Tata Mid Cap Growth Fund-Regular Plan - IDCW Option

3
Mid Cap NAV 62.9873 0 15 July, 2022
Tata Mid Cap Growth Fund-Regular Plan - IDCW Option was previously known as

Tata Mid Cap Growth Fund - Dividend - Reinvestment

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) 1462.15 (As on 30-06-2022)
Turn over 50.85%
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 2.4% (As on 31-05-2022)
Fund Manager Abhinav Sharma,Satish Chandra Mishra

Investment Returns (As on 15 Jul, 2022)

Duration Returns Benchmark Category
1 W 2.13% 1.21% 0.67%
1 M -1.64% 4.97% 4.96%
3 M 11.53% -7.81% -7.36%
6 M 0.42% -11.46% -11.45%
1 Y 1.13% 2.23% 1.31%
2 Y 32.55% 37.57% 34.58%
3 Y 22.58% 21.26% 20.06%
5 Y 12.95% 12.61% 11.35%

Risk Mesasures (As on 15 Jul, 2022)

Std Dev Sharpe Beta Alpha
Fund
Benchmark 0 0 0 0
Returns Compare with Others
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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 1.13% 22.58% 12.95%
Kotak Emerging Equity Scheme - Growth 6.54% 27.1% 15.38%
HDFC Mid-Cap Opportunities Fund - Growth Plan 7.02% 25.4% 13.12%
Axis Midcap Fund - Regular Plan - Growth -1.28% 22.41% 17.16%
L&T Mid Cap Fund-Regular Plan-Growth -2.02% 18.97% 8.76%
DSP Midcap Fund - Regular Plan - Growth -6.03% 18.57% 10.78%

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