Tata Mid Cap Growth Fund - IDCW - Regular Plan

Other Plans and Options
  • (-0.16%)Nav, as on 16-09-2024

  • Previous Nav

  • Net Change on 16-09-2024

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

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 4.21 5.53 45.70 22.70 28.16 13.53
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 45.70 22.70 28.16 1.87 4,514.03
Kotak Emerging Equity Scheme - Payout of Income Distribution cum capital withdrawal option Mar 30, 2007 48.05 23.67 29.88 1.42 51,366.36
NIPPON INDIA GROWTH FUND - IDCW Option Oct 08, 1995 51.28 26.77 31.45 1.59 33,706.68
Axis Midcap Fund - Regular Plan - IDCW Feb 18, 2011 Unrated 45.49 18.22 26.37 1.56 31,321.58
SBI Magnum MidCap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Mar 29, 2005 36.20 22.85 29.64 1.66 21,516.89
DSP Midcap Fund - Regular Plan - IDCW Nov 14, 2006 Unrated 43.30 17.43 23.68 1.66 20,068.84

Fund Holdings as on 31-August-2024

  • AUROBINDO PHARMA LTD

  • ALKEM LABORATORIES LTD

  • CUMMINS INDIA LTD

  • MUTHOOT FINANCE LTD

  • MAX FINANCIAL SERVICES LTD

  • UNO MINDA LTD

  • PI INDUSTRIES LTD

  • LUPIN LTD

  • JSW INFRASTRUCTURE LTD

  • THERMAX LTD

  • AIA ENGINEERING LTD

  • KAJARIA CERAMICS LTD

  • KEC INTERNATIONAL LTD

  • GODREJ CONSUMER PRODUCTS LTD

  • OBEROI REALTY LTD

  • BIOCON LTD

  • MPHASIS LTD

  • LIC HOUSING FINANCE LTD

  • FEDERAL BANK LTD

  • ASHOK LEYLAND LTD

  • A) REPO

  • ICICI LOMBARD GENERAL INSURANCE CO. LTD

  • BHARAT ELECTRONICS LTD

  • ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD

  • CREDITACCESS GRAMEEN LTD

  • JUBILANT FOODWORKS LTD

  • BHARTI HEXACOM LTD

  • INDUS TOWERS LTD

  • POWER FINANCE CORPORATION LTD

  • TEAMLEASE SERVICES LTD

  • IDFC FIRST BANK LTD

  • HINDUSTAN PETROLEUM CORPORATION LTD

  • PERSISTENT SYSTEMS LTD

  • AAVAS FINANCIERS LTD

  • TORRENT POWER LTD

  • G R INFRAPROJECTS LTD

  • THE RAMCO CEMENTS LTD

  • BHARAT HEAVY ELECTRICALS LTD

  • THE PHOENIX MILLS LTD

  • APL APOLLO TUBES LTD

  • BANK OF INDIA

  • GRANULES INDIA LTD

  • PATANJALI FOODS LTD

  • CARBORUNDUM UNIVERSAL LTD

  • INDIAN BANK

  • BALKRISHNA INDUSTRIES LTD

  • SOBHA LTD

  • ZF COMMERCIAL VEHICLE CONTROL SYSTEMS INDIA LTD

  • ACC LTD

  • BOSCH LTD

  • PIRAMAL PHARMA LTD

  • BRIGADE ENTERPRISES LTD

  • VOLTAS LTD

  • NAVIN FLUORINE INTERNATIONAL LTD

  • PAGE INDUSTRIES LTD

  • SONATA SOFTWARE LTD

  • INDIAN RAILWAY CATERING AND TOURISM CORPORATION LTD

  • K.P.R. MILL LTD

  • ASTRAL LTD (ERSTWHILE ASTRAL POLY TECHNIK LTD)

  • MAHINDRA LOGISTICS LTD

  • 3M INDIA LTD

  • CONTAINER CORPORATION OF INDIA LTD

  • SKF INDIA LTD

  • LINDE INDIA LTD

  • CASH / NET CURRENT ASSET

  • OIL INDIA LTD

  • SOBHA LTD - RIGHTS - 19.06.2024

View More

  • Pharmaceuticals & Drugs

  • Construction - Real Estate

  • Engineering - Industrial Equipments

  • Auto Ancillary

  • Finance - NBFC

  • IT - Software

  • Port

  • Engineering - Construction

  • Bank - Private

  • Telecommunication - Service Provider

  • Finance - Housing

  • Diesel Engines

  • Finance - Others

  • Pesticides & Agrochemicals

  • Cement & Construction Materials

  • Bank - Public

  • Miscellaneous

  • Castings/Forgings

  • Ceramics/Marble/Granite/Sanitaryware

  • Household & Personal Products

  • Textile

  • Automobiles-Trucks/Lcv

  • Insurance

  • Logistics

  • Consumer Food

  • Finance Term Lending

  • Professional Services

  • Refineries

  • Power Generation/Distribution

  • Steel & Iron Products

  • Edible Oil

  • Abrasives

  • Tyres & Allied

  • Air Conditioners

  • Chemicals

  • Travel Services

  • Plastic Products

  • Diversified

  • Bearings

  • Industrial Gases & Fuels

  • Oil Exploration

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

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

  • Rights

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-Jul-1994 and currently has an AUM of ₹4,514.03 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 ₹-0.2(-0.16%)yesterday to ₹125.6394.

Among its top 3 holdings the fund has exposure to AUROBINDO PHARMA 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