Tata Mid Cap Growth Fund Regular Plan Growth | Pros & Cons NAV(220.15)

Tata Mid Cap Growth Fund Regular Plan Growth

Equity: Mid Cap

Fund Information

Objective

To provide income distribution and / or medium to long term capital gains. Investments would be focused towards mid-cap stocks. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.

Very High Risk

Nifty Midcap 150

Benchmark

1994-07-01

Launched On

Open Ended

Type

150

Min SIP

5000

Min Investment

1460

AUM in Crores

2.29

Expense Ratio

1.00

Exit Load

Tata Asset Management Limited

Fund House

Abhinav Sharma, Satish Chandra Mishra

Fund Managers

Tata Mid Cap Fund Regular Plan Pros & Cons

Pros

  • Tata Mid Cap Growth Fund Regular Plan Growth has over performed index in 2012-2015, 2013-2016, 2016-2019, 2017-2020 years

Cons

  • Tata Mid Cap Growth Fund Regular Plan Growth has under performed index in 2007-2010, 2008-2011, 2014-2017, 2015-2018 years
  • Higher Expense Ratio
  • Tata Mid Cap Growth Fund Regular Plan Growth is ranking 21st in last 5 years

Average Returns

Fund Name1Y (%)3Y (%)5Y (%)7Y (%)10Y (%)15Y (%)
Tata Mid Cap Growth Fund Regular Plan Growth 
20.9122.3114.8312.4618.3613.88
Nifty Midcap 150
24.2724.8516.3514.9317.7414.04

Tata Mid Cap Fund Regular Plan Rolling Returns

Fund Name3 Year (%)5 Year (%)
AverageMaxMinAverageMaxMin
Tata Mid Cap Growth Fund Regular Plan Growth 
14.3439.97-12.714.9928.68-1.48
Nifty Midcap 150
13.2739.66-17.3214.5429.12-2.34

Risk Parameters

Fund NameMeanStdSharpeBetaAlpha
Tata Mid Cap Growth Fund Regular Plan Growth 
22.1423.090.7540.91.37
Nifty Midcap 150
22.5525.610.696--
Risk Parameters are calculated for the last 3 years data.

Calender Year Returns

Performance

Best PerformanceWorst Performance
PeriodReturnsPeriodReturns
Week2009-05-13 - 2009-05-20
23.17
2020-03-16 - 2020-03-23
-18.86
Month2009-05-11 - 2009-06-11
39.75
2008-09-24 - 2008-10-24
-35.4
Quarter2009-03-05 - 2009-07-05
86.46
2008-08-01 - 2008-12-01
-43.87
Year2009-03-09 - 2010-03-09
131.18
2008-01-15 - 2009-01-15
-62.63

