public

  • Ceramics/Marble/Granite/Sanitaryware

  • Household & Personal Products

  • Textile

  • Miscellaneous

  • Logistics

  • Finance - Others

  • Abrasives

  • Finance Term Lending

  • Steel & Iron Products

  • Automobiles-Trucks/Lcv

  • Refineries

  • Telecommunication - Service Provider

  • Power Generation/Distribution

  • Chemicals

  • Air Conditioners

  • Automobile Two & Three Wheelers

  • Industrial Gases & Fuels

  • Diversified

  • Plastic Products

  • Consumer Durables - Domestic Appliances

  • Consumer Food

  • Bearings

  • Refractories

  • Retailing

  • Professional Services

View More

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 Mid Cap Growth Fund
  • Tata Resources & Energy Fund
  • Tata Hybrid Equity Fund
  • Tata Mid Cap Growth Fund
  • Tata Resources & Energy Fund
  • Cash

  • Equity

View More

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 ₹3,348.40 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 ₹3.62(0.86%)yesterday to ₹426.6844.

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

The Tata Mid Cap Growth Fund is managed by 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