Fund Details
Tata Midcap Growth Fund Regular Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 2.38% |
| NAV | ₹184.01 (20 Jan 2021) |
|---|---|
| Fund Started | 01 Jul 1994 |
| Fund Size | ₹1,011 Cr |
Returns
Comparison
1. Age is more than 10 years
2. Risk is lower compared to the benchmark
3. 1Y Returns are higher than the benchmark
4. Age is more than 10 years
5. 1Y Returns are higher than the category average returns
6. 3Y Returns are higher than the category average returns
7. 5Y Returns are higher than the category average returns
8. 10Y Returns are higher than the category average returns
1. Risk-adjusted returns are lower compared to the category
2. Higher expense ratio
3. 3Y Returns are lower than the benchmark
4. 5Y Returns are lower than the benchmark
5. 10Y Returns are lower than the benchmark
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Voltas Ltd. | Cons Durable | Equity | 4.7% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 4.4% |
| Bata India Ltd. | FMCG | Equity | 4.3% |
| Jubilant FoodWorks Ltd. | Services | Equity | 3.9% |
| PI Industries Ltd. | Chemicals | Equity | 3.6% |
| Amara Raja Batteries Ltd. | Engineering | Equity | 3.2% |
| Cholamandalam Investment & Finance Co. Ltd. | Financial | Equity | 3.2% |
| Tata Power Co. Ltd. | Energy | Equity | 3.1% |
| Trent Ltd. | Services | Equity | 3.0% |
| Gujarat Gas Ltd. | Chemicals | Equity | 2.9% |
Fund Managers
Tata Midcap Growth Fund Regular Growth Details
Tata Midcap Growth Fund Regular Growth is a Equity Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 01 Jul 1994. Rupesh Patel, Danesh Mistry is the Current Fund Manager of Tata Midcap Growth Fund Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1,011 Cr and the Latest NAV as of 20 Jan 2021 is ₹184.01.
The Tata Midcap Growth Fund Regular Growth 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.
