Tata Mid Cap Growth Fund

Equity · Mid Cap
 · ★★★
150
Min SIP
5,000
Min Lumpsum
0.97 %
Expense Ratio
★★★
Rating
1,882
Fund Size (in Cr)
10 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 26 May 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 21.1% 32.9% 15.7% 18.5%
Category Average 22.9% 37.7% 14.3% -

Scheme Allocation

By Holding
By Sector
By Asset
Thermax
3.61%
AIA Engineering
3.47%
Indian Bank
3.4%
P I Industries
3.35%
IDFC First Bank
3.13%
Others
83.04%
Industrial Products
14.22%
Banks
13.63%
Electrical Equipments
6.82%
Finance
5.75%
Fertilisers & Agrochemica
5.21%
Others
54.37%
Equity
97.72%
Net Curr Ass/Net Receivables
1.38%
Reverse Repos
0.93%

Advance Ratio

0.18
Alpha
4.15
SD
0.8
Beta
0.55
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:
88,392 Cr
Address:
1903, B-Wing, Parinee Crescenzo, G-Block, Bandra Kurla Complex, Bandra East Mumbai - 400051
Contact:
6657 8282.
Email ID:
service@tataamc.com

Frequently Asked Questions

How to invest in Tata Mid Cap Growth Fund ?

You can invest in Tata Mid Cap Growth Fund 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 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 ?

The NAV of Tata Mid Cap Growth Fund is ₹289.6 as of 26 May 2023.

How to redeem Tata Mid Cap Growth Fund 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?

The minimum SIP amount of Tata Mid Cap Growth Fund is ₹150

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

The top sectors Tata Mid Cap Growth Fund has invested in are
  1. Thermax - 3.61%
  2. AIA Engineering - 3.47%
  3. Indian Bank - 3.4%
  4. P I Industries - 3.35%
  5. IDFC First Bank - 3.13%

How much returns have Tata Mid Cap Growth Fund generated ?

The Tata Mid Cap Growth Fund has delivered 18.5% since inception

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

The expense ratio of Tata Mid Cap Growth Fund is 0.97 % as of 26 May 2023.

What is the AUM of Tata Mid Cap Growth Fund?

The AUM of Tata Mid Cap Growth Fund is ₹88,392 Cr as of 26 May 2023

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

The top stock holdings of Tata Mid Cap Growth Fund are
  1. Thermax - 3.61%
  2. AIA Engineering - 3.47%
  3. Indian Bank - 3.4%
  4. P I Industries - 3.35%
  5. IDFC First Bank - 3.13%
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