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Tata Mid Cap Growth Fund

Tata Mid Cap Growth Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

17.22

as on 10 Jun 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 16,125 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

  • ₹ 215.052

    as on 10 Jun 2021
  • Regular - Growth

  • 9 / 25

  • ₹ 5,000

  • ₹ 1,011 Cr.

    as on 10 Jun 2021
  • 2.38%

    since 31 Dec 2020
  • 31 Mar 2004

  • Equity - Mid Cap Fund

  • Nifty Midcap 100 TRI

  • 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 ₹ 215.052 as on 10 Jun 2021.

This fund has 17 years of track record. Since 31 Dec 2020 expense ratio of this fund is 2.38%. Ideally you shoulds compare this fund with the benchmark Nifty Midcap 100 TRI.

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. The scheme will make investments in equity and equity related instruments of well researched growth oriented companies.

List of Fund Managers of Tata Mid Cap Growth Fund

  • About Ennettee Fernandes

    Picture of Ennettee Fernandes
  • About Rupesh Patel

    Picture of Rupesh PatelRupesh brings in more than 18 years of experience which is spread across listed equity investments, private equity real estate investments, credit risk assessment and evaluation of infrastructure projects. He had joined Tata Mutual Fund in May 2008 and served assignments in equity research as the head of Portfolio Management Services vertical. He is a graduate in engineering from Sardar Patel University, Gujarat and holds a masters in business administration from Sardar Patel University, Gujarat.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Moderately 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 10.83% 20.86% 39.27% 105.46% 41.04% 22.31% 19.47% 19.24% 97.84% 67.37% 44.67% 26.41% 20.90%
Category Average 8.45% 10.48% 29.70% 77.22% 25.23% 14.94% 15.92% 16.36% 75.31% 45.82% 30.37% 19.05% 18.05%
Tata Mid Cap Growth Fund 6.90%₹ 10,689 8.79%₹ 10,879 27.12%₹ 12,711 68.56%₹ 16,856 68.30%₹ 16,067 23.96%₹ 15,374 42.60%₹ 35,445 17.22%₹ 16,125 29.86%₹ 55,236 16.61%₹ 21,571 19.45%₹ 97,396 17.55%₹ 50,458 19.00%₹ 3,26,425
DSP Midcap Fund 8.97%₹ 10,897 9.86%₹ 10,985 21.55%₹ 12,154 62.03%₹ 16,202 59.26%₹ 15,561 24.63%₹ 15,542 39.81%₹ 34,649 15.43%₹ 15,399 28.25%₹ 54,057 17.11%₹ 22,040 18.71%₹ 95,647 17.11%₹ 48,574 19.15%₹ 3,28,939
Invesco India Midcap Fund 7.73%₹ 10,773 7.49%₹ 10,748 25.16%₹ 12,516 63.47%₹ 16,347 61.82%₹ 15,705 24.33%₹ 15,468 40.92%₹ 34,965 16.27%₹ 15,736 28.22%₹ 54,038 16.97%₹ 21,907 19.33%₹ 97,108 17.99%₹ 52,369 19.07%₹ 3,27,548
Axis Mid Cap Fund 7.73%₹ 10,772 8.12%₹ 10,811 24.54%₹ 12,453 61.96%₹ 16,195 60.95%₹ 15,656 27.56%₹ 16,283 40.90%₹ 34,959 19.57%₹ 17,120 30.24%₹ 55,521 19.32%₹ 24,198 22.66%₹ 1,05,279 19.24%₹ 58,194 20.42%₹ 3,52,351
Kotak Emerging Equity Fund 8.28%₹ 10,827 10.52%₹ 11,052 32.01%₹ 13,201 83.96%₹ 18,395 82.40%₹ 16,842 27.50%₹ 16,267 49.28%₹ 37,387 17.17%₹ 16,108 33.48%₹ 57,952 17.77%₹ 22,670 21.26%₹ 1,01,768 19.06%₹ 57,317 20.90%₹ 3,61,661
PGIM India Midcap Opportunities Fund 8.30%₹ 10,830 15.17%₹ 11,516 39.27%₹ 13,926 105.46%₹ 20,545 97.84%₹ 17,673 41.04%₹ 19,911 67.37%₹ 42,845 22.31%₹ 18,326 44.67%₹ 66,903 19.47%₹ 24,353 26.41%₹ 1,15,185 - -

Portfolio Holdings

Portfolio holdings pattern of Tata Mid Cap Growth Fund as on 12 Jun 2021 are listed below:

  • Equity Holdings:

    98.45%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    1.52%

Top Sector Holdings of Tata Mid Cap Growth Fund

Name of SectorHolding PercentageHolding Values in Crore
Nbfc 8.50% ₹ 118.13 Cr.
Banks 8.98% ₹ 101.52 Cr.
Pharmaceuticals 5.44% ₹ 97.50 Cr.
Computers - software 5.93% ₹ 66.95 Cr.
Power 4.88% ₹ 55.15 Cr.
Others 66.27% -

Top Stock Holdings of Tata Mid Cap Growth Fund

Name of StocksHolding PercentageHolding Values in Crore
Voltas Limited 4.79% ₹ 54.11 Cr.
Cholamandalam Investment & Finance Co. Ltd. 3.96% ₹ 44.70 Cr.
Tata Power Co. Ltd. 3.38% ₹ 38.20 Cr.
Navin Flourine International Ltd. 3.25% ₹ 36.75 Cr.
Jubilant Foodworks Ltd. 3.09% ₹ 34.93 Cr.
Others 81.53% -

Other Holdings

Holding TypeHolding Percentage
Repo 2.50%
Net Receivables -0.98%