- 1M
- 3M
- 6M
- 1YR
- 3YR
- 5YR
- 10YR
- Since Inception
Fund Information
-
3,223.96 Cr.
-
Growth
-
1.94%
-
Equity- Mid Cap Fund
-
NIFTY Midcap 150 TRI
-
01 Jul 1994
-
Tata Mutual Funds know more
Fund Managed By
Riskometer
Investors understand that their
principal
will be at Very High risk
Return Comparison
| Fund Name | 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Category Best | 10.43% | -7.63% | -9.27% | 15.64% | 36.44% | 26.61% | 38.00% | 16.55% |
| Category Average | 7.21% | -11.72% | -12.63% | 6.63% | 27.88% | 17.79% | 31.75% | 14.61% |
| Tata Mid Cap Growth Fund | 8.49% | -9.20% | -12.36% | 3.91% | 27.42% | 17.34% | 30.33% | 14.06% |
| Motilal Oswal Mid Cap 30 Fund | 2.58% | -19.49% | -14.78% | 13.06% | 36.44% | 26.61% | 38.00% | 16.47% |
| HDFC Mid-Cap Opportunities Fund | 6.11% | -10.21% | -9.85% | 6.98% | 31.26% | 23.46% | 35.69% | 16.55% |
| Nippon India Growth Fund | 8.27% | -10.28% | -11.19% | 10.47% | 33.34% | 22.19% | 35.82% | 16.42% |
| Edelweiss Mid Cap Fund | 7.63% | -12.23% | -10.45% | 13.09% | 32.51% | 21.40% | 35.47% | - |
| Invesco India Mid Cap Fund | 7.81% | -12.51% | -9.27% | 15.64% | 33.76% | 21.19% | 32.13% | 15.72% |
Fund Portfolio Details
Equity 96.24%
Debt 0.00%
Others 3.76%
Top Equity Holdings
| Name of the Equity | Holding Percentage |
|---|---|
| Max Financial Services Ltd | 3.28% |
| MUTHOOT FINANCE LTD. | 3.03% |
| Alkem Laboratories Ltd | 2.94% |
| LUPIN LTD. | 2.89% |
| Jubilant FoodWorks Ltd | 2.85% |
| Others | 85.01% |
Allocation by Sector
| Name of the Sector | Holding Percentage |
|---|---|
| Financial Services | 20.91% |
| Financial | 17.76% |
| Healthcare | 14.61% |
| Capital Goods | 12.27% |
| Materials | 7.40% |
| Others | 27.05% |
Portfolio Holdings shown is as of 28 Feb 2025