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Tata Mid Cap Growth Fund-Regular Plan - IDCW Option

  • Equity
  • Mid Cap
  • Very High
  • Current NAV

    ₹105.14 0.2659%

    23-04-2024
  • Annual Returns

    54.51%

  • Min. SIP ₹100

    Min. Investment ₹5000

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  • Equity 98.57%
  • Others 1.43%

Market Cap

Allocation
Mid Cap 67.37
Small Cap 23.12
Large Cap 8.08

Sector Allocation

Financial

Capital Goods

Healthcare

Services

Construction

Materials

Automobile

Metals & Mining

Chemicals

Technology

Energy

Consumer Discretionary

Textiles

Consumer Staples

Communication

Diversified

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
23-Apr-2024
Holdings PE Ratio
23-Apr-2024
1Y Return
Thermax Ltd. Mid Cap Capital Goods (57.88) 3.28% 88.92 99.66%
Cummins India Ltd. Mid Cap Capital Goods (64.42) 3.16% 57.19 104.45%
Aurobindo Pharma Ltd. Mid Cap Healthcare (54.69) 3.12% 23.05 85.58%
Bharat Heavy Electricals Ltd. Mid Cap Capital Goods (57.94) 2.9% -763.68 245.19%
PI Industries Ltd. Mid Cap Chemicals (36.2) 2.79% 35.1 15.52%
CreditAccess Grameen Ltd. Mid Cap Financial (25.04) 2.68% 17.85 52.07%
Kajaria Ceramics Ltd. Small Cap Materials (52.11) 2.6% 44.76 10.72%
Bharat Electronics Ltd. Large Cap Capital Goods (52.55) 2.49% 48.01 127.9%
Lupin Ltd. Mid Cap Healthcare (132.95) 2.46% 167.31 197.56%
Birlasoft Ltd. Small Cap Technology (36.96) 2.45% 83.08 166.81%
JSW Infrastructure Ltd. Mid Cap Services 2.41% 0%
AIA Engineering Ltd. Mid Cap Metals & Mining (34.05) 2.41% 31.76 38.95%
IDFC First Bank Ltd. Mid Cap Financial (24.8) 2.22% 19.5 47.82%
Aavas Financiers Ltd. Small Cap Financial (9.84) 2.21% 26.7 1.55%
UNO Minda Ltd. Mid Cap Automobile (95.28) 2.18% 73.31 30.06%
Godrej Consumer Products Ltd. Large Cap Consumer Staples (59.04) 2.16% 67.62 19.56%
KEC International Ltd. Small Cap Capital Goods (26.89) 2.1% 213.91 49.58%
Sobha Ltd. Small Cap Construction (117.78) 1.97% 179.3 279.1%
Biocon Ltd. Mid Cap Healthcare (54.69) 1.93% 28.06 22.72%
LIC Housing Finance Ltd. Mid Cap Financial (9.84) 1.87% 7.56 102.39%
Oberoi Realty Ltd. Mid Cap Construction (117.78) 1.87% 33.02 68.4%
Adani Ports and Special Economic Zone Ltd. Large Cap Services (147.59) 1.8% 39.51 99.82%
The Ramco Cements Ltd. Mid Cap Materials (57.69) 1.78% 50 11.39%
Max Financial Services Ltd. Mid Cap Financial (25.04) 1.68% 84.92 69.66%
ACC Ltd. Mid Cap Materials (57.69) 1.66% 28.29 42.77%
APL Apollo Tubes Ltd. Mid Cap Metals & Mining (39.66) 1.63% 57.11 27.7%
Power Finance Corporation Ltd. Large Cap Financial (16.32) 1.63% 7.01 218.58%
Hindustan Petroleum Corporation Ltd. Mid Cap Energy (40.15) 1.62% 4.05 99.9%
Persistent Systems Ltd. Mid Cap Technology (35.12) 1.57% 60.39 85.06%
Ashok Leyland Ltd. Mid Cap Automobile (93.34) 1.53% 21.55 28.29%
