Tata Mid Cap Growth Fund - IDCW - Direct Plan

Other Plans and Options
  • 0.82 %Nav, as on 21-05-2025

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  • Net Change on 21-05-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

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 4.46 8.04 2.73 24.05 30.60 19.74
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 2.73 24.05 30.60 0.67 4,505.38
HDFC Mid-Cap Opportunities Fund - IDCW Option - Direct Plan Jan 01, 2013 11.49 30.14 35.85 0.79 74,909.76
Kotak Emerging Equity Scheme - Payout of Income Distribution cum capital withdrawal option - Direct Jan 01, 2013 11.17 24.45 33.87 0.44 49,645.85
NIPPON INDIA GROWTH FUND - DIRECT Plan - IDCW Option Jan 01, 2013 11.67 29.00 36.39 0.74 34,690.03
Axis Midcap Fund - Direct Plan - IDCW Jan 01, 2013 Unrated 8.89 21.96 26.84 0.55 28,809.45
Motilal Oswal Midcap Fund-Direct - IDCW Payout/Reinvestment Feb 24, 2014 18.59 33.38 39.98 0.70 27,780.18

Fund Holdings as on 30-April-2025

  • A) REPO

  • MAX FINANCIAL SERVICES LTD

  • ALKEM LABORATORIES LTD

  • JUBILANT FOODWORKS LTD

  • LUPIN LTD

  • AUROBINDO PHARMA LTD

  • AU SMALL FINANCE BANK LTD

  • ICICI LOMBARD GENERAL INSURANCE CO. LTD

  • CUMMINS INDIA LTD

  • CASH / NET CURRENT ASSET

  • BHARTI HEXACOM LTD

  • PI INDUSTRIES LTD

  • UNO MINDA LTD

  • J K CEMENT LTD

  • FEDERAL BANK LTD

  • MPHASIS LTD

  • INDRAPRASTHA GAS LTD

  • JSW INFRASTRUCTURE LTD

  • OBEROI REALTY LTD

  • MAX HEALTHCARE INSTITUTE LTD

  • LIC HOUSING FINANCE LTD

  • ZF COMMERCIAL VEHICLE CONTROL SYSTEMS INDIA LTD

  • HINDUSTAN PETROLEUM CORPORATION LTD

  • THE RAMCO CEMENTS LTD

  • L&T FINANCE LTD

  • PERSISTENT SYSTEMS LTD

  • THERMAX LTD

  • INDUS TOWERS LTD

  • INDIAN BANK

  • ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD

  • AIA ENGINEERING LTD

  • KAJARIA CERAMICS LTD

  • NAVIN FLUORINE INTERNATIONAL LTD

  • APOLLO HOSPITALS ENTERPRISE LTD

  • MUTHOOT FINANCE LTD

  • UPL LTD

  • ASHOK LEYLAND LTD

  • PATANJALI FOODS LTD

  • POWER FINANCE CORPORATION LTD

  • BIOCON LTD

  • BHARAT ELECTRONICS LTD

  • THE PHOENIX MILLS LTD

  • TEAMLEASE SERVICES LTD

  • K.P.R. MILL LTD

  • SONATA SOFTWARE LTD

  • BALKRISHNA INDUSTRIES LTD

  • GRANULES INDIA LTD

  • PAGE INDUSTRIES LTD

  • JINDAL STEEL & POWER LTD

  • BOSCH LTD

  • VOLTAS LTD

  • PIRAMAL PHARMA LTD

  • INDIAN RAILWAY CATERING AND TOURISM CORPORATION LTD

  • ASTRAL LTD (ERSTWHILE ASTRAL POLY TECHNIK LTD)

  • G R INFRAPROJECTS LTD

  • ACC LTD

  • GLAND PHARMA LTD

  • BHARAT HEAVY ELECTRICALS LTD

  • BRIGADE ENTERPRISES LTD

  • SOBHA LTD

  • TORRENT POWER LTD

  • CARBORUNDUM UNIVERSAL LTD

  • 3M INDIA LTD

  • LINDE INDIA LTD

  • MAHINDRA LOGISTICS LTD

  • SKF INDIA LTD

  • UPL LTD - (PARTLY PAIDUP) RIGHT ENTITLEMENTS - 26-11-2024

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  • Pharmaceuticals & Drugs

  • Miscellaneous

  • Auto Ancillary

  • Bank - Private

  • Construction - Real Estate

  • IT - Software

  • Cement & Construction Materials

  • Finance - Others

  • Telecommunication - Service Provider

  • Pesticides & Agrochemicals

  • Port

  • Hospital & Healthcare Services

  • Consumer Food

  • Finance - NBFC

  • Insurance

  • Diesel Engines

  • Engineering - Industrial Equipments

  • Textile

  • Gas Transmission/Marketing

  • Finance - Housing

  • Refineries

  • Bank - Public

  • Castings/Forgings

  • Ceramics/Marble/Granite/Sanitaryware

  • Chemicals

  • Automobiles-Trucks/Lcv

  • Edible Oil

  • Finance Term Lending

  • Defence

  • Professional Services

  • Tyres & Allied

  • Steel/Sponge Iron/Pig Iron

  • Air Conditioners

  • Travel Services

  • Plastic Products

  • Engineering - Construction

  • Abrasives

  • Power Generation/Distribution

  • Diversified

  • Industrial Gases & Fuels

  • Logistics

  • Bearings

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

Most Recent Dividend

  • 21/01/2019

  • 22/12/2017

  • 31/12/2015

  • 29/11/2013

  • Cash

  • Equity

  • Rights

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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 ₹4,505.38 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 ₹1.26(0.82%)yesterday to ₹154.3435.

Among its top 3 holdings the fund has exposure to A) REPO, 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

022 6282 7777
service@tataamc.com
+91 (22) 22613782