Tata Mid Cap Growth Fund - Growth - Direct Plan

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  • 1.36 %Nav, as on 23-01-2025

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  • Net Change on 23-01-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

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 -5.89 -6.60 13.21 18.92 23.26 20.13
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 13.21 18.92 23.26 0.66 4,529.49
HDFC Mid Cap Opportunities Fund -Direct Plan - Growth Option Dec 31, 2012 17.35 24.84 26.93 0.76 77,967.21
Kotak Emerging Equity Scheme - Growth - Direct Jan 01, 2013 22.69 20.05 24.94 0.38 53,078.98
Nippon India Growth Fund - Direct Plan Growth Plan - Growth Jan 01, 2013 17.70 22.80 26.68 0.78 35,277.81
Axis Midcap Fund - Direct Plan - Growth Jan 01, 2013 Unrated 19.74 14.90 21.82 0.53 30,828.75
Motilal Oswal Midcap Fund-Direct Plan-Growth Option Feb 24, 2014 30.58 28.86 29.57 0.65 26,421.09

Fund Holdings as on 31-December-2024

  • A) REPO

  • MUTHOOT FINANCE LTD

  • MAX FINANCIAL SERVICES LTD

  • ALKEM LABORATORIES LTD

  • AUROBINDO PHARMA LTD

  • JUBILANT FOODWORKS LTD

  • CUMMINS INDIA LTD

  • LUPIN LTD

  • OBEROI REALTY LTD

  • UNO MINDA LTD

  • MPHASIS LTD

  • JSW INFRASTRUCTURE LTD

  • PI INDUSTRIES LTD

  • KAJARIA CERAMICS LTD

  • BHARTI HEXACOM LTD

  • FEDERAL BANK LTD

  • PERSISTENT SYSTEMS LTD

  • THERMAX LTD

  • TEAMLEASE SERVICES LTD

  • KEC INTERNATIONAL LTD

  • LIC HOUSING FINANCE LTD

  • ZF COMMERCIAL VEHICLE CONTROL SYSTEMS INDIA LTD

  • THE RAMCO CEMENTS LTD

  • SONATA SOFTWARE LTD

  • ASHOK LEYLAND LTD

  • AIA ENGINEERING LTD

  • HINDUSTAN PETROLEUM CORPORATION LTD

  • ICICI LOMBARD GENERAL INSURANCE CO. LTD

  • ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD

  • GRANULES INDIA LTD

  • AAVAS FINANCIERS LTD

  • BIOCON LTD

  • IDFC FIRST BANK LTD

  • POWER FINANCE CORPORATION LTD

  • G R INFRAPROJECTS LTD

  • INDRAPRASTHA GAS LTD

  • AU SMALL FINANCE BANK LTD

  • PIRAMAL PHARMA LTD

  • INDUS TOWERS LTD

  • BOSCH LTD

  • BALKRISHNA INDUSTRIES LTD

  • THE PHOENIX MILLS LTD

  • PATANJALI FOODS LTD

  • INDIAN BANK

  • K.P.R. MILL LTD

  • PAGE INDUSTRIES LTD

  • GLAND PHARMA LTD

  • BANK OF INDIA

  • BHARAT ELECTRONICS LTD

  • VOLTAS LTD

  • ASTRAL LTD (ERSTWHILE ASTRAL POLY TECHNIK LTD)

  • INDIAN RAILWAY CATERING AND TOURISM CORPORATION LTD

  • NAVIN FLUORINE INTERNATIONAL LTD

  • J K CEMENT LTD

  • ACC LTD

  • BRIGADE ENTERPRISES LTD

  • UPL LTD

  • CARBORUNDUM UNIVERSAL LTD

  • APL APOLLO TUBES LTD

  • BHARAT HEAVY ELECTRICALS LTD

  • CASH / NET CURRENT ASSET

  • SOBHA LTD

  • 3M INDIA LTD

  • TORRENT POWER LTD

  • MAHINDRA LOGISTICS LTD

  • SKF INDIA LTD

  • LINDE INDIA LTD

  • WAAREE ENERGIES LTD

  • OIL INDIA LTD

  • SOBHA LTD - RIGHTS - 19.06.2024

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

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  • Pharmaceuticals & Drugs

  • IT - Software

  • Construction - Real Estate

  • Miscellaneous

  • Auto Ancillary

  • Bank - Private

  • Port

  • Cement & Construction Materials

  • Finance - NBFC

  • Finance - Others

  • Telecommunication - Service Provider

  • Pesticides & Agrochemicals

  • Finance - Housing

  • Engineering - Construction

  • Consumer Food

  • Diesel Engines

  • Engineering - Industrial Equipments

  • Textile

  • Bank - Public

  • Ceramics/Marble/Granite/Sanitaryware

  • Professional Services

  • Automobiles-Trucks/Lcv

  • Castings/Forgings

  • Refineries

  • Insurance

  • Finance Term Lending

  • Gas Transmission/Marketing

  • Tyres & Allied

  • Edible Oil

  • Defence

  • Air Conditioners

  • Plastic Products

  • Travel Services

  • Chemicals

  • Abrasives

  • Steel & Iron Products

  • Diversified

  • Power Generation/Distribution

  • Logistics

  • Bearings

  • Industrial Gases & Fuels

  • Electric Equipment

  • Oil Exploration

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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 ₹4,529.49 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 up ₹6.13(1.36%)yesterday to ₹456.6528.

Among its top 3 holdings the fund has exposure to A) REPO, 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