Tata Midcap Growth Direct Plan Growth

Equity
Mid Cap
Very High Risk
27.52%
3Y annualised
+1.63% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 17 May 2024₹451.45
Min. SIP amount₹100
Rating3
Fund size₹3,637.33Cr

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 returns57.8%27.5%26.5%21.4%
Category average55.0%25.8%24.9%NA
Rank with in category111210NA
Understand terms

Holdings (62)

NameSectorInstrumentAssets
Capital GoodsEquity3.42%
Capital GoodsEquity3.25%
HealthcareEquity3.17%
Capital GoodsEquity2.98%
Capital GoodsEquity2.57%
ChemicalsEquity2.51%
FinancialEquity2.49%
Consumer StaplesEquity2.45%
ConstructionEquity2.30%
Metals & MiningEquity2.30%
See All

Expense ratio, exit load and tax

Expense ratio: 0.76%

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₹100

Fund management

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
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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