Tata Mid Cap Growth Fund - IDCW - Direct Plan

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  • (-1.98%)Nav, as on 25-04-2025

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  • Net Change on 25-04-2025

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  • Assets (Cr.)

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Fund Overview IDCW | 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- IDCW Option 2.75 1.97 6.64 20.06 30.05 19.74
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- IDCW Option Jan 01, 2013 6.64 20.06 30.05 0.68 4,333.24
HDFC Mid-Cap Opportunities Fund - IDCW Option - Direct Plan Dec 31, 2012 12.38 25.36 34.81 0.89 72,610.08
Kotak Emerging Equity Scheme - Payout of Income Distribution cum capital withdrawal option - Direct Jan 01, 2013 14.93 20.18 32.49 0.46 48,128.71
NIPPON INDIA GROWTH FUND - DIRECT Plan - IDCW Option Jan 01, 2013 15.12 24.89 35.11 0.74 33,174.74
Axis Midcap Fund - Direct Plan - IDCW Jan 01, 2013 Unrated 12.65 17.54 26.46 0.55 28,063.01
Motilal Oswal Midcap Fund-Direct - IDCW Payout/Reinvestment Feb 24, 2014 15.54 28.01 39.07 0.64 26,028.34

Fund Holdings as on 31-March-2025

  • A) REPO

  • MAX FINANCIAL SERVICES LTD

  • CASH / NET CURRENT ASSET

  • ALKEM LABORATORIES LTD

  • LUPIN LTD

  • JUBILANT FOODWORKS LTD

  • AUROBINDO PHARMA LTD

  • CUMMINS INDIA LTD

  • ICICI LOMBARD GENERAL INSURANCE CO. LTD

  • MUTHOOT FINANCE LTD

  • INDRAPRASTHA GAS LTD

  • AU SMALL FINANCE BANK LTD

  • JSW INFRASTRUCTURE LTD

  • MPHASIS LTD

  • UNO MINDA LTD

  • FEDERAL BANK LTD

  • PI INDUSTRIES LTD

  • BHARTI HEXACOM LTD

  • OBEROI REALTY LTD

  • MAX HEALTHCARE INSTITUTE LTD

  • ZF COMMERCIAL VEHICLE CONTROL SYSTEMS INDIA LTD

  • THERMAX LTD

  • LIC HOUSING FINANCE LTD

  • PERSISTENT SYSTEMS LTD

  • HINDUSTAN PETROLEUM CORPORATION LTD

  • KAJARIA CERAMICS LTD

  • AIA ENGINEERING LTD

  • THE RAMCO CEMENTS LTD

  • L&T FINANCE LTD

  • INDIAN BANK

  • ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD

  • NAVIN FLUORINE INTERNATIONAL LTD

  • J K CEMENT LTD

  • BIOCON LTD

  • POWER FINANCE CORPORATION LTD

  • INDUS TOWERS LTD

  • VOLTAS LTD

  • UPL LTD

  • IDFC FIRST BANK LTD

  • THE PHOENIX MILLS LTD

  • PATANJALI FOODS LTD

  • GRANULES INDIA LTD

  • BHARAT ELECTRONICS LTD

  • ASHOK LEYLAND LTD

  • KEC INTERNATIONAL LTD

  • TEAMLEASE SERVICES LTD

  • PIRAMAL PHARMA LTD

  • BALKRISHNA INDUSTRIES LTD

  • K.P.R. MILL LTD

  • PAGE INDUSTRIES LTD

  • GLAND PHARMA LTD

  • BOSCH LTD

  • ACC LTD

  • INDIAN RAILWAY CATERING AND TOURISM CORPORATION LTD

  • G R INFRAPROJECTS LTD

  • ASTRAL LTD (ERSTWHILE ASTRAL POLY TECHNIK LTD)

  • SONATA SOFTWARE LTD

  • BHARAT HEAVY ELECTRICALS LTD

  • BRIGADE ENTERPRISES LTD

  • CARBORUNDUM UNIVERSAL LTD

  • SOBHA LTD

  • TORRENT POWER LTD

  • 3M INDIA LTD

  • LINDE INDIA LTD

  • SKF INDIA LTD

  • MAHINDRA LOGISTICS LTD

  • APL APOLLO TUBES LTD

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

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  • Pharmaceuticals & Drugs

  • Miscellaneous

  • Bank - Private

  • Auto Ancillary

  • Construction - Real Estate

  • IT - Software

  • Finance - NBFC

  • Cement & Construction Materials

  • Finance - Others

  • Port

  • Pesticides & Agrochemicals

  • Telecommunication - Service Provider

  • Consumer Food

  • Diesel Engines

  • Insurance

  • Engineering - Industrial Equipments

  • Gas Transmission/Marketing

  • Engineering - Construction

  • Textile

  • Hospital & Healthcare Services

  • Finance - Housing

  • Refineries

  • Ceramics/Marble/Granite/Sanitaryware

  • Castings/Forgings

  • Bank - Public

  • Chemicals

  • Finance Term Lending

  • Air Conditioners

  • Edible Oil

  • Defence

  • Automobiles-Trucks/Lcv

  • Professional Services

  • Tyres & Allied

  • Travel Services

  • Plastic Products

  • Abrasives

  • Power Generation/Distribution

  • Diversified

  • Industrial Gases & Fuels

  • Bearings

  • Logistics

  • Steel & Iron Products

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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

Most Recent Dividend

  • 21/01/2019

  • 22/12/2017

  • 31/12/2015

  • 29/11/2013

  • 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 ₹4,333.24 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 ₹-2.99(-1.98%)yesterday to ₹148.1534.

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