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Tata Mid Cap Growth Fund

Tata Mid Cap Growth Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

30.05

as on 29 Mar 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 22,027 today.

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NAV Performance

Tata Mid Cap Growth Fund performance graph for last 3 years
Performance of Tata Mid Cap Growth Fund for last 3 Years

Fund Information

  • ₹ 237.415

    as on 29 Mar 2023
  • Regular - Growth

  • 6 / 25

  • ₹ 5,000

  • ₹ 1,456 Cr.

    as on 31 Dec 2021
  • 2.46%

  • 31 Mar 2004

  • Equity - Mid Cap Fund

  • Nifty 50

  • Tata Mutual Fund

    Show All Funds
  • Tata Mid Cap Growth Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Highlights of this fund

Tata Mid Cap Growth Fund is an Open-ended Equity Fund. The fund belongs to Mid Cap Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 31 Mar 2004. This fund is offered by one of the top AMC (Assets Management Company) Tata Mutual Fund. You can also view here all other Equity funds offered by Tata Mutual Fund.

Latest NAV of the fund is ₹ 237.415 as on 29 Mar 2023.

This fund has 19 years of track record. Since 30 Nov 2021 expense ratio of this fund is 2.46%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund Objective

To provide income distribution and / or medium to long term capital gains. Investments would be focused towards mid-cap stocks. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.

List of Fund Managers of Tata Mid Cap Growth Fund

  • About Satish Chandra Mishra

    Picture of Satish Chandra MishraSatish Mishra holds an industry experience of more than 13 years. At present, he is the Assistant Fund Manager for Tata Resources & Energy Fund. He joined Tata Asset Management Ltd. in July 2017 as a Research Analyst wherein he tracked Oil & Gas, Metals & Mining and Chemical sectors. He holds a Bachelor of Technology degree from IIT (BHU) Varanasi and a Post Graduate Diploma in Management from T A Pai Management Institute.
  • About Abhinav Sharma

    Picture of Abhinav SharmaAkhil Mittal possesses over 15 years of industry experience. He joined Tata Asset Management in June 2014 as a senior fund manager. He manages debt funds including ultra-short funds, short & long duration funds and fixed income allocation in hybrid funds. He has also managed the treasury department looking after working capital management, foreign exchange management & banking in his past stints. He is a Bachelor of Commerce & holds an MBA degree from University Business School.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best -0.59% -2.07% 2.14% 26.13% 41.90% 43.75% 17.67% 19.85% 6.93% 15.85% 25.36% 22.66% 17.51%
Category Average -2.24% -5.05% -3.33% 1.65% 13.73% 31.85% 11.57% 16.99% -2.70% 3.14% 15.85% 15.23% 14.59%
Tata Mid Cap Growth Fund -1.20%₹ 9,880 -3.54%₹ 9,645 -1.45%₹ 9,854 -0.61%₹ 9,938 -1.21%₹ 11,922 11.08%₹ 12,349 2.34%₹ 24,586 30.05%₹ 22,027 14.62%₹ 44,712 12.06%₹ 17,679 14.87%₹ 87,025 18.50%₹ 54,684 14.96%₹ 2,62,361
Kotak Emerging Equity Fund -2.40%₹ 9,759 -3.47%₹ 9,652 -1.70%₹ 9,830 3.92%₹ 10,391 0.76%₹ 12,049 14.27%₹ 13,072 5.36%₹ 25,348 35.41%₹ 24,867 19.05%₹ 47,609 13.49%₹ 18,839 17.89%₹ 93,704 19.85%₹ 61,237 17.51%₹ 3,00,925
PGIM India Midcap Opportunities Fund -2.58%₹ 9,742 -5.63%₹ 9,436 -6.28%₹ 9,372 -1.60%₹ 9,839 -5.85%₹ 11,619 15.78%₹ 13,420 1.67%₹ 24,418 42.10%₹ 28,750 19.97%₹ 48,222 16.58%₹ 21,548 21.72%₹ 1,02,838 - -
Edelweiss Mid Cap Fund -1.02%₹ 9,898 -3.60%₹ 9,639 -2.79%₹ 9,721 2.69%₹ 10,268 -0.26%₹ 11,984 14.04%₹ 13,018 4.21%₹ 25,057 36.06%₹ 25,228 18.52%₹ 47,258 12.05%₹ 17,676 17.46%₹ 92,732 - -
Axis Mid Cap Fund -2.42%₹ 9,757 -4.16%₹ 9,584 -5.61%₹ 9,439 -4.56%₹ 9,544 -5.98%₹ 11,610 8.86%₹ 11,859 -1.41%₹ 23,651 25.29%₹ 19,693 10.63%₹ 42,213 13.76%₹ 19,068 13.62%₹ 84,392 17.94%₹ 52,129 15.37%₹ 2,68,267
Nippon India Growth Fund -1.96%₹ 9,804 -4.76%₹ 9,524 -2.45%₹ 9,754 3.25%₹ 10,324 -0.47%₹ 11,970 15.63%₹ 13,385 5.05%₹ 25,268 34.53%₹ 24,389 18.77%₹ 47,422 13.68%₹ 19,000 17.41%₹ 92,627 16.66%₹ 46,768 15.39%₹ 2,68,549

Portfolio Holdings

Portfolio holdings pattern of Tata Mid Cap Growth Fund as on 31 Mar 2023 are listed below:

  • Equity Holdings:

    96.88%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    3.11%

Top Sector Holdings of Tata Mid Cap Growth Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 8.08% ₹ 122.66 Cr.
NBFC 5.71% ₹ 86.51 Cr.
Computers - Software 5.20% ₹ 78.85 Cr.
Hospital 5.12% ₹ 77.78 Cr.
Auto ancillaries 3.96% ₹ 60.16 Cr.
Others 71.93% -

Top Stock Holdings of Tata Mid Cap Growth Fund

Name of StocksHolding PercentageHolding Values in Crore
Voltas Limited 3.46% ₹ 52.42 Cr.
Navin Flourine International Ltd. 3.26% ₹ 49.42 Cr.
Crompton Greaves Consumer Electricals Ltd. 2.93% ₹ 44.40 Cr.
Jindal Steel & Power Ltd. 2.74% ₹ 41.50 Cr.
Pi Industries Ltd. 2.70% ₹ 40.96 Cr.
Others 84.91% -

Other Holdings

Holding TypeHolding Percentage
TREPS 1.98%
Repo 1.55%
Net Receivables -0.42%