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Home>Mutual Funds>Tata Mutual Fund>Tata Midcap Growth Direct Plan IDCW

Tata Midcap Growth Direct Plan IDCW

Equity
Mid Cap
Very High Risk
Payout
19.94%
3Y annualised
+1.28% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 16 May 2022₹78.64
Min. SIP amount₹150
Rating3
Fund size₹1,555.65Cr

Returns and rankings

Category: Equity Mid Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns11.4%19.9%12.2%18.2%
Category average72.8%17.0%15.6%NA
Rank with in category22137NA
Understand terms

Holdings (59)

NameSectorInstrumentAssets
Navin Fluorine International Ltd.ChemicalsEquity3.0%
Persistent Systems Ltd.TechnologyEquity3.0%
Voltas Ltd.Consumer DiscretionaryEquity2.9%
Alkem Laboratories Ltd.HealthcareEquity2.8%
PI Industries Ltd.ChemicalsEquity2.6%
Mphasis Ltd.TechnologyEquity2.6%
Cummins India Ltd.Capital GoodsEquity2.5%
Jindal Steel & Power Ltd.Metals & MiningEquity2.4%
Bharat Forge Ltd.AutomobileEquity2.4%
Cholamandalam Investment & Finance Company Ltd.FinancialEquity2.3%
See All

Pros and cons

Category: Equity Mid Cap

Pros

3Y annualised returns higher than category average by 4.29%
Lower expense ratio: 1.05%

Cons

1Y and 5Y annualised returns lower than category average

Expense ratio, exit load and tax

Expense ratio: 1.05%

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
Amc Image
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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FAQs

How to Invest in Tata Midcap Growth Direct Plan IDCW?

You can easily invest in Tata Midcap Growth Direct Plan IDCW in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:

  • Log on to your Groww account
  • Search for Tata Midcap Growth Direct Plan IDCW from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in Tata Midcap Growth Direct Plan IDCW as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Tata Midcap Growth Direct Plan IDCW provide?

The Tata Midcap Growth Direct Plan IDCW has been there from 01 Jan 2013 and the average annual returns provided by this fund is 11.36% since its inception.

How much expense ratio is charged by Tata Midcap Growth Direct Plan IDCW?

The term Expense Ratio used for Tata Midcap Growth Direct Plan IDCW or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.

The Expense Ratio of Tata Midcap Growth Direct Plan IDCW is 1.05% as of 17 May 2022...

What is the AUM of Tata Midcap Growth Direct Plan IDCW?

The AUM, short for Assets Under Management of Tata Midcap Growth Direct Plan IDCW is ₹1,555.65Cr as of 17 May 2022.

How to Redeem Tata Midcap Growth Direct Plan IDCW?

If you want to sell your Tata Midcap Growth Direct Plan IDCW holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Tata Midcap Growth Direct Plan IDCW?

You can select either SIP or Lumpsum investment of Tata Midcap Growth Direct Plan IDCW based on your investment objective and risk tolerance.

What is the NAV of Tata Midcap Growth Direct Plan IDCW?

The NAV of Tata Midcap Growth Direct Plan IDCW is ₹78.64 as of 16 May 2022.

What is the PE and PB ratio of Tata Midcap Growth Direct Plan IDCW?

The PE ratio ratio of Tata Midcap Growth Direct Plan IDCW is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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