Tata Mid Cap Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹5,000

Tata Mid Cap Growth Direct Plan

NAV
₹468.5996
-2.89%
(19 Mar)
AUM
5,505 Cr
TER
0.64%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
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Compare with other fund
1Y
+10.6%
+10.5%
+10.3%
+9.1%
+8.1%
+6.0%
3Y
+25.8%
+26.0%
+24.9%
+25.0%
+21.1%
+20.3%
5Y
+20.4%
NA
+21.4%
+21.2%
+17.6%
+17.0%
ALL
+20.1%
+20.3%
+17.7%
+20.8%
+18.6%
+14.9%
VOL
16.0%
14.7%
16.8%
16.8%
16.2%
-
TER
0.5%
0.6%
0.7%
0.5%
0.6%
-
AUM
₹10,772 Cr
₹4,695 Cr
₹43,983 Cr
₹14,355 Cr
₹5,505 Cr
-
INFO
1.25
1.38
1.06
1.24
1.15
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Tata Mid Cap (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 28th Feb
Top holdings
A) Repo
4.0%
Indian Bank
3.3%
The Federal Bank Ltd
3.3%
Mankind Pharma Ltd
3.0%
UPL Ltd
2.7%
AU Small Finance Bank Ltd
2.6%
IndusInd Bank Ltd
2.6%
Cash / Net Current Asset
2.6%
Max Financial Services Ltd
2.5%
Glenmark Pharmaceuticals Ltd
2.3%
Top industry exposure
Financial Services
23.0%
Industrials
14.1%
Consumer Cyclical
13.9%
Healthcare
12.5%
Basic Materials
11.0%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
31%
Lock-in period
-
Exit load
• 0.5% for redemption within 30 days
Fund objective
To provide income distribution and / or medium to long term capital gains. Investments would be focused towards mid-cap stocks.
Fund manager(s)
Satish Mishra

FAQs