Tata Mid Cap Growth Fund-Regular Plan - IDCW Option

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Mid Cap NAV 94.1906 0 07 December, 2023

Fund Details

Category Mid Cap
Fund Type
Investment Plan Dividend
Launch Date 31 March, 2004
Benchmark NIFTY Midcap 150 TRI
Asset Size(Cr) 2519.11314
ISIN No. INF277K01DS0
Turn over 69.98%
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days.
Expense Ratio 2.01
Fund Manager Satish Chandra Mishra
Fund House Tata Mutual Fund

Investment Returns (As on 07 Dec, 2023)

Duration Returns Benchmark Category
1 W 3.1% 1.58% 2.37%
1 M 4.63% 4.02% 4.58%
3 M 4.93% 1.44% 3.22%
6 M 0.71% 0.35% -1.25%
1 Y 6.04% 7.25% 5.82%
2 Y 12.45% 12.49% 13.66%
3 Y 27.09% 23.79% 29.67%
5 Y 12.2% 12.46% 11.57%

Risk Mesasures (As on 07 Dec, 2023)

Std Dev Sharpe Beta Alpha
Fund
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Oct, 2023)

Assets Allocation

Sector Holdings
Others 1.57%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Tata Mid Cap Growth Fund-Regular Plan - IDCW Option 6.04% 27.09% 12.2%
HDFC Mid-Cap Opportunities Fund - Growth Plan 32.54% 34.46% 21.18%
Kotak Emerging Equity Scheme - Growth 21.77% 30.18% 21.65%
Axis Midcap Fund - Regular Plan - Growth 15.16% 22.6% 19.03%
DSP Midcap Fund - Regular Plan - Growth 20.7% 19.64% 16.73%

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