Tata Mid Cap Growth Fund – Direct Growth

Equity · Mid Cap
 · ★★★
₹ 100
Min SIP
₹ 5,000
Min Lumpsum
0.79 %
Expense Ratio
★★★
Rating
3,292
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 10 April 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 59% 25.5% 24% 21.1%
Category Average 62.6% 29.6% 24.7% -

Scheme Allocation

By Holding
By Sector
By Asset
3.66%
3.1%
Others
83.69%
View all Holdings
Holdings Sector Instrument Asset
Thermax Capital Goods-Non Electrical Equipment Equity 3.66%
Cummins India Capital Goods-Non Electrical Equipment Equity 3.41%
Aurobindo Pharma Pharmaceuticals Equity 3.25%
B H E L Capital Goods - Electrical Equipment Equity 3.1%
P I Industries Agro Chemicals Equity 2.89%
CreditAcc. Gram. Finance Equity 2.58%
AIA Engineering Castings, Forgings & Fastners Equity 2.57%
Lupin Pharmaceuticals Equity 2.41%
Bharat Electron Aerospace & Defence Equity 2.41%
Kajaria Ceramics Ceramic Products Equity 2.39%
Godrej Consumer FMCG Equity 2.31%
Birlasoft Ltd IT - Software Equity 2.31%
JSW Infrast Marine Port & Services Equity 2.27%
Uno Minda Auto Ancillaries Equity 2.2%
IDFC First Bank Banks Equity 2.03%
Oberoi Realty Realty Equity 2.01%
Adani Ports Marine Port & Services Equity 2%
K E C Intl. Capital Goods - Electrical Equipment Equity 1.97%
AAVAS Financiers Finance Equity 1.96%
Biocon Pharmaceuticals Equity 1.81%
Sobha Realty Equity 1.8%
LIC Housing Fin. Finance Equity 1.74%
Max Financial Finance Equity 1.71%
The Ramco Cement Cement Equity 1.69%
Carborundum Uni. Capital Goods-Non Electrical Equipment Equity 1.57%
Power Fin.Corpn. Finance Equity 1.56%
APL Apollo Tubes Steel Equity 1.55%
ACC Cement Equity 1.55%
Ashok Leyland Automobile Equity 1.52%
G R Infraproject Infrastructure Developers & Operators Equity 1.49%
H P C L Refineries Equity 1.49%
Federal Bank Banks Equity 1.48%
Persistent Sys IT - Software Equity 1.43%
Indus Towers Telecomm Equipment & Infra Services Equity 1.41%
Indian Bank Banks Equity 1.4%
Torrent Power Power Generation & Distribution Equity 1.37%
Bosch Auto Ancillaries Equity 1.33%
Brigade Enterpr. Realty Equity 1.32%
Phoenix Mills Realty Equity 1.25%
Navin Fluo.Intl. Chemicals Equity 1.24%
K P R Mill Ltd Readymade Garments/ Apparells Equity 1.19%
Voltas Consumer Durables Equity 1.19%
Alkem Lab Pharmaceuticals Equity 1.18%
Bank of India Banks Equity 1.06%
Page Industries Readymade Garments/ Apparells Equity 1.03%
Hero Motocorp Automobile Equity 0.99%
Granules India Pharmaceuticals Equity 0.96%
Piramal Pharma Pharmaceuticals Equity 0.96%
Linde India Chemicals Equity 0.96%
3M India Diversified Equity 0.93%
Container Corpn. Logistics Equity 0.92%
Mahindra Logis. Logistics Equity 0.92%
Astral Plastic products Equity 0.89%
Crompton Gr. Con Consumer Durables Equity 0.88%
Jubilant Food. Quick Service Restaurant Equity 0.8%
Piramal Enterp. Finance Equity 0.76%
Vesuvius India Refractories Equity 0.72%
SKF India Bearings Equity 0.72%
Shoppers Stop Retail Equity 0.69%
Team Lease Serv. Miscellaneous Equity 0.62%
Industrial Products
11.05%
Pharmaceuticals & Biotech
10.71%
Finance
9.22%
Electrical Equipments
8.28%
Realty
6.54%
Others
54.2%
View all Sectors
Sectors Asset
Industrial Products 11.05%
Pharmaceuticals & Biotech 10.71%
Finance 9.22%
Electrical Equipments 8.28%
Realty 6.54%
Banks 6.09%
Consumer Durables 4.78%
Transport Infrastructure 4.21%
IT-Software 4.02%
Auto Components 3.46%
Cement & Cement Products 3.44%
Fertilisers & Agrochemica 2.79%
Aerospace & Defense 2.49%
Textiles & Apparels 2.16%
Personal Products 2.16%
Transport Services 2.01%
Chemicals & Petrochemical 1.92%
Insurance 1.68%
Petroleum Products 1.62%
Agricultural, Commercial 1.53%
Telecom-Services 1.25%
Cash & Others 1.11%
Power 1.11%
Construction 1.09%
Diversified 0.97%
Automobiles 0.94%
Leisure Services 0.85%
Healthcare Services 0.82%
Retailing 0.69%
Commercial Services & Sup 0.69%
Debt 0.32%
Equity
97.81%
Net Curr Ass/Net Receivables
1.33%
Reverse Repos
0.86%

