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3 Year return
27.24%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹3637.33 Cr.
Expense Ratio
0.76% (inclusive of GST)
Exit Load
On or before expiry of 365 days from the date allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment: Nil On or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investment: 1% Redemption after expiry of 365 days from the date of allotment: Nil
Tax Implications
Withdrawal within 1 year
Exit load + 15% tax on gains
Withdrawal after 1 year
10% tax on gains over ₹1 Lakh per financial year
Fund Holdings
| Other Holdings | % of Asset |
|---|---|
| P I Industries | 2.51 % |
| CreditAcc. Gram. | 2.49 % |
| Godrej Consumer | 2.45 % |
| Kajaria Ceramics | 2.3 % |
| AIA Engineering | 2.3 % |
| Lupin | 2.26 % |
| AAVAS Financiers | 2.23 % |
| Uno Minda | 2.18 % |
| JSW Infrast | 2.13 % |
| Sobha | 2.03 % |
| IDFC First Bank | 2.03 % |
| K E C Intl. | 1.96 % |
| Biocon | 1.89 % |
| Oberoi Realty | 1.86 % |
| Birlasoft Ltd | 1.86 % |
| Adani Ports | 1.82 % |
| LIC Housing Fin. | 1.76 % |
| Reverse Repo | 1.73 % |
| Power Fin.Corpn. | 1.63 % |
| Carborundum Uni. | 1.62 % |
| Max Financial | 1.61 % |
| Indus Towers | 1.59 % |
| Ashok Leyland | 1.58 % |
| The Ramco Cement | 1.53 % |
| APL Apollo Tubes | 1.49 % |
| Federal Bank | 1.48 % |
| ACC | 1.45 % |
| H P C L | 1.43 % |
| G R Infraproject | 1.43 % |
| Torrent Power | 1.4 % |
| Indian Bank | 1.36 % |
| Brigade Enterpr. | 1.34 % |
| Alkem Lab | 1.33 % |
| Phoenix Mills | 1.3 % |
| Navin Fluo.Intl. | 1.25 % |
| Bosch | 1.19 % |
| K P R Mill Ltd | 1.12 % |
| Bank of India | 1.11 % |
| Persistent Sys | 1.11 % |
| Bharti Hexacom | 1.07 % |
| Voltas | 1.05 % |
| Muthoot Finance | 1.04 % |
| Linde India | 1.02 % |
| Piramal Pharma | 0.99 % |
| Container Corpn. | 0.99 % |
| Mahindra Logis. | 0.97 % |
| Crompton Gr. Con | 0.96 % |
| Page Industries | 0.96 % |
| Astral | 0.88 % |
| Granules India | 0.87 % |
| Hero Motocorp | 0.87 % |
| 3M India | 0.84 % |
| Net CA & Others | 0.8 % |
| Jubilant Food. | 0.76 % |
| Piramal Enterp. | 0.76 % |
| SKF India | 0.73 % |
| Team Lease Serv. | 0.69 % |
| Vesuvius India | 0.62 % |
| Shoppers Stop | 0.6 % |
Tata Mutual Fund Managers
SM
Satish Chandra Mishra
Fund Manager since Jun 2017
Fund House Details
Tata Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
|
Funds
|
3 Y Returns
|
ARQ Rating
|
|---|---|---|
|
Motilal Oswal Midcap Fund Direct IDCW Payout/Payout Payout |
37.32% |
4.5 |
|
Quant Mid Cap Fund IDCW Direct Plan Payout |
34.75% |
4 |
|
Mahindra Manulife Mid Cap Fund Direct Plan IDCW Payout |
29.43% |
2 |
Schemes by Tata Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Dynamic Asset Allocation or Balanced Advantage
TATA Balanced Advantage Fund Direct Plan Growth
Hybrid . Dynamic Asset Allocation or Balanced Advantage
TATA Balanced Advantage Fund Direct Plan Payout of IDCW Payout
Hybrid . Arbitrage Fund
TATA Arbitrage Fund Direct Plan Monthly Payout of IDCW Payout
Hybrid . Arbitrage Fund
TATA Arbitrage Fund Direct Plan Monthly Reinvestment of IDCW Reinvestment
Hybrid . Arbitrage Fund
TATA Arbitrage Fund Direct Plan Growth
About TATA Mid Cap Growth Fund Direct Plan-Growth
TATA Mid Cap Growth Fund Direct Plan-Growth is an open-ended equity mutual fund made available by the TATA Mutual Fund. The fund is included in the category of mid-cap funds as it mainly invests in mid-cap company equities. These may be medium-sized businesses that could possibly show growth in the future. The fund also invests in a smaller percentage of large-cap and small-cap stocks. Being an open-ended fund, the investor can buy or sell fund units at any time.
Investment Objective of the Scheme
The investment objective of the TATA Mid Cap Growth Fund Direct Plan-Growth is to reach long-term capital appreciation by equity investment in stocks of mid-cap companies with a strong prospect for growth. The aim of the fund is to select stocks of mid-cap companies that are relevant enough and may perform better than some large-cap companies.
Key Features of The Fund
| 5-year return | 25.47% |
| Expense Ratio | 0.76% |
| Fund Manager | Satish Chandra Mishra |
| Fund Size | ₹3637.33 Cr |
| Risk Profile | Very High |
Is This Scheme Right for Me?
If you are an investor searching for a fair amount of exposure to mid-sized companies with strong growth prospects, you may want to consider the TATA Mid Cap Growth Fund Direct Plan-Growth fund. If you are an investor with a substantial tolerance for risk and willing to bet on mid-cap stocks that may surpass certain established large-caps in the future, this may be a good fund to think about. However, before deciding, ensure that your investments align with your financial requirements and related goals.
AMC Contact Details
| Name | Tata Mutual Fund |
| Launch Date | March 1994 |
| Addresss | Mulla House, Ground Floor, 51, M.G. Road, Near Flora Fountain, Mumbai – 400 001 Maharashtra |
| Contact | (022) 6282 7777 |
| service@tataamc.com | |
| Website | https://www.tatamutualfund.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
