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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 IDCW Reinvestment
The Tata Mid Cap Growth Fund Direct Plan IDCW Reinvestment is a mutual fund scheme managed by Tata Mutual Fund. It is a mid-cap fund, which means that it invests in companies with a market capitalization of ₹50 billion to ₹200 billion. The fund invests in a diversified portfolio of equity and equity-related instruments of mid-cap companies with good growth potential. The fund is an open-ended fund, which means that it can issue and redeem units on a continuous basis. This makes it a flexible investment option for investors who want to buy or sell units whenever they want.The expense ratio of the fund is slightly higher than the category average.
Investment Objectives of the Scheme
The fund aims to generate long-term capital appreciation by investing in a diversified portfolio of equity and equity-related instruments of mid-cap companies with good growth potential. Investors should invest for an investment horizon of at least 3-5 years.
Key Features of The Fund
| 5-year return | 25.42% |
| Expense Ratio | 0.76% |
| Fund Manager | Satish Chandra Mishra |
| Fund Size | ₹3637.33 Cr |
| Risk Profile | Very High |
Is This Scheme Right for Me?
The Tata Mid Cap Growth Fund Direct Plan IDCW Reinvestment is a good investment option for investors who are looking for long-term capital appreciation in a diversified portfolio of mid-cap growth stocks. However, it is important to remember that this is a mid-risk fund and investors should only invest if they are comfortable with the possibility of moderate losses.
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.
