Tata Midcap Growth Direct Plan Growth

Equity
Mid Cap
Very High Risk
18.10%
3Y annualised
+0.60% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 02 Feb 2023₹264.80
Min. SIP amount₹150
Rating3
Fund size₹1,778.05Cr

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-1.8%18.1%12.9%18.1%
Category average-0.5%19.2%10.2%NA
Rank with in category221711NA
Understand terms

Holdings (56)

NameSectorInstrumentAssets
Indian BankFinancialEquity3.9%
RBL Bank Ltd.FinancialEquity3.5%
Thermax Ltd.Capital GoodsEquity3.3%
PI Industries Ltd.ChemicalsEquity3.2%
IDFC First Bank Ltd.FinancialEquity3.2%
The Federal Bank Ltd.FinancialEquity3.1%
Cummins India Ltd.Capital GoodsEquity2.9%
Eicher Motors Ltd.AutomobileEquity2.9%
AIA Engineering Ltd.Metals & MiningEquity2.7%
Adani Ports and Special Economic Zone Ltd.ServicesEquity2.5%
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,

Compare funds

Tata Midcap Growth Direct Plan Growth
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2023 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 3.7.0
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES:  ICICI PRUDENTIAL |  HDFC |  NIPPON INDIA |  ADITYA BIRLA SUN LIFE |  SBI |  UTI |  FRANKLIN TEMPLETON |  KOTAK MAHINDRA |  IDFC |  DSP |  AXIS |  TATA |  L&T |  SUNDARAM |  PGIM |  INVESCO |  LIC |  JM FINANCIAL |  BARODA PIONEER |  CANARA ROBECO |  HSBC |  IDBI |  INDIABULLS |  MOTILAL OSWAL |  BNP PARIBAS |  MIRAE ASSET |  PRINCIPAL |  BOI AXA |  UNION KBC |  TAURUS |  EDELWEISS |  NAVI |  MAHINDRA |  QUANTUM |  PPFAS |  IIFL |  Quant |  SHRIRAM |  SAHARA |  ITI