Tata Mid Cap Growth Fund - Growth - Regular Plan

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  • (-0.08%)Nav, as on 06-12-2024

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  • Net Change on 06-12-2024

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  • Assets (Cr.)

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Fund Overview Growth | Regular 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 Regular Plan- Growth 0.24 -2.65 29.08 22.22 25.75 13.22
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 Regular Plan- Growth Jul 01, 1994 29.08 22.22 25.75 1.87 4,443.96
HDFC Mid-Cap Opportunities Fund - Growth Plan Jun 25, 2007 34.55 29.13 29.68 1.39 75,037.43
Kotak Emerging Equity Scheme - Growth Mar 30, 2007 39.82 24.29 28.01 1.43 50,627.29
Nippon India Growth Fund-Growth Plan-Growth Option Oct 08, 1995 36.73 28.06 30.25 1.59 33,922.40
Axis Midcap Fund - Regular Plan - Growth Feb 18, 2011 Unrated 36.70 18.55 23.77 1.57 30,008.06
SBI Magnum MIDCAP FUND - REGULAR PLAN - GROWTH Mar 29, 2005 25.80 20.04 27.59 1.67 21,406.76

Fund Holdings as on 31-October-2024

  • MAX FINANCIAL SERVICES LTD

  • A) REPO

  • ALKEM LABORATORIES LTD

  • AUROBINDO PHARMA LTD

  • MUTHOOT FINANCE LTD

  • CUMMINS INDIA LTD

  • PI INDUSTRIES LTD

  • LUPIN LTD

  • THERMAX LTD

  • MPHASIS LTD

  • OBEROI REALTY LTD

  • UNO MINDA LTD

  • JSW INFRASTRUCTURE LTD

  • JUBILANT FOODWORKS LTD

  • FEDERAL BANK LTD

  • KAJARIA CERAMICS LTD

  • BHARTI HEXACOM LTD

  • GODREJ CONSUMER PRODUCTS LTD

  • LIC HOUSING FINANCE LTD

  • KEC INTERNATIONAL LTD

  • AIA ENGINEERING LTD

  • ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD

  • SONATA SOFTWARE LTD

  • ICICI LOMBARD GENERAL INSURANCE CO. LTD

  • PERSISTENT SYSTEMS LTD

  • THE RAMCO CEMENTS LTD

  • ASHOK LEYLAND LTD

  • G R INFRAPROJECTS LTD

  • HINDUSTAN PETROLEUM CORPORATION LTD

  • IDFC FIRST BANK LTD

  • TEAMLEASE SERVICES LTD

  • AAVAS FINANCIERS LTD

  • APL APOLLO TUBES LTD

  • POWER FINANCE CORPORATION LTD

  • CASH / NET CURRENT ASSET

  • PIRAMAL PHARMA LTD

  • INDIAN BANK

  • INDUS TOWERS LTD

  • BOSCH LTD

  • BANK OF INDIA

  • BIOCON LTD

  • BALKRISHNA INDUSTRIES LTD

  • PATANJALI FOODS LTD

  • ACC LTD

  • THE PHOENIX MILLS LTD

  • BHARAT ELECTRONICS LTD

  • ZF COMMERCIAL VEHICLE CONTROL SYSTEMS INDIA LTD

  • K.P.R. MILL LTD

  • NAVIN FLUORINE INTERNATIONAL LTD

  • UPL LTD

  • GLAND PHARMA LTD

  • PAGE INDUSTRIES LTD

  • VOLTAS LTD

  • GRANULES INDIA LTD

  • CARBORUNDUM UNIVERSAL LTD

  • J K CEMENT LTD

  • BRIGADE ENTERPRISES LTD

  • TORRENT POWER LTD

  • 3M INDIA LTD

  • BHARAT HEAVY ELECTRICALS LTD

  • INDIAN RAILWAY CATERING AND TOURISM CORPORATION LTD

  • ASTRAL LTD (ERSTWHILE ASTRAL POLY TECHNIK LTD)

  • SOBHA LTD

  • MAHINDRA LOGISTICS LTD

  • LINDE INDIA LTD

  • SKF INDIA LTD

  • OIL INDIA LTD

  • WAAREE ENERGIES LTD

  • SOBHA LTD - RIGHTS - 19.06.2024

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  • Pharmaceuticals & Drugs

  • IT - Software

  • Construction - Real Estate

  • Miscellaneous

  • Auto Ancillary

  • Engineering - Industrial Equipments

  • Finance - Others

  • Port

  • Pesticides & Agrochemicals

  • Cement & Construction Materials

  • Bank - Private

  • Engineering - Construction

  • Finance - NBFC

  • Finance - Housing

  • Telecommunication - Service Provider

  • Diesel Engines

  • Bank - Public

  • Consumer Food

  • Textile

  • Ceramics/Marble/Granite/Sanitaryware

  • Household & Personal Products

  • Castings/Forgings

  • Insurance

  • Automobiles-Trucks/Lcv

  • Refineries

  • Professional Services

  • Steel & Iron Products

  • Finance Term Lending

  • Tyres & Allied

  • Edible Oil

  • Chemicals

  • Air Conditioners

  • Abrasives

  • Power Generation/Distribution

  • Diversified

  • Plastic Products

  • Travel Services

  • Logistics

  • Industrial Gases & Fuels

  • Bearings

  • Oil Exploration

  • Electric Equipment

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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

  • 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-Jul-1994 and currently has an AUM of ₹4,443.96 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 ₹-0.34(-0.08%)yesterday to ₹438.4321.

Among its top 3 holdings the fund has exposure to MAX FINANCIAL SERVICES 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

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