Portfolio

Stock NameSector% of Total Holdings
Voltas Ltd.Consumer Durables4.47
Navin Fluorine International Ltd.Chemicals3.54
Tata Power Company Ltd.Energy3.24
PI Industries Ltd.Chemicals3.22
Cholamandalam Investment & Finance Company Ltd.Financials3.16
Jubilant FoodWorks Ltd.FMCG3.07
Jindal Steel & Power Ltd.Metals2.91
Laurus Labs Ltd.Healthcare2.58
ICICI Bank Ltd.Financials2.56
Page Industries Ltd.Textile2.52
Tata Elxsi Ltd.Technology2.4
Ipca Laboratories Ltd.Healthcare2.3
ACC Ltd.Construction2.29
KNR Constructions Ltd.Infrastructure2.28
Supreme Industries Ltd.Consumer Durables2.25
The Federal Bank Ltd.Financials2.15
Persistent Systems Ltd.Technology2.09
Max Financial Services Ltd.Financials2.07
Mahindra & Mahindra Financial Services Ltd.Financials2.01
Dr. Reddys Laboratories Ltd.Healthcare1.96
V-Mart Retail Ltd.Retail and Other Services1.93
Akzo Nobel India Ltd.Chemicals1.92
AIA Engineering Ltd.Capital Goods1.9
Amara Raja Batteries Ltd.Automobile and Ancillaries1.86
Mphasis Ltd.Technology1.84
UTI Asset Management Company Ltd.Financials1.84
Apollo Hospitals Enterprise Ltd.Healthcare1.82
Gujarat Gas Ltd.Energy1.76
Trent Ltd.Retail and Other Services1.75
Alkem Laboratories Ltd.Healthcare1.72
City Union Bank Ltd.Financials1.67
Endurance Technologies Ltd.Automobile and Ancillaries1.61
HCL Technologies Ltd.Technology1.55
United Breweries Ltd.FMCG1.55
Chambal Fertilisers & Chemicals Ltd.Chemicals1.54
Axis Bank Ltd.Financials1.54
Astral Ltd.Consumer Durables1.5
3M India Ltd.Diversified1.48
Vinati Organics Ltd.Chemicals1.44
RBL Bank Ltd.Financials1.32
Indraprastha Gas Ltd.Energy1.3
Cummins India Ltd.Automobile and Ancillaries1.29
Brigade Enterprises Ltd.Construction1.28
Dr. Lal Pathlabs Ltd.Healthcare1.22
Minda Industries Ltd.Automobile and Ancillaries1.19
Info Edge (India) Ltd.Technology1.07
CESC Ltd.Energy0.99
Thermax Ltd.Capital Goods0.98
Apollo Tyres Ltd.Automobile and Ancillaries0.91
GAIL (India) Ltd.Energy0.89
Bayer CropScience Ltd.Chemicals0.87
VoltasConsumer Durable3.55
Tata Power CompanyEnergy3.54
MphasisTechnology3.32
Crompton Greaves Consumer ElectricalsConsumer Durable3.24
Jindal Steel & PowerMetals3.14
Navin Fluorine InternationalChemicals2.7
ICICI BankFinancial2.58
Page IndustriesTextiles2.58
PI IndustriesChemicals2.57
ACCConstruction2.56
Cholamandalam Investment & Finance CompanyFinancial2.53
KNR ConstructionsConstruction2.42
Max Financial ServicesFinancial2.39
V-Mart RetailServices2.36
Jubilant FoodWorksServices2.15
Persistent SystemsTechnology2.09
UTI Asset Management Co.Financial2.09
Apollo HospitalsHealthcare2.04
The Federal BankFinancial2
Ipca LaboratoriesHealthcare1.98
CyientTechnology1.98
Supreme IndustriesChemicals1.93
Brigade EnterprisesConstruction1.91
M&M Financial ServicesFinancial1.84
Cummins IndiaEngineering1.84

AUM Yearly

YearScheme Total AumCategory Total Aum
20211216.310.00
20201010.590.00
2019772.9686311.61

Tata Mid Cap Fund Regular Plan Details

Tata Mid Cap Growth Fund Regular Plan Growth is a Equity Scheme - Mid Cap Fund mutual fund scheme launched by Tata Asset Management Limited.This fund has been launched on 1994-07-01. Tata Mid Cap Growth Fund Regular Plan Growth currently has 1460 crores of assets under management (AUM) and has an expense ratio of 2.29 which is higher than what most other Large Cap funds charge.


Tata Mid Cap Growth Fund Regular Plan Growth has given returns of 20.91% in the last 1 year and 22.31% in the last 3 years. And since launch the fund has given 13.69% returns.


This fund invests in Equity Scheme - Mid Cap Fund companies which are fundamentally strong and having growth potential.


Min sip to invest in this fund is Rs.150 and lumpsum investment is Rs.5000.

The top holdings of the fund are Voltas Ltd. , Navin Fluorine International Ltd. , Tata Power Company Ltd. , PI Industries Ltd. , Cholamandalam Investment & Finance Company Ltd.

Frquently Asked Questions

1. What is the NAV of Tata Mid Cap Fund Regular Plan ?

The current Net Asset Value (NAV) of the Tata Mid Cap Fund Regular Plan is 220.15

2. Tata Mid Cap Fund Regular Plan Rolling Returns

The 3 year rolling returns of the Tata Mid Cap Fund Regular Plan :

  • Mean : 14.34%
  • Max : 39.97%
  • Min : -12.7%

3. How do I invest in Tata Mid Cap Fund Regular Plan ?

  1. Click here Invest Now
  2. Select one Broker platform from the pop up
  3. Invest and enjoy the returns

Tata Mid Cap Growth Fund Regular Plan Growth



Investment Duration 3 years

Disclaimer

Please note that these calculators are for illustrations only and do not represent actual returns. Mutual Funds do not have a fixed rate of return and it is not possible to predict the rate of return.