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Tata Mutual Fund

Tata Midcap Growth Direct Plan - Growth

NAV
returns change indicator
139.2526
as on 14 Jul 2020, 10:35 PM
-0.6119(0.44%)
Last Change
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Scheme Ratings

4
starstarstarstarstar
rated by CRISIL
3
starstarstarstarstar
rated by Morningstar
3
starstarstarstarstar
rated by Value Research
Videos: for Tata Mutual Fund
Tata Mid Cap Growth Fund

Start SIP in this Mutual Fund

Min SIP Amount
500
Suggested Date
15th of Every Month

Investment Performance

would have given a return of
110,871
star
121,647
star
99,263
star
102,655
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
2,656
Profit (absolute return)
2.66%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm Money

Investment Returns

In the last 3 months
15.92%
In the last 6 months
10.39%
In the last 1 year
3.07%
In the last 3 years
2.66%
In the last 5 years
30.00%
In the last 10 years
NA
Absolute Returns
CAGR

Scheme Riskometer

low
low
moderately low
moderately low
moderate
moderate
moderately high
moderately high
high
high
indicator
Investors understand that their principal will be at moderately high risk

Scheme Information

Tata Midcap Growth Direct Plan - Growth
Tata Midcap Growth Direct Plan - Growth
as of 30 Jun 2020, 05:30 AM
765.57 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days.
1.29%
Expense Ratio
Plan
Growth
4.32%
Cash Holding
Benchmark
NIFTY Midcap 100 Total Return Index
Scheme Document
Benchmark
NIFTY Midcap 100 Total Return Index
Exit Load
For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days.
Scheme Document

Sectors Holding in this Mutual Fund

as on 30 Jun 2020
Sort By
Chemicals
21.94%
167.94 Cr
Financial
15.38%
117.76 Cr
Services
11.34%
86.81 Cr
Healthcare
9.20%
70.44 Cr
Energy
9.06%
69.33 Cr
FMCG
7.57%
57.96 Cr
Construction
7.04%
53.88 Cr
Engineering
4.69%
35.91 Cr
Cash Holding
4.32%
33.07 Cr
Cons Durable
4.14%
31.69 Cr
View All
View All

Companies Holding in this Mutual Fund

as on 30 Jun 2020
Sort By
PI Industries Ltd.
5.70%
43.64 Cr
Bata India Ltd.
4.52%
34.60 Cr
Others
4.32%
33.07 Cr
Voltas Ltd.
4.14%
31.69 Cr
Trent Ltd.
3.62%
27.71 Cr
Navin Fluorine International Ltd.
3.55%
27.18 Cr
Jubilant FoodWorks Ltd.
3.38%
25.88 Cr
Gujarat Gas Ltd.
3.33%
25.49 Cr
Muthoot Finance Ltd.
3.31%
25.34 Cr
United Breweries Ltd.
3.05%
23.35 Cr
View All
View All

About Tata Midcap Growth Direct Plan - Growth

Tata Midcap Growth Direct Plan - Growth is a Equity mutual fund scheme from Tata Mutual Fund. This scheme was launched on 01 Jan 2013 and is currently managed by its fund managers Rupesh Patel and Ennette Fernandes. It has an AUM of ₹765.57 Crores and the latest NAV decalared is ₹139.253 as on 15 Jul 2020 at 1:38 pm.
Tata Midcap Growth Direct Plan - Growth scheme return performance in last 1 year is -3.07%, in last 3 years is 2.66% and 181.27% since scheme launch. The min. SIP amount to invest in this scheme is ₹500.

Scheme Details

AUM:765.57 Cr
Category:Equity: Mid Cap
Launch Date:01 Jan 2013
Fund Type:Open-End

Scheme Objective

The scheme seeks to provide income distribution and / or medium to long term capital gains. Investment would be focussed towards mid cap stocks.

AMC Information

Tata Mutual Fund
Tata Mutual Fund
View AMC Details
52,780.35 Cr
AUM
96
Schemes
Address
Address
9th Floor, Mafatlal Centre,Nariman Point,400021
Phone Number
Phone Number
Phone : 1800-209-0101