Advance Ratio

1.38
Alpha
3.69
SD
0.83
Beta
1.32
Sharpe

Exit Load

Exit Load On or before expiry of 365 days from the date allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment: Nil On or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investment: 1% Redemption after expiry of 365 days from the date of allotment: Nil

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 Managers

Satish Chandra Mishra

Mr Mishra, who has more than 13 years of experience in the sector, joined Tata MF in 2017. He has held positions with PINC Research, Indian Farmers Fertilizer Cooperative Ltd., and HDFC Securities Ltd.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Tata Mutual Fund
AUM:
1,47,271 Cr
Address:
1903, B-Wing, Parinee Crescenzo, G-Block, Bandra Kurla Complex, Bandra East Mumbai - 400051
Contact:
6657 8282.
Email ID:
service@tataamc.com

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Frequently Asked Questions

How to invest in Tata Mid Cap Growth Fund – Direct Growth ?

You can invest in Tata Mid Cap Growth Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Tata Mid Cap Growth Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Tata Mid Cap Growth Fund – Direct Growth ?

The NAV of Tata Mid Cap Growth Fund – Direct Growth is ₹427 as of 10 April 2024.

How to redeem Tata Mid Cap Growth Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Tata Mid Cap Growth Fund – Direct Growth?

The minimum SIP amount of Tata Mid Cap Growth Fund – Direct Growth is ₹100

What are the top sectors Tata Mid Cap Growth Fund – Direct Growth has invested in?

The top sectors Tata Mid Cap Growth Fund – Direct Growth has invested in are
  1. Industrial Products - 11.05%
  2. Pharmaceuticals & Biotech - 10.71%
  3. Finance - 9.22%
  4. Electrical Equipments - 8.28%
  5. Realty - 6.54%

Can I make investments in both the SIP and Lump Sum schemes of Tata Mid Cap Growth Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of Tata Mid Cap Growth Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have Tata Mid Cap Growth Fund – Direct Growth generated ?

The Tata Mid Cap Growth Fund – Direct Growth has delivered 21.1% since inception

What is the expense ratio of Tata Mid Cap Growth Fund – Direct Growth ?

The expense ratio of Tata Mid Cap Growth Fund – Direct Growth is 0.79 % as of 10 April 2024.

What is the AUM of Tata Mid Cap Growth Fund – Direct Growth?

The AUM of Tata Mid Cap Growth Fund – Direct Growth is ₹1,47,271 Cr as of 10 April 2024

What are the top stock holdings of Tata Mid Cap Growth Fund – Direct Growth?

The top stock holdings of Tata Mid Cap Growth Fund – Direct Growth are
  1. Thermax - 3.66%
  2. Cummins India - 3.41%
  3. Aurobindo Pharma - 3.25%
  4. B H E L - 3.1%
  5. P I Industries - 2.89%

How can I redeem my investments in Tata Mid Cap Growth Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Tata Mid Cap Growth Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now