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.
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 Type
Open-ended
Scheme Category
Mid-Cap
Benchmark Type
S&P BSE Sensex
Scheme AUM (in Crs.)
₹ 609.41
Expense Ratio
1.69%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 49293
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Mid-Cap |
| Benchmark Type | S&P BSE Sensex |
| Scheme AUM (in Crs.) | ₹ 609.41 |
| Expense Ratio | 1.69% |
| Scheme Class | Equity |
| AMC AUM (in Crs.) | ₹ 49293 |
| Min Subscription | ₹ 5000 |
| Min Addition Subscription | ₹ 1000 |
Performance
Comparison
Portfolio
AMC Details
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
Bata India Ltd.
Equity
5.36
Voltas Ltd.
Equity
4.70
Arvind Ltd.
Equity
4.25
Future Retail Ltd.
Equity
4.19
Federal Bank Ltd.
Equity
4.17
Glaxosmithkline Consumer Healthcare Ltd.
Equity
3.76
Yes Bank Ltd.
Equity
3.23
Indian Hotels Co. Ltd.
Equity
3.22
City Union Bank Ltd.
Equity
3.20
KNR Constructions Ltd.
Equity
2.71
Sector Allocation(%)
Sector
Percent
Chemicals
8.32
Construction
16.71
Financial
15.15
Services
10.70
FMCG
10.68
Tata Mutual Fund
AUM
₹49,293 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.
Launch Date
30 Jun 1995
Sponsor
NA
Email
kiran@tataamc.com
Phone
1800-209-0101
Address
Fort House, 221,Dr. DN Road,,Fort, Mumbai - 400 001
Tata Mutual Fund
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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