1M
6M
1Y
3Y
5Y
All
| NAV: 29 Nov 2023 | ₹120.52 |
| Min. SIP amount | ₹150 |
| Rating | 3 |
| Fund size | ₹2,521.49Cr |
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
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 32.4% | 26.7% | 22.4% | 20.1% |
| Category average | 27.4% | 26.0% | 19.8% | NA |
| Rank with in category | 13 | 15 | 10 | NA |
Understand terms
Holdings (59)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
IDFC First Bank Ltd. | Financial | Equity | 3.6% |
Thermax Ltd. | Capital Goods | Equity | 3.4% |
CreditAccess Grameen Ltd. | Financial | Equity | 3.2% |
Aurobindo Pharma Ltd. | Healthcare | Equity | 3.2% |
PI Industries Ltd. | Chemicals | Equity | 3.0% |
AIA Engineering Ltd. | Metals & Mining | Equity | 3.0% |
Cummins India Ltd. | Capital Goods | Equity | 3.0% |
Kajaria Ceramics Ltd. | Construction | Equity | 2.6% |
Bandhan Bank Ltd. | Financial | Equity | 2.4% |
Birlasoft Ltd. | Technology | Equity | 2.3% |
See All
Expense ratio, exit load and tax
Expense ratio: 0.88%
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
Satish Chandra MishraMar 2021 - PresentView details
Satish Chandra Mishra
Mar 2021 - Present
View details
Education
Mr. Mishra has done B.tech & PGDM
Experience
Prior to joining TATA Mutual Fund, he has worked with HDFC Securities Ltd. and PINC Research.
Also manages these schemes
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
E-mail
[email protected]Website
www.tatamutualfund.com
Tata Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]Website
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