Tata Mid Cap Growth Fund - IDCW - Direct Plan

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  • (-0.84%)Nav, as on 01-04-2025

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  • Net Change on 01-04-2025

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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 8.09 -8.38 8.08 18.78 30.84 19.49
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 8.08 18.78 30.84 0.69 3,954.92
HDFC Mid-Cap Opportunities Fund - IDCW Option - Direct Plan Dec 31, 2012 11.39 24.92 35.66 0.83 67,578.59
Kotak Emerging Equity Scheme - Payout of Income Distribution cum capital withdrawal option - Direct Jan 01, 2013 16.52 19.62 33.51 0.45 43,941.48
NIPPON INDIA GROWTH FUND - DIRECT Plan - IDCW Option Jan 01, 2013 14.67 23.48 35.81 0.80 30,276.31
Axis Midcap Fund - Direct Plan - IDCW Jan 01, 2013 Unrated 12.57 15.81 26.98 0.57 26,087.92
Motilal Oswal Midcap Fund-Direct - IDCW Payout/Reinvestment Feb 24, 2014 18.17 28.68 38.50 0.68 23,703.68

Fund Holdings as on 28-February-2025

  • MAX FINANCIAL SERVICES LTD

  • MUTHOOT FINANCE LTD

  • ALKEM LABORATORIES LTD

  • LUPIN LTD

  • JUBILANT FOODWORKS LTD

  • AUROBINDO PHARMA LTD

  • ICICI LOMBARD GENERAL INSURANCE CO. LTD

  • CUMMINS INDIA LTD

  • CASH / NET CURRENT ASSET

  • INDRAPRASTHA GAS LTD

  • UNO MINDA LTD

  • FEDERAL BANK LTD

  • MPHASIS LTD

  • AU SMALL FINANCE BANK LTD

  • JSW INFRASTRUCTURE LTD

  • PI INDUSTRIES LTD

  • OBEROI REALTY LTD

  • BHARTI HEXACOM LTD

  • MAX HEALTHCARE INSTITUTE LTD

  • KAJARIA CERAMICS LTD

  • PERSISTENT SYSTEMS LTD

  • ASHOK LEYLAND LTD

  • THERMAX LTD

  • ZF COMMERCIAL VEHICLE CONTROL SYSTEMS INDIA LTD

  • AIA ENGINEERING LTD

  • LIC HOUSING FINANCE LTD

  • AAVAS FINANCIERS LTD

  • THE RAMCO CEMENTS LTD

  • INDIAN BANK

  • A) REPO

  • ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD

  • HINDUSTAN PETROLEUM CORPORATION LTD

  • IDFC FIRST BANK LTD

  • TEAMLEASE SERVICES LTD

  • NAVIN FLUORINE INTERNATIONAL LTD

  • UPL LTD

  • INDUS TOWERS LTD

  • J K CEMENT LTD

  • PATANJALI FOODS LTD

  • BIOCON LTD

  • THE PHOENIX MILLS LTD

  • GRANULES INDIA LTD

  • POWER FINANCE CORPORATION LTD

  • BALKRISHNA INDUSTRIES LTD

  • L&T FINANCE LTD

  • KEC INTERNATIONAL LTD

  • GLAND PHARMA LTD

  • PAGE INDUSTRIES LTD

  • ASTRAL LTD (ERSTWHILE ASTRAL POLY TECHNIK LTD)

  • SONATA SOFTWARE LTD

  • VOLTAS LTD

  • BHARAT ELECTRONICS LTD

  • BOSCH LTD

  • K.P.R. MILL LTD

  • G R INFRAPROJECTS LTD

  • PIRAMAL PHARMA LTD

  • ACC LTD

  • INDIAN RAILWAY CATERING AND TOURISM CORPORATION LTD

  • APL APOLLO TUBES LTD

  • BRIGADE ENTERPRISES LTD

  • SOBHA LTD

  • BHARAT HEAVY ELECTRICALS LTD

  • 3M INDIA LTD

  • TORRENT POWER LTD

  • CARBORUNDUM UNIVERSAL LTD

  • LINDE INDIA LTD

  • SKF INDIA LTD

  • MAHINDRA LOGISTICS LTD

  • WAAREE ENERGIES LTD

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

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  • Pharmaceuticals & Drugs

  • Bank - Private

  • Auto Ancillary

  • IT - Software

  • Construction - Real Estate

  • Finance - NBFC

  • Miscellaneous

  • Cement & Construction Materials

  • Port

  • Finance - Others

  • Pesticides & Agrochemicals

  • Telecommunication - Service Provider

  • Finance - Housing

  • Consumer Food

  • Insurance

  • Diesel Engines

  • Engineering - Industrial Equipments

  • Gas Transmission/Marketing

  • Engineering - Construction

  • Textile

  • Hospital & Healthcare Services

  • Ceramics/Marble/Granite/Sanitaryware

  • Automobiles-Trucks/Lcv

  • Castings/Forgings

  • Bank - Public

  • Refineries

  • Chemicals

  • Professional Services

  • Edible Oil

  • Finance Term Lending

  • Tyres & Allied

  • Plastic Products

  • Defence

  • Air Conditioners

  • Travel Services

  • Steel & Iron Products

  • Diversified

  • Power Generation/Distribution

  • Abrasives

  • Industrial Gases & Fuels

  • Bearings

  • Logistics

  • 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

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 ₹3,954.92 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 ₹-1.22(-0.84%)yesterday to ₹144.391.

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