Tata Midcap Growth Direct Plan IDCW

Equity
Mid Cap
Very High Risk
Payout
34.27%
3Y annualised
-1.14% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 24 Mar 2023₹85.89
Min. SIP amount₹150
Rating3
Fund size₹1,759.67Cr

Return calculator

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

Returns and rankings

Category: Equity Mid Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-0.1%34.3%13.7%17.6%
Category average0.8%35.3%11.3%NA
Rank with in category251510NA
Understand terms

Holdings (54)

NameSectorInstrumentAssets
Thermax Ltd.Capital GoodsEquity3.6%
AIA Engineering Ltd.Metals & MiningEquity3.4%
Indian BankFinancialEquity3.2%
RBL Bank Ltd.FinancialEquity3.1%
Cummins India Ltd.Capital GoodsEquity3.0%
IDFC First Bank Ltd.FinancialEquity3.0%
The Federal Bank Ltd.FinancialEquity2.9%
PI Industries Ltd.ChemicalsEquity2.9%
Eicher Motors Ltd.AutomobileEquity2.8%
Navin Fluorine International Ltd.ChemicalsEquity2.5%
See All

Pros and cons

Category: Equity Mid Cap

Pros

Cons

5Y and 10Y annualised returns higher than category average
Consistently lower annualised returns than category average for the past 1Y and 3Y
Lower expense ratio: 0.98%

Expense ratio, exit load and tax

Expense ratio: 0.98%

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 terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹150

Fund management

Abhinav Sharma
Mar 2021 - Present
View details

Fund house & investment objective

Fund house contact details

Address
9th Floor, Mafatlal Centre,Nariman Point, Mumbai 400021
Phone
1800-209-0101
Launch Date
30 Jun 1995
Website
NA
Tata Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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