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Tata Mid Cap Growth Fund - Direct Plan

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. The scheme does not assure or guarantee any returns.

Suitability

This product is suitable for investors who are seeking

• Long Term Capital Appreciation.

• Investment predominantly in equity & equity relatedinstruments of growth oriented mid cap companies.

Fund Info

Scheme Class	Equity
Scheme Category	Mid-Cap
Expense Ratio	1.36%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 997
AMC AUM (in Crs.)	₹ 54,194
Min Addition Subscription	₹ 1,000

Benchmark Type

S&P BSE Midcap TR INR

Exit Load

Exit load of 1.0%, if redeemed between (0-365) days. No Exit load, if redeemed after 365 days.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
HDFC Mid-Cap Opportunities Fund - Direct Plan	1000	1000	10.69%
L&T Midcap Fund - Direct Plan	1000	1000	8.55%
HDFC Mid-Cap Opportunities Fund - Direct Plan	1000	1000	10.69%
Axis Midcap Fund - Direct Plan	100	100	20.38%
Kotak Emerging Equity Scheme - Direct Plan	1000	1000	15.07%
DSP Midcap Fund - Direct Plan	500	1000	12.72%

Top 10 Holdings

Company	Holding Type	Asset(%)
Voltas Ltd Shs Dematerialised	Equity	5
Bata India Ltd	Equity	4
Jubilant Foodworks Ltd Ordinary Shares	Equity	4
Navin Fluorine International Ltd	Equity	4
Tata Power Co Ltd	Equity	3
PI Industries Ltd Ordinary Shares	Equity	3
Tata Elxsi Ltd	Equity	3
Cholamandalam Investment and Finance Co Ltd Ordinary Shares	Equity	3
Gujarat Gas Ltd	Equity	3
Amara Raja Batteries Ltd Ordinary Shares	Equity	3

Asset Allocation(%)

Asset	Percent
Equity	98
Cash - Repurchase Agreement	2
Cash	1

Sector Allocation(%)

Sector	Percent
Consumer Cyclical	21
Financial Services	19
Basic Materials	14
Industrials	13
Utilities	11

Fund Manager

Rupesh Patel

3+ years of experience

Ennette Fernandes

2+ years of experience

Tata Mutual Fund

AUM₹54,194 Cr

About

Tata is one of the most trusted brands in India and globally. It has been successful in every field it has ventured to. It offers funds across various categories like, equity, debt, hybrid and sectoral. The motto of this AMC is to propel investing among the retail investors irrespective of their risk appetite, ideal investment duration, profession, salary or gender.##Tata Mutual fund is known for its world-class service across the country and it has made a mark in the minds of investors.##They believe in following a value-based investment methodology which enables them to attain consistent results over the years. They also believe in flexibility, by offering a large variety of funds across various market capitalization. Stability and integrity is one of the main pillar of business for Tata Mutual Fund and they believe in keeping an investors money in the best possible hands.

kiran@tataamc.com

Phone

1800-209-0101

Address

Tata Asset Management Limited,Mafatlal Centre, 9th Floor,,Nariman Point,,India, Mumbai - 400 021

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m