Tata Mid Cap Growth Fund - Dividend - Reinvestment

3
Mid Cap NAV 37.8421 0 08 July, 2019
  • 9.01%
  • 8Y 1M

Fund Details

Category Mid Cap
Fund Type Open Ended
Investment Plan Dividend
Launch Date 01 July, 1994
Benchmark NIFTY Midcap 100 TRI
Asset Size(Cr) 371.97 (As on Oct 31, 2019)
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load
Expense Ratio 2.57% (As on Sep 30, 2019)
Fund Manager Rupesh Patel, Ennettee Fernandes

Investment Returns (As on 08 Jul, 2019)

  • 3 Month 8.67%
  • 6 Month 5.82%
  • 1 Year 10.44%
  • 3 Year 11.16%
  • 5 Year 9.01%
Graph
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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 - Dividend - Reinvestment 10.44% 11.16% 9.01%
Axis Mid Cap Fund (G) 16.95% 17.68% 10.79%
DSP Midcap Fund (G) 10.47% 10.62% 10.94%
Kotak Emerging Equity Scheme (G) 9.09% 10.23% 10.98%
L&T Midcap Fund (G) -0.02% 10.05% 10.41%
HDFC Mid-Cap Opportunities Fund (G) 2.76% 7.07% 8.78%

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