Tata Mid Cap Growth Fund - Growth - Regular Plan

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  • 0.03 %Nav, as on 22-09-2023

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  • Net Change on 22-09-2023

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

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 0.75 11.53 21.71 29.10 18.76 12.42
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 21.71 29.10 18.76 2.02 2,449.13
HDFC Mid-Cap Opportunities Fund - Growth Plan Jun 25, 2007 28.97 34.92 18.92 1.53 47,236.04
Kotak Emerging Equity Scheme - Growth Mar 30, 2007 15.92 31.24 19.24 1.52 33,091.23
Axis Midcap Fund - Regular Plan - Growth Feb 18, 2011 Unrated 11.69 23.71 16.94 1.62 22,664.68
Nippon India Growth Fund-Growth Plan-Growth Option Oct 08, 1995 23.98 34.31 20.63 1.71 18,343.36
DSP Midcap Fund - Regular Plan - Growth Nov 14, 2006 Unrated 15.80 19.97 14.53 1.72 15,053.28

Fund Holdings as on 31-August-2023

  • IDFC FIRST BANK LTD

  • THERMAX LTD

  • AUROBINDO PHARMA LTD

  • AIA ENGINEERING LTD

  • PI INDUSTRIES LTD

  • KAJARIA CERAMICS LTD

  • CUMMINS INDIA LTD

  • CREDITACCESS GRAMEEN LTD

  • INDIAN BANK

  • LUPIN LTD

  • BIRLASOFT LTD

  • BHARAT HEAVY ELECTRICALS LTD

  • APL APOLLO TUBES LTD

  • BANDHAN BANK LTD

  • A) REPO

  • NAVIN FLUORINE INTERNATIONAL LTD

  • RBL BANK LTD

  • THE RAMCO CEMENTS LTD

  • HINDUSTAN UNILEVER LTD

  • CARBORUNDUM UNIVERSAL LTD

  • PERSISTENT SYSTEMS LTD

  • ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD

  • ACC LTD

  • COROMANDEL INTERNATIONAL LTD

  • UNO MINDA LTD

  • LIC HOUSING FINANCE LTD

  • GODREJ CONSUMER PRODUCTS LTD

  • KEC INTERNATIONAL LTD

  • BHARAT ELECTRONICS LTD

  • FEDERAL BANK LTD

  • BRIGADE ENTERPRISES LTD

  • VESUVIUS INDIA LTD

  • PIRAMAL ENTERPRISES LTD

  • BIOCON LTD

  • K.P.R. MILL LTD

  • LINDE INDIA LTD

  • ZEE ENTERTAINMENT ENTERPRISES LTD

  • VOLTAS LTD

  • TRENT LTD

  • JUBILANT FOODWORKS LTD

  • SKF INDIA LTD

  • CROMPTON GREAVES CONSUMER ELECTRICALS LTD

  • ALKEM LABORATORIES LTD

  • PAGE INDUSTRIES LTD

  • POWER FINANCE CORPORATION LTD

  • ASHOK LEYLAND LTD

  • BOSCH LTD

  • THE PHOENIX MILLS LTD

  • HEALTHCARE GLOBAL ENTERPRISES LTD

  • INDUS TOWERS LTD

  • 3M INDIA LTD

  • ASTRAL LTD (ERSTWHILE ASTRAL POLY TECHNIK LTD)

  • HONEYWELL AUTOMATION INDIA LTD

  • SHOPPERS STOP LTD

  • SOBHA LTD

  • KNR CONSTRUCTIONS LTD

  • SCHAEFFLER (I) LTD

  • IPCA LABORATORIES LTD

  • CASH / NET CURRENT ASSET

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  • Bank - Private

  • Pharmaceuticals & Drugs

  • Engineering - Industrial Equipments

  • Finance - NBFC

  • IT - Software

  • Cement & Construction Materials

  • Household & Personal Products

  • Construction - Real Estate

  • Castings/Forgings

  • Pesticides & Agrochemicals

  • Diesel Engines

  • Ceramics/Marble/Granite/Sanitaryware

  • Auto Ancillary

  • Textile

  • Miscellaneous

  • Bank - Public

  • Engineering - Construction

  • Retailing

  • Steel & Iron Products

  • Bearings

  • Chemicals

  • Abrasives

  • Port

  • Fertilizers

  • Finance - Housing

  • Refractories

  • Industrial Gases & Fuels

  • TV Broadcasting & Software Production

  • Air Conditioners

  • Consumer Food

  • Consumer Durables - Domestic Appliances

  • Finance Term Lending

  • Automobiles-Trucks/Lcv

  • Hospital & Healthcare Services

  • Telecommunication - Service Provider

  • Diversified

  • Consumer Durables - Electronics

  • Plastic Products

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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

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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 ₹2,449.13 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 ₹0.1(0.03%)yesterday to ₹307.19.

Among its top 3 holdings the fund has exposure to IDFC FIRST BANK 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