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Tata Mid Cap Growth Fund

Tata Mid Cap Growth Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

26.06

as on 08 Dec 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 20,032 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

  • ₹ 340.349

    as on 08 Dec 2023
  • Regular - Growth

  • 12 / 25

  • ₹ 5,000

  • ₹ 1,882 Cr.

    as on 31 May 2023
  • 2.11%

  • 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 ₹ 340.349 as on 08 Dec 2023.

This fund has 19 years of track record. Since 31 Mar 2023 expense ratio of this fund is 2.11%. 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.
  • 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 10.11% 10.39% 30.79% 37.20% 41.90% 35.06% 26.93% 22.72% 58.78% 37.09% 32.14% 32.65% 21.39%
Category Average 6.77% 5.93% 22.63% 28.03% 17.36% 26.05% 20.71% 19.42% 44.76% 27.95% 23.48% 25.13% 18.03%
Tata Mid Cap Growth Fund 8.03%₹ 10,803 7.26%₹ 10,726 26.02%₹ 12,602 34.28%₹ 13,427 51.36%₹ 15,122 17.44%₹ 13,791 31.21%₹ 32,235 26.06%₹ 20,032 25.05%₹ 51,760 21.95%₹ 27,000 25.47%₹ 1,12,626 21.22%₹ 68,671 18.71%₹ 3,21,345
Kotak Emerging Equity Fund 4.95%₹ 10,494 4.63%₹ 10,462 19.95%₹ 11,994 24.68%₹ 12,468 36.97%₹ 14,284 15.80%₹ 13,409 24.92%₹ 30,504 26.29%₹ 20,141 22.04%₹ 49,666 22.21%₹ 27,295 25.31%₹ 1,12,189 22.72%₹ 77,645 19.56%₹ 3,36,451
SBI Magnum Mid Cap Fund 5.53%₹ 10,552 3.78%₹ 10,378 15.99%₹ 11,598 26.79%₹ 12,678 36.51%₹ 14,257 16.05%₹ 13,466 24.77%₹ 30,465 28.29%₹ 21,113 23.09%₹ 50,389 22.55%₹ 27,670 26.89%₹ 1,16,535 20.46%₹ 64,481 18.23%₹ 3,13,145
Nippon India Growth Fund 9.31%₹ 10,931 9.72%₹ 10,971 30.79%₹ 13,078 37.20%₹ 13,719 58.78%₹ 15,546 22.47%₹ 14,998 36.37%₹ 33,680 31.43%₹ 22,701 29.95%₹ 55,303 24.40%₹ 29,833 29.65%₹ 1,24,407 20.57%₹ 65,058 20.41%₹ 3,52,123
PGIM India Midcap Opportunities Fund 5.58%₹ 10,558 3.83%₹ 10,382 14.58%₹ 11,457 13.70%₹ 11,369 26.73%₹ 13,672 9.43%₹ 11,974 16.57%₹ 28,262 25.35%₹ 19,695 16.97%₹ 46,257 24.78%₹ 30,292 26.46%₹ 1,15,319 17.85%₹ 51,748 18.48%₹ 3,17,303
Motilal Oswal Midcap 30 Fund 7.85%₹ 10,784 7.41%₹ 10,741 22.82%₹ 12,282 31.71%₹ 13,171 50.34%₹ 15,064 24.23%₹ 15,431 34.30%₹ 33,096 35.06%₹ 24,637 32.14%₹ 56,934 24.58%₹ 30,039 30.43%₹ 1,26,734 - -

Portfolio Holdings

Portfolio holdings pattern of Tata Mid Cap Growth Fund as on 10 Dec 2023 are listed below:

  • Equity Holdings:

    97.49%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    2.51%

Top Sector Holdings of Tata Mid Cap Growth Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 13.73% ₹ 278.16 Cr.
Cement 3.79% ₹ 76.84 Cr.
Castings/Forgings 3.75% ₹ 75.94 Cr.
Chemicals - inorganic 3.62% ₹ 73.25 Cr.
Commercial vehicles 3.58% ₹ 72.58 Cr.
Others 71.53% -

Top Stock Holdings of Tata Mid Cap Growth Fund

Name of StocksHolding PercentageHolding Values in Crore
IDFC First Bank Ltd. 3.89% ₹ 78.75 Cr.
AIA Engineering Ltd. 3.75% ₹ 75.94 Cr.
Thermax Ltd. 3.52% ₹ 71.33 Cr.
Pi Industries Ltd. 3.33% ₹ 67.42 Cr.
Cummins India Ltd. 3.07% ₹ 62.13 Cr.
Others 82.44% -

Other Holdings

Holding TypeHolding Percentage
Repo 1.76%
Net Receivables 0.75%