Tata Mid Cap Growth Fund - Growth - Direct Plan

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  • (-0.48%)Nav, as on 25-02-2025

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  • Net Change on 25-02-2025

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  • Assets (Cr.)

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Fund Overview Growth | Direct 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 - Direct Plan Growth -8.72 -10.37 3.69 18.20 21.39 19.32
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 - Direct Plan Growth Jan 01, 2013 3.69 18.20 21.39 0.68 4,353.63
HDFC Mid Cap Opportunities Fund -Direct Plan - Growth Option Dec 31, 2012 6.64 24.27 25.41 0.79 73,510.09
Kotak Emerging Equity Scheme - Growth - Direct Jan 01, 2013 11.88 18.91 22.90 0.44 49,091.55
Nippon India Growth Fund - Direct Plan Growth Plan - Growth Jan 01, 2013 7.71 22.00 24.56 0.78 33,033.09
Axis Midcap Fund - Direct Plan - Growth Jan 01, 2013 Unrated 10.29 15.39 19.70 0.55 28,380.17
Motilal Oswal Midcap Fund-Direct Plan-Growth Option Feb 24, 2014 21.75 28.78 27.69 0.65 24,488

Fund Holdings as on 31-January-2025

  • MAX FINANCIAL SERVICES LTD

  • MUTHOOT FINANCE LTD

  • JUBILANT FOODWORKS LTD

  • ALKEM LABORATORIES LTD

  • LUPIN LTD

  • AUROBINDO PHARMA LTD

  • ICICI LOMBARD GENERAL INSURANCE CO. LTD

  • CUMMINS INDIA LTD

  • UNO MINDA LTD

  • MPHASIS LTD

  • OBEROI REALTY LTD

  • PI INDUSTRIES LTD

  • JSW INFRASTRUCTURE LTD

  • FEDERAL BANK LTD

  • AU SMALL FINANCE BANK LTD

  • CASH / NET CURRENT ASSET

  • BHARTI HEXACOM LTD

  • KAJARIA CERAMICS LTD

  • MAX HEALTHCARE INSTITUTE LTD

  • THERMAX LTD

  • PERSISTENT SYSTEMS LTD

  • LIC HOUSING FINANCE LTD

  • AIA ENGINEERING LTD

  • ASHOK LEYLAND LTD

  • THE RAMCO CEMENTS LTD

  • TEAMLEASE SERVICES LTD

  • ZF COMMERCIAL VEHICLE CONTROL SYSTEMS INDIA LTD

  • AAVAS FINANCIERS LTD

  • SONATA SOFTWARE LTD

  • IDFC FIRST BANK LTD

  • BIOCON LTD

  • HINDUSTAN PETROLEUM CORPORATION LTD

  • NAVIN FLUORINE INTERNATIONAL LTD

  • GRANULES INDIA LTD

  • ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD

  • INDUS TOWERS LTD

  • J K CEMENT LTD

  • POWER FINANCE CORPORATION LTD

  • INDRAPRASTHA GAS LTD

  • KEC INTERNATIONAL LTD

  • INDIAN BANK

  • PATANJALI FOODS LTD

  • THE PHOENIX MILLS LTD

  • G R INFRAPROJECTS LTD

  • UPL LTD

  • BALKRISHNA INDUSTRIES LTD

  • BHARAT ELECTRONICS LTD

  • PIRAMAL PHARMA LTD

  • INDIAN RAILWAY CATERING AND TOURISM CORPORATION LTD

  • ASTRAL LTD (ERSTWHILE ASTRAL POLY TECHNIK LTD)

  • L&T FINANCE LTD

  • PAGE INDUSTRIES LTD

  • K.P.R. MILL LTD

  • A) REPO

  • BOSCH LTD

  • ACC LTD

  • GLAND PHARMA LTD

  • BRIGADE ENTERPRISES LTD

  • VOLTAS LTD

  • CARBORUNDUM UNIVERSAL LTD

  • APL APOLLO TUBES LTD

  • SOBHA LTD

  • BHARAT HEAVY ELECTRICALS LTD

  • 3M INDIA LTD

  • TORRENT POWER LTD

  • MAHINDRA LOGISTICS LTD

  • LINDE INDIA LTD

  • SKF INDIA LTD

  • OIL INDIA LTD

  • WAAREE ENERGIES LTD

  • UPL LTD - (PARTLY PAIDUP) RIGHT ENTITLEMENTS - 26-11-2024

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  • Pharmaceuticals & Drugs

  • IT - Software

  • Bank - Private

  • Construction - Real Estate

  • Auto Ancillary

  • Finance - NBFC

  • Cement & Construction Materials

  • Finance - Others

  • Port

  • Pesticides & Agrochemicals

  • Finance - Housing

  • Telecommunication - Service Provider

  • Miscellaneous

  • Consumer Food

  • Insurance

  • Diesel Engines

  • Engineering - Industrial Equipments

  • Engineering - Construction

  • Textile

  • Ceramics/Marble/Granite/Sanitaryware

  • Hospital & Healthcare Services

  • Castings/Forgings

  • Automobiles-Trucks/Lcv

  • Professional Services

  • Refineries

  • Chemicals

  • Finance Term Lending

  • Gas Transmission/Marketing

  • Bank - Public

  • Edible Oil

  • Tyres & Allied

  • Defence

  • Plastic Products

  • Travel Services

  • Air Conditioners

  • Abrasives

  • Steel & Iron Products

  • Diversified

  • Power Generation/Distribution

  • Logistics

  • Industrial Gases & Fuels

  • Bearings

  • Oil Exploration

  • Electric Equipment

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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

  • Cash

  • Equity

  • Rights

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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-Jan-2013 and currently has an AUM of ₹4,353.63 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 ₹-2.03(-0.48%)yesterday to ₹418.3418.

Among its top 3 holdings the fund has exposure to MAX FINANCIAL SERVICES 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