Tata Midcap Growth Fund Regular IDCW

Equity
Mid Cap
Very High Risk
Payout
22.12%
3Y annualised
-1.87% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 20 Dec 2024₹117.05
Min. SIP amountNot Supported
Rating3
Fund size₹4,636.68Cr

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 returns26.0%22.1%24.8%13.5%
Category average31.6%23.6%26.5%NA
Rank with in category392019NA
Understand terms

Peer Comparison

Equity, Mid Cap fundsRating1Y3YFund Size(Cr)
5
58.4%36.6%18,604.02
4
31.4%27.6%35,208.97
4
31.4%27.6%35,208.97
5
22.4%24.4%9,500.70
4
23.6%20.6%22,338.38

Holdings (69)

NameSectorInstrumentAssets
FinancialEquity3.28%
HealthcareEquity3.14%
FinancialEquity2.99%
Capital GoodsEquity2.87%
HealthcareEquity2.81%
AutomobileEquity2.34%
TechnologyEquity2.32%
ServicesEquity2.29%
HealthcareEquity2.28%
ChemicalsEquity2.26%
ConstructionEquity2.23%
Capital GoodsEquity2.17%
ServicesEquity2.15%
Consumer StaplesEquity2.08%
ConstructionEquity2.01%
FinancialEquity1.88%
CommunicationEquity1.73%
FinancialEquity1.71%
ConstructionEquity1.58%
TechnologyEquity1.58%
AutomobileEquity1.57%
AutomobileEquity1.54%
TechnologyEquity1.53%
Metals & MiningEquity1.48%
InsuranceEquity1.45%
Capital GoodsEquity1.44%
ConstructionEquity1.38%
FinancialEquity1.38%
ServicesEquity1.37%
EnergyEquity1.34%
ServicesEquity1.32%
HealthcareEquity1.30%
FinancialEquity1.30%
Metals & MiningEquity1.28%
FinancialEquity1.28%
HealthcareEquity1.27%
HealthcareEquity1.20%
CommunicationEquity1.19%
FinancialEquity1.15%
AutomobileEquity1.15%
FinancialEquity1.13%
ConstructionEquity1.11%
Capital GoodsEquity1.10%
Consumer StaplesEquity1.09%
AutomobileEquity1.07%
TextilesEquity1.04%
ChemicalsEquity1.04%
ConstructionEquity1.03%
HealthcareEquity1.02%
TextilesEquity0.99%
FinancialEquity0.97%
ChemicalsEquity0.97%
Metals & MiningEquity0.97%
Consumer DiscretionaryEquity0.96%
ConstructionEquity0.90%
ConstructionEquity0.89%
Capital GoodsEquity0.84%
ChemicalsEquity0.80%
ServicesEquity0.79%
ConstructionEquity0.74%
DiversifiedEquity0.72%
EnergyEquity0.67%
Capital GoodsEquity0.64%
ServicesEquity0.64%
ChemicalsEquity0.62%
EnergyEquity0.45%
EnergyEquity0.38%
ConstructionPPE0.07%
ChemicalsRights0.04%
See All

Expense ratio, exit load and tax

Expense ratio: 1.86%

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

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

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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