Tata Mid Cap Growth Fund - IDCW - Regular Plan

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  • Net Change on 17-05-2024

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Fund Overview IDCW | 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 - IDCW Option 6.92 10.87 55.97 25.90 24.82 13.23
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 - IDCW Option Jul 01, 1994 55.97 25.90 24.82 1.90 3,637.33
HDFC Mid-Cap Opportunities Fund - IDCW Plan Jun 25, 2007 56.41 29.34 25.86 1.44 63,413.49
Kotak Emerging Equity Scheme - Payout of Income Distribution cum capital withdrawal option Mar 30, 2007 46.83 24.90 25.30 1.47 42,699.18
NIPPON INDIA GROWTH FUND - IDCW Option Oct 08, 1995 58.85 30.36 26.48 1.63 26,821.89
Axis Midcap Fund - Regular Plan - IDCW Feb 18, 2011 Unrated 43.69 21.21 23.04 1.59 26,636.78
SBI Magnum MidCap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Mar 29, 2005 37.86 25.21 25.30 1.69 17,910.24

Fund Holdings as on 30-April-2024

  • CUMMINS INDIA LTD

  • BHARAT HEAVY ELECTRICALS LTD

  • AUROBINDO PHARMA LTD

  • THERMAX LTD

  • BHARAT ELECTRONICS LTD

  • PI INDUSTRIES LTD

  • CREDITACCESS GRAMEEN LTD

  • GODREJ CONSUMER PRODUCTS LTD

  • KAJARIA CERAMICS LTD

  • AIA ENGINEERING LTD

  • LUPIN LTD

  • AAVAS FINANCIERS LTD

  • UNO MINDA LTD

  • JSW INFRASTRUCTURE LTD

  • IDFC FIRST BANK LTD

  • SOBHA LTD

  • KEC INTERNATIONAL LTD

  • BIOCON LTD

  • OBEROI REALTY LTD

  • BIRLASOFT LTD

  • ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD

  • LIC HOUSING FINANCE LTD

  • A) REPO

  • POWER FINANCE CORPORATION LTD

  • CARBORUNDUM UNIVERSAL LTD

  • MAX FINANCIAL SERVICES LTD

  • INDUS TOWERS LTD

  • ASHOK LEYLAND LTD

  • THE RAMCO CEMENTS LTD

  • APL APOLLO TUBES LTD

  • FEDERAL BANK LTD

  • ACC LTD

  • G R INFRAPROJECTS LTD

  • HINDUSTAN PETROLEUM CORPORATION LTD

  • TORRENT POWER LTD

  • INDIAN BANK

  • BRIGADE ENTERPRISES LTD

  • ALKEM LABORATORIES LTD

  • THE PHOENIX MILLS LTD

  • NAVIN FLUORINE INTERNATIONAL LTD

  • BOSCH LTD

  • K.P.R. MILL LTD

  • PERSISTENT SYSTEMS LTD

  • BANK OF INDIA

  • BHARTI HEXACOM LTD

  • VOLTAS LTD

  • MUTHOOT FINANCE LTD

  • LINDE INDIA LTD

  • CONTAINER CORPORATION OF INDIA LTD

  • PIRAMAL PHARMA LTD

  • MAHINDRA LOGISTICS LTD

  • CROMPTON GREAVES CONSUMER ELECTRICALS LTD

  • PAGE INDUSTRIES LTD

  • ASTRAL LTD (ERSTWHILE ASTRAL POLY TECHNIK LTD)

  • HERO MOTOCORP LTD

  • GRANULES INDIA LTD

  • 3M INDIA LTD

  • CASH / NET CURRENT ASSET

  • JUBILANT FOODWORKS LTD

  • PIRAMAL ENTERPRISES LTD

  • SKF INDIA LTD

  • TEAMLEASE SERVICES LTD

  • VESUVIUS INDIA LTD

  • SHOPPERS STOP LTD

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  • Pharmaceuticals & Drugs

  • Engineering - Industrial Equipments

  • Construction - Real Estate

  • Finance - NBFC

  • Finance - Housing

  • Port

  • Bank - Private

  • Diesel Engines

  • Engineering - Construction

  • Auto Ancillary

  • Cement & Construction Materials

  • IT - Software

  • Telecommunication - Service Provider

  • Miscellaneous

  • Pesticides & Agrochemicals

  • Bank - Public

  • Household & Personal Products

  • Castings/Forgings

  • Ceramics/Marble/Granite/Sanitaryware

  • Textile

  • Logistics

  • Finance Term Lending

  • Abrasives

  • Finance - Others

  • Automobiles-Trucks/Lcv

  • Steel & Iron Products

  • Refineries

  • Power Generation/Distribution

  • Chemicals

  • Air Conditioners

  • Industrial Gases & Fuels

  • Consumer Durables - Domestic Appliances

  • Plastic Products

  • Automobile Two & Three Wheelers

  • Diversified

  • Consumer Food

  • Bearings

  • Professional Services

  • Refractories

  • Retailing

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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

  • 24/11/2014

  • 29/11/2013

  • 17/05/2010

  • 24/12/2007

  • 19/11/2007

  • 26/03/2007

  • 28/08/2006

  • 17/09/2004

  • 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 ₹3,637.33 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 ₹1.78(1.62%)yesterday to ₹111.1583.

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