The Federal Bank Ltd. Mid Cap Financial (24.8) 1.51% 9.69 17.33%
Brigade Enterprises Ltd. Small Cap Construction (117.78) 1.44% 73.49 104.18%
Indian Bank Mid Cap Financial (16.11) 1.44% 8.97 68.78%
Carborundum Universal Ltd. Small Cap Metals & Mining (68.75) 1.35% 52.81 21.22%
Bosch Ltd. Mid Cap Automobile (46.47) 1.28% 37.14 55.97%
The Phoenix Mills Ltd. Mid Cap Construction (117.78) 1.26% 55.26 134.86%
Indus Towers Ltd. Mid Cap Communication (53.54) 1.25% 17.41 158.87%
Alkem Laboratories Ltd. Mid Cap Healthcare (38.82) 1.25% 57.92 -8.63%
Voltas Ltd. Mid Cap Consumer Discretionary (59.74) 1.21% 165.4 63.09%
K.P.R. Mill Ltd. Mid Cap Textiles (751.55) 1.12% 0 166.23%
Torrent Power Ltd. Mid Cap Energy (26.55) 1.11% 39 177.96%
Navin Fluorine International Ltd. Small Cap Chemicals (26.29) 1.1% 0 6.43%
GR Infraprojects Ltd. Small Cap Construction (19.11) 1.09% 11.13 36.45%
Page Industries Ltd. Mid Cap Textiles (47.3) 1.04% 0 -10.3%
Container Corporation Of India Ltd. Mid Cap Services (33.63) 1.04% 47.18 55.74%
Piramal Pharma Ltd. Small Cap Healthcare (22.59) 1% 0 -26.02%
Crompton Greaves Consumer Electricals Ltd. Small Cap Consumer Discretionary (82.47) 0.97% 45.81 4.33%
Mahindra Logistics Ltd. Small Cap Services (104.7) 0.97% -24.12 50.46%
3M India Ltd. Mid Cap Diversified 0.97% 0%
Astral Ltd. Mid Cap Materials (81.09) 0.95% 92.14 39.42%
Granules India Ltd. Small Cap Healthcare (54.69) 0.95% 25.32 37.45%
Hero Motocorp Ltd. Mid Cap Automobile (37.8) 0.94% 24.03 76.64%
Bank of India Mid Cap Financial (16.11) 0.92% 10.28 87.57%
Jubilant FoodWorks Ltd. Mid Cap Services (67.99) 0.85% 132.29 -0.14%
SKF India Ltd. Mid Cap Capital Goods (45.59) 0.83% 43.01 -3.49%
Piramal Enterprises Ltd. Mid Cap Healthcare (20.08) 0.83% -9.57 19.62%
Linde India Ltd. Mid Cap Chemicals (98) 0.82% 153.65 97.54%
Healthcare Global Enterprises Ltd. Small Cap Healthcare (89.89) 0.82% 143.62 35.6%
Vesuvius India Ltd. Small Cap Capital Goods (38.21) 0.72% 0 128.58%
Shoppers Stop Ltd. Small Cap Services (117.72) 0.69% 114.54 15.81%
TeamLease Services Ltd. Small Cap Services (46.46) 0.69% 47.17 15.27%

Market Cap

Allocation
Others 1.43

Sector Allocation

Others

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 1.11% 0%
Others Others 0.32% 0%

Frequently Asked Questions’s

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 holdings for Tata Mid Cap Growth Fund?

The top holdings of this fund are Thermax Ltd., Cummins India Ltd., Aurobindo Pharma Ltd., Bharat Heavy Electricals Ltd., PI Industries Ltd.

Top 5 Sector for Tata Mid Cap Growth Fund?

The major sectors of this fund are Financial, Capital Goods, Healthcare, Services, Construction.

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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