MyWealthGrowth.com logo
HomeMutual Funds

Tata Mid Cap Growth Fund

Tata Mid Cap Growth Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

21.74

as on 17 Sep 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 18,050 today.

Invest Now

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

  • ₹ 243.301

    as on 17 Sep 2021
  • Regular - Growth

  • 9 / 25

  • ₹ 5,000

  • ₹ 1,282 Cr.

    as on 17 Sep 2021
  • 2.31%

    since 31 May 2021
  • 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 ₹ 243.301 as on 17 Sep 2021.

This fund has 17 years of track record. Since 31 May 2021 expense ratio of this fund is 2.31%. 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. 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 9.82% 17.07% 36.37% 86.00% 61.46% 29.89% 21.35% 21.37% 89.97% 77.19% 53.90% 31.44% 22.46%
Category Average 6.09% 12.62% 26.85% 65.56% 39.06% 19.62% 16.12% 18.18% 67.97% 53.96% 37.06% 22.67% 19.56%
Tata Mid Cap Growth Fund 4.75%₹ 10,474 12.74%₹ 11,274 25.57%₹ 12,556 62.68%₹ 16,267 63.75%₹ 15,828 37.05%₹ 18,798 51.24%₹ 38,005 21.74%₹ 18,050 36.36%₹ 60,217 17.25%₹ 22,181 23.12%₹ 1,06,478 19.49%₹ 59,456 20.58%₹ 3,55,584
DSP Midcap Fund 6.02%₹ 10,602 9.22%₹ 10,921 23.21%₹ 12,321 48.76%₹ 14,875 51.56%₹ 15,133 34.62%₹ 18,136 44.24%₹ 35,952 19.40%₹ 17,031 32.77%₹ 57,444 16.03%₹ 21,046 21.09%₹ 1,01,395 18.59%₹ 55,106 20.23%₹ 3,48,980
Axis Mid Cap Fund 7.84%₹ 10,783 15.78%₹ 11,577 27.87%₹ 12,787 63.11%₹ 16,311 68.42%₹ 16,089 40.57%₹ 19,778 52.04%₹ 38,243 24.06%₹ 19,107 38.77%₹ 62,118 21.35%₹ 26,342 27.31%₹ 1,17,745 21.37%₹ 69,501 22.46%₹ 3,93,598
Invesco India Midcap Fund 5.49%₹ 10,548 12.91%₹ 11,290 23.64%₹ 12,364 57.22%₹ 15,722 60.12%₹ 15,623 37.86%₹ 19,021 49.05%₹ 37,360 19.87%₹ 17,232 35.11%₹ 59,244 17.75%₹ 22,658 23.03%₹ 1,06,265 19.36%₹ 58,804 20.70%₹ 3,57,839
Kotak Emerging Equity Fund 5.34%₹ 10,534 11.21%₹ 11,121 25.27%₹ 12,527 68.90%₹ 16,889 67.91%₹ 16,061 39.92%₹ 19,594 55.29%₹ 39,213 22.08%₹ 18,205 38.92%₹ 62,242 17.79%₹ 22,694 24.21%₹ 1,09,319 20.87%₹ 66,710 22.16%₹ 3,87,242
PGIM India Midcap Opportunities Fund 6.50%₹ 10,650 15.75%₹ 11,574 36.37%₹ 13,636 86.00%₹ 18,600 89.97%₹ 17,271 61.46%₹ 26,102 77.19%₹ 45,992 29.89%₹ 21,930 53.90%₹ 75,012 20.25%₹ 25,169 31.44%₹ 1,29,866 - -

Portfolio Holdings

Portfolio holdings pattern of Tata Mid Cap Growth Fund as on 20 Sep 2021 are listed below:

  • Equity Holdings:

    97.35%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    2.65%

Top Sector Holdings of Tata Mid Cap Growth Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 8.58% ₹ 109.94 Cr.
Computers - software 3.69% ₹ 95.41 Cr.
Pharmaceuticals 7.25% ₹ 93.08 Cr.
Nbfc 6.87% ₹ 88.13 Cr.
Power 4.57% ₹ 58.65 Cr.
Others 69.04% -

Top Stock Holdings of Tata Mid Cap Growth Fund

Name of StocksHolding PercentageHolding Values in Crore
Navin Flourine International Ltd. 3.90% ₹ 50.02 Cr.
Voltas Limited 3.75% ₹ 48.06 Cr.
Tata Power Co. Ltd. 3.52% ₹ 45.18 Cr.
Pi Industries Ltd. 3.40% ₹ 43.66 Cr.
Laurus Labs Ltd. 3.22% ₹ 41.32 Cr.
Others 82.21% -

Other Holdings

Holding TypeHolding Percentage
Repo 2.90%
Net Receivables -0.25%