Tata Mid Cap Growth Fund Regular Plan- Growth Option
Category: Equity: Mid Cap
Launch Date: 01-07-1994
AUM:
₹ 3,637.33 Cr
Expense Ratio
1.9%
Benchmark
NIFTY Midcap 150 TRI
ISIN
INF277K01626
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
Satish Chandra Mishra
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Tata Mid Cap Growth Fund Regular Plan- Growth Option | 51.9 | 25.1 | 24.19 |
| NIFTY MIDCAP 150 TRI | 54.26 | 27.7 | 26.57 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
387.3482
Last change
3.67 (0.9464%)
Fund Size (AUM)
₹ 3,637.33 Cr
Performance
15.21% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme is due for redemption in 2004. The scheme will have investments of up to 90 per cent in equities, while it can take up to 40 per cent exposure in debt instruments. Liquidity is provided by listing in BSE and MSE.
Fund Manager
Satish Chandra Mishra
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Cummins India Ltd. | 3.42 |
| Bharat Heavy Electricals Ltd. | 3.25 |
| Aurobindo Pharma Ltd. | 3.17 |
| Thermax Ltd. | 2.98 |
| Bharat Electronics Ltd. | 2.57 |
| PI Industries Ltd. | 2.51 |
| CreditAccess Grameen Ltd. | 2.49 |
| Godrej Consumer Products Ltd. | 2.45 |
| Kajaria Ceramics Ltd. | 2.3 |
| AIA Engineering Ltd. | 2.3 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 16.74 |
| Capital Goods | 15.53 |
| Healthcare | 11.27 |
| Construction | 7.96 |
| Services | 7.96 |
| Materials | 6.16 |
| Automobile | 5.82 |
| Metals & Mining | 5.41 |
| Chemicals | 4.78 |
| Technology | 2.97 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Tata Mid Cap Gr Fund Reg Gr | 24.19 |
| Quant MidCap Gr | 34.34 |
| JM Midcap Fund Reg Gr | 0.0 |
| ITI Mid Cap Fund Reg Gr | 0.0 |
| Mahindra Manulife Mid Cap Fund Reg Gr | 27.08 |
| HSBC Midcap Fund Reg Growth | 21.44 |
| Motilal Oswal Midcap Fund Reg Gr | 27.86 |
| Nippon India Growth Fund Gr Gr | 26.4 |
| ICICI Pru MidCap Gr | 22.77 |
| HDFC Mid-Cap Opportunities Gr | 25.38 |