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Tata Midcap Growth Direct Plan IDCW

Equity
Mid Cap
Very High Risk
73.03%
1Y return
+0.88% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 29 Jul 2021₹80.84
Min. SIP Amount₹500
Rating3star
Fund Size₹1,282.28 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Equity Mid Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns73.0%21.0%17.2%20.5%
Category average72.8%17.0%15.6%NA
Rank with in category1767NA
Understand termsinfo

Holdings (50)

NameSectorInstrumentAssets
Navin Fluorine International Ltd.ChemicalsEquity3.9%
Voltas Ltd.Consumer DurableEquity3.8%
Tata Power Company Ltd.EnergyEquity3.5%
PI Industries Ltd.ChemicalsEquity3.4%
Laurus Labs Ltd.HealthcareEquity3.2%
Jubilant FoodWorks Ltd.ServicesEquity2.9%
Cholamandalam Investment & Finance Company Ltd.
FinancialEquity2.8%
Jindal Steel & Power Ltd.MetalsEquity2.7%
KNR Constructions Ltd.
ConstructionEquity2.4%
ICICI Bank Ltd.FinancialEquity2.3%
See All

Pros and cons

Category: Equity Mid Cap

Pros

  • Lower expense ratio - 1.1%
  • 3Y Returns are higher than the category average returns
  • 5Y Returns are higher than the category average returns

Cons

  • 1Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 1.1%

Inclusive of GST

Exit load

For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand termsinfo

Minimum investment amounts

Min. for 1st investment₹1,000
Min. for 2nd investment onwards₹5,000
Min. for SIP₹500

Fund management

Abhinav Sharma
Mar 2021 - Present
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Rupesh Patel
Jun 2017 - Present
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Fund house & investment objective

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Fund house contact details

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