Tata Mid Cap Growth Fund Regular Plan- Growth Option

Mid Cap NAV 308.6525 0 25 September, 2023

Fund Details

Category Mid Cap
Fund Type Open Ended
Investment Plan Growth
Launch Date 01 July, 1994
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 25 Sep, 2023)

Duration Returns Benchmark Category
1 W 3.1% 1.58% 2.37%
1 M 4.63% 4.02% 4.58%
3 M 4.95% 1.44% 3.22%
6 M 0.75% 0.35% -1.25%
1 Y 6.14% 7.25% 5.82%
2 Y 12.55% 12.49% 13.66%
3 Y 27.19% 23.79% 29.67%
5 Y 12.63% 12.46% 11.57%

Risk Mesasures (As on 25 Sep, 2023)

Std Dev Sharpe Beta Alpha
Fund 14.45 1.45 -1.24 0.85
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- Growth Option 6.14% 27.19% 12.63%
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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Tata Midcap Growth Fund - Marvelous Growth From Emerging Equities

Mid-cap mutual funds are known to provide phenomenal gains in the long term as they invest in the companies which have the potential as well as the opportunity to become leaders of tomorrow. Investing directly in mid-cap stocks can be risky as they possess high risk but a professionally managed mid cap mutual fund will allow you to invest only in the best stocks which are selected by the professional fund manager. As far as the risk factor is concerned, these schemes are better than small-cap funds as they possess more experience and are financially stable to handle slight fluctuations in the market. Over the last few years, mid-cap mutual funds have delivered remarkable returns to the investors in the long term. Tata Midcap Growth Fund is one such mid-cap fund which has a superior track record and has the ability to deliver outstanding gains to the investors.

Tata Midcap Growth Fund - A Brief Outlook

Tata Mutual Fund was among the first asset management companies in India to launch a mutual fund specifically structured for mid cap equity instruments. Tata Midcap Growth Fund was launched in July 1994 with an objective to deliver long term capital appreciation by investing in mid cap stocks. It possess moderate to high risk and is prone to volatility depending on the market conditions. It has been a better performer in the downtrends as the negative returns under unfavourable market conditions have been limited due to efficient fund management. Mrs Ennettee Fernandes and Mr Rupesh Patel have been jointly handling the fund for last few years and have successfully delivered better returns than most of the schemes in the category.

What Can You Gain?

After a decent start in the initial years, the gains picked up pace when the aggression in the investment strategy increased. Under favourable market conditions, it has limited the downsides even though the portfolio is highly inclined towards mid-cap stocks. Tata Midcap Growth Fund has delivered impressive gains in recent years. The trailing returns of the last 5 years are better than most of the schemes in the category. Due to investment in an aggressive portfolio, the units must be held for more than 5 years to earn better returns. It is not mandatory for an equity mutual fund to deliver consistent returns but in the long tenure of more than 5 years, investors can expect approximately 15% returns which can also go higher depending on the market conditions. The SIP return calculator at our website can be used to get a better idea of the expected gains one can receive after a certain tenure.

Where Does Tata Midcap Growth Fund Invest?

Tata Midcap Growth Fund follows a growth-oriented investment strategy by targeting the mid cap stocks with the highest growth potential. Nearly 80% of the corpus is invested in equity instruments of mid cap companies. These companies are selected from the sectors which perform better under prevailing market conditions. Investment in sensitive sectors is higher than the peers due to which the risk is also significant. Although, Tata Midcap Growth Fund has been an impressive scheme on the basis of risk to reward ratio. The portfolio is moderately diversified with the presence of more than 40 stocks selected from 11 sectors.

Advantages of Investing in Tata Midcap Growth Fund

  • Allows investors to invest in the superior mid cap stocks from multiple sectors.
  • Superior returns can be earned in the long term.
  • Periodic investment can be done through SIP
  • Switching can be done through STP
  • It is managed by professional fund managers

Who Should Invest in Tata Midcap Growth Fund?

Tata Midcap Growth Fund possess high risk hence conservative investors with a low-risk appetite should avoid investing in this scheme. It is suitable for the ones who can take moderate to high risk for long term investment in mutual funds. It has delivered impressive returns over the long term and has the ability to surprise with outstanding returns in the long term. New investors must take recommendations from financial experts regarding investment in Tata Midcap Growth Fund. Suitable investors can start investing through our website right away.

At MySIPonline, one can enjoy a delightful investment experience as the investments can be started or stopped within a few clicks anytime and anywhere through any device. Potential investors can take valuable suggestions from the financial experts for any kind of assistance regarding investments in mutual funds.

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