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 18 March 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 48.7% 22.4% 22% 20.2%
Category Average 54.1% 26.2% 23.2% -

Scheme Allocation

By Holding
By Sector
By Asset
3.28%
2.9%
Others
84.75%
View all Holdings
Holdings Sector Instrument Asset
Thermax Capital Goods-Non Electrical Equipment Equity 3.28%
Cummins India Capital Goods-Non Electrical Equipment Equity 3.16%
Aurobindo Pharma Pharmaceuticals Equity 3.12%
B H E L Capital Goods - Electrical Equipment Equity 2.9%
P I Industries Agro Chemicals Equity 2.79%
CreditAcc. Gram. Finance Equity 2.68%
Kajaria Ceramics Ceramic Products Equity 2.6%
Bharat Electron Aerospace & Defence Equity 2.49%
Lupin Pharmaceuticals Equity 2.46%
Birlasoft Ltd IT - Software Equity 2.45%
AIA Engineering Castings, Forgings & Fastners Equity 2.41%
JSW Infrast Marine Port & Services Equity 2.41%
IDFC First Bank Banks Equity 2.22%
AAVAS Financiers Finance Equity 2.21%
Uno Minda Auto Ancillaries Equity 2.18%
Godrej Consumer FMCG Equity 2.16%
K E C Intl. Capital Goods - Electrical Equipment Equity 2.1%
Sobha Realty Equity 1.97%
Biocon Pharmaceuticals Equity 1.93%
Oberoi Realty Realty Equity 1.87%
LIC Housing Fin. Finance Equity 1.87%
Adani Ports Marine Port & Services Equity 1.8%
The Ramco Cement Cement Equity 1.78%
Max Financial Finance Equity 1.68%
ACC Cement Equity 1.66%
Power Fin.Corpn. Finance Equity 1.63%
APL Apollo Tubes Steel Equity 1.63%
H P C L Refineries Equity 1.62%
Persistent Sys IT - Software Equity 1.57%
Ashok Leyland Automobile Equity 1.53%
Federal Bank Banks Equity 1.51%
Brigade Enterpr. Realty Equity 1.44%
Indian Bank Banks Equity 1.44%
Carborundum Uni. Capital Goods-Non Electrical Equipment Equity 1.35%
Bosch Auto Ancillaries Equity 1.28%
Phoenix Mills Realty Equity 1.26%
Alkem Lab Pharmaceuticals Equity 1.25%
Indus Towers Telecomm Equipment & Infra Services Equity 1.25%
Voltas Consumer Durables Equity 1.21%
K P R Mill Ltd Readymade Garments/ Apparells Equity 1.12%
Torrent Power Power Generation & Distribution Equity 1.11%
Navin Fluo.Intl. Chemicals Equity 1.1%
G R Infraproject Infrastructure Developers & Operators Equity 1.09%
Container Corpn. Logistics Equity 1.04%
Page Industries Readymade Garments/ Apparells Equity 1.04%
Piramal Pharma Pharmaceuticals Equity 1%
Mahindra Logis. Logistics Equity 0.97%
3M India Diversified Equity 0.97%
Crompton Gr. Con Consumer Durables Equity 0.97%
Astral Plastic products Equity 0.95%
Granules India Pharmaceuticals Equity 0.95%
Hero Motocorp Automobile Equity 0.94%
Bank of India Banks Equity 0.92%
Jubilant Food. Quick Service Restaurant Equity 0.85%
SKF India Bearings Equity 0.83%
Piramal Enterp. Finance Equity 0.83%
Health.Global Healthcare Equity 0.82%
Linde India Chemicals Equity 0.82%
Vesuvius India Refractories Equity 0.72%
Shoppers Stop Retail Equity 0.69%
Team Lease Serv. Miscellaneous Equity 0.69%
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
98.57%
Net Curr Ass/Net Receivables
1.11%
Reverse Repos
0.32%
Others
0%

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:
1,31,663 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 ₹392 as of 18 March 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 20.2% 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 18 March 2024.

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

The AUM of Tata Mid Cap Growth Fund – Direct Growth is ₹1,31,663 Cr as of 18 March 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 - 3.28%
  2. Cummins India - 3.16%
  3. Aurobindo Pharma - 3.12%
  4. B H E L - 2.9%
  5. P I Industries - 2.79%

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