Tata Mid Cap Growth Fund Direct Plan Growth

Equity | Mid Cap

(NAV as of 08/10/2024)

495.71 (1.21)

3Y Returns

22.56%

Min SIP

₹100

Min Lumpsum

₹5000

Expense Ratio

0.81%

Fund Size

₹3041 Cr

Inception Date

01-Jan-13

Fund Manager

Satish Chandra Mishra

Exit Load

Nil upto 12% of investments and 1% for remaining investments on or before 365D, Nil after 365D.

Wealthzi View

Fund Traits

Zi Tags

Description

Market Risk / Risk Taken Compared to Benchmark

This fund has taken less risk than the Nifty Midcap 150 TRI benchmark but its beta is more than Mid Cap category average when compared on the 5 year period.

Fund Size

This fund has a high range AUM which ensures liquidity and stability.

SIP Returns

This fund has given more or less similar SIP returns than the Nifty Midcap 150 TRI benchmark and among the mid quartile in Mid Cap category when compared on the 5 year period.

Risk Adjusted Returns

This fund has given more or less similar risk adjusted returns than the Nifty Midcap 150 TRI benchmark and among the mid quartile in Mid Cap category when compared on the 5 year period.

Extra Returns Over Benchmark

This fund has beaten the Nifty Midcap 150 TRI benchmark and its alpha is more than Mid Cap category average when compared on a 3 year rolling period.

Returns Consistency

This fund has given more or less similar returns than the Nifty Midcap 150 TRI benchmark and among the mid quartile in Mid Cap category when compared on a 3 year rolling period.

Performance Against Inflation

This fund has given better inflation beating returns than the Nifty Midcap 150 TRI benchmark and among the top quartile in Mid Cap category when compared on a 3 year rolling period.

Overall Fund Zi Tag

Market Risk / Risk Taken Compared to Benchmark

→

Fund Size

→

SIP Returns

→

Risk Adjusted Returns

→

Extra Returns Over Benchmark

→

Returns Consistency

→

Performance Against Inflation

→

Overall Fund Zi Tag

Asset Allocation

Equity

98.74%

Debt & Others

1.26%

Market Cap Allocation

Large Cap

7.93%

Mid Cap

66.48%

Small Cap

24.33%

Other Cap

1.26%

Sector Allocation

Industrial Products

11.78%

Finance

9.79%

Pharmaceuticals

9.76%

Banks

8.50%

Electric Equipment

8.18%

Top Ten Holdings

Aurobindo Pharma Ltd

3.57%

Thermax Ltd

3.27%

Cummins India Ltd

3.20%

Bharat Heavy Electricals Ltd

2.97%

Creditaccess Grameen Ltd

2.96%

Investment Objective

The Investment Objective Of The Scheme Will Be To Provide Reasonable And Regular Income Along With Possible Capital Appreciation To Its Unitholder.

Fund House Detail

AMC Name

Tata Asset Management Limited

Scheme Document

http://www.tatamutualfund.com/downloads/scheme-information-document

Address

1903, B Wing, Parinee Crescenzo, G Block,Bandra Kurla Complex, Bandra East,Mumbai - 400 051

Similar Funds

Fund

Zi Tag

Tata Mid Cap Growth Fund Direct Plan Growth

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28.47%

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Quant Mid Cap Fund Direct Plan - Growth

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Motilal Oswal Large And Midcap Fund-Direct Growth

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Similar Funds

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43.36%

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Hdfc Mid-Cap Opportunities Fund - Direct Plan - Growth Option

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Edelweiss Mid Cap Fund - Direct Plan Growth Option

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Nippon India Growth Fund Direct Plan Growth Plan Growth

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Invesco India Midcap Fund - Direct Plan Growth

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Kotak Emerging Equity Fund - Direct Plan - Growth

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Icici Prudential Large And Mid Cap Fund - Direct Plan - Growth

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Invesco India Growth Opportunities Fund - Direct Plan Growth

58.73%

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Hdfc Large And Mid Cap Fund - Direct Plan - Growth

41.66%

22.74%

26.88%

Uti Core Equity Fund - Direct Growth Plan

47.85%

22.53%

26.73%

Icici Prudential Midcap Fund - Direct Plan - Growth

52.87%

22.07%

27.92%

Sbi Magnum Midcap Fund - Direct Plan - Growth

35.09%

21.91%

30.34%

Kotak Equity Opportunities Fund - Direct Plan - Growth

41.04%

21.51%

25.5%

Mirae Asset Midcap Fund - Direct Plan - Growth

39.83%

21.34%

30.54%

Franklin India Prima Fund - Direct Growth

50.55%

21.12%

25.87%

Aditya Birla Sun Life Midcap Fund -Plan - Growth-Direct Plan

45.26%

20.73%

26.82%

Hsbc Large & Mid Cap Fund-Direct Plan Growth

48.23%

20.43%

25.02%

Union Midcap Fund - Direct Plan - Growth

43.39%

20.34%

Dsp Equity Opportunities Fund - Direct Plan - Growth

47.4%

20.2%

24.42%

Nippon India Vision Fund Direct Plan Growth Plan Growth

46.71%

20.04%

24.23%

Edelweiss Large And Mid Cap Fund - Direct Plan Growth

43.75%

19.92%

25.06%

Baroda Bnp Paribas Large And Mid Cap Fund-Direct Growth

48.25%

19.91%

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