Tata Mid Cap Growth Fund-Regular Plan - IDCW Option

3
Mid Cap NAV 86.0997 0 27 September, 2023

Fund Details

Category Mid Cap
Fund Type Open Ended
Investment Plan Dividend
Launch Date 31 March, 2004
Benchmark NIFTY Midcap 100 TRI
Asset Size(Cr) 1882.4260600000002
Turn over 69.98%
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load For units in excess of 12% of the investment,1% will be charged for redemption within 365 days
Expense Ratio 2.1
Fund Manager Abhinav Sharma, Satish Chandra Mishra
Fund House Tata Mutual Fund

Investment Returns (As on 27 Sep, 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 27 Sep, 2023)

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

Portfolio (As on 30 Jun, 2023)

Assets Allocation

Sector Holdings
Others 1.73%

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 30.29% 35.54% 16.53%
Kotak Emerging Equity Scheme - Growth 6.13% 32.09% 13.48%
Axis Midcap Fund - Regular Plan - Growth 2.67% 23.09% 13.82%
DSP Midcap Fund - Regular Plan - Growth 0.27% 19.56% 8.38%

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