Tata Midcap Growth Direct Plan Dividend+2.12%

3
4.90%
1 Year Return
Equity
Mid Cap
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Tata Midcap Growth Direct Plan Dividend

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.23%
NAV50.60 (25 Sep 2020)
Fund Started01 Jan 2013
Fund Size838 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Tata Midcap Growth Direct Plan Dividend
4.9%
3.9%
7.9%
15.7%
Category Average
11.1%
1.7%
NA
-
Rank within category
16
8
12
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 4.9% annual returns

    Comparison

    Data not available
    Pros
    1. Lower expense ratio - 1.29%
    2. 1Y Returns are higher than the category average returns
    3. 3Y Returns are higher than the category average returns
    Cons
    1. Risk-adjusted returns are lower compared to the category

    Top Holdings

    NameSectorInstrument% Assets
    PI Industries Ltd.ChemicalsEquity6.1%
    Voltas Ltd.Cons DurableEquity4.4%
    Bata India Ltd.FMCGEquity4.1%
    Jubilant FoodWorks Ltd.ServicesEquity3.8%
    Navin Fluorine International Ltd.ChemicalsEquity3.7%
    Trent Ltd.ServicesEquity3.4%
    Tata Power Co. Ltd.EnergyEquity3.2%
    Muthoot Finance Ltd.FinancialEquity3.2%
    Gujarat Gas Ltd.ChemicalsEquity3.1%
    Amara Raja Batteries Ltd.EngineeringEquity2.9%
    See All

    Fund Managers

    addRupesh Patel
    Education
    Mr. Rupesh is a B.E.(Civil) and MBA (Finance)
    Experience
    He served as the Tata Asset Management Limited's Principal Officer of PMS from January 2012 to June 2013. Mr. Patel was the Deputy General Manager of Investments at the Tata Asset Management Limited from May 2008 to January 2012. Prior to this, he served as an Assistant Vice President of Investments at Indiareit Fund Advisors Pvt. Ltd. from August 2007 to April 2008. He was a Deputy General Manager at Credit Analysis & Research Ltd. until August 2007. Mr. Patel served as an Analyst and Manager at the Credit Analysis & Research. He had joined the Credit Analysis & Research in November 2001.
    Funds Managed

    Tata Midcap Growth Direct Plan Dividend Details

    Tata Midcap Growth Direct Plan Dividend is a Equity Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Rupesh Patel, Danesh Mistry is the Current Fund Manager of Tata Midcap Growth Direct Plan Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹838 Cr and the Latest NAV as of 25 Sep 2020 is ₹50.60.

    The Tata Midcap Growth Direct Plan Dividend is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days.

    Investment Objective

    The scheme seeks to provide income distribution and / or medium to long term capital gains. Investment would be focussed towards mid cap stocks.

    Tax Implications

    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.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days.
    Exit Load

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    About Tata Mutual Fund

    Address
    Mafatlal Centre, 9th Floor, Nariman Point Mumbai 400021
    Phone
    022 6657 8282
    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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