Tata Midcap Growth Fund Regular Growth+0.36%

3Groww
-5.55%
1 Year Return
Equity
Mid Cap
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

Tata Midcap Growth Fund Regular Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.49%
NAV129.4 (19 Aug 2019)
Fund Started01 Jul 1994
Fund Size653 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Tata Midcap Growth Fund Regular Growth
-5.5%
5.8%
10.9%
11.2%
Category Average
-7.8%
6.3%
NA
-
Rank within category
1
4
7
-
*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
    30
    with -5.5% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk is lower compared to the benchmark
    3. Lower expense ratio
    4. 1Y Returns are higher than the benchmark
    5. 3Y Returns are higher than the benchmark
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. 5Y Returns are lower than the benchmark
    3. 10Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Bata India Ltd.FMCGEquity7.2%
    Voltas Ltd.Cons DurableEquity5.0%
    United Breweries Ltd.FMCGEquity4.9%
    PI Industries Ltd.ChemicalsEquity4.3%
    Indian Hotels Co. Ltd.ServicesEquity3.5%
    City Union Bank Ltd.FinancialEquity3.5%
    Jubilant FoodWorks Ltd.ServicesEquity3.3%
    Federal Bank Ltd.FinancialEquity3.3%
    Vinati Organics Ltd.ChemicalsEquity2.9%
    Future Retail Ltd.ServicesEquity2.8%
    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

    Other Details

    Tata Midcap Growth Fund Regular Growth is a Equity Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was introduced to investors on 01 Jul 1994. Rupesh Patel, Danesh Mistry is the Current Fund Manager of Tata Midcap Growth Fund Regular Growth.The fund currently has an Asset Under Management(AUM) of ₹653 Cr and the Latest NAV as of 19 Aug 2019 is ₹129.4.

    The Tata Midcap Growth Fund Regular Growth is rated Moderately High risk. Minimum SIP Investment is 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

    Aims to provide a vehicle to investors for generation of long term capital appreciation.

    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
    29 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,
    Invest Now
    Enter investment amount
    + ₹1,000
    + ₹5,000
    + ₹10,000
    ONE TIME
    MONTHLY SIP
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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