Tata Mid Cap Fund Regular Plan- Growth Option

Tata Mid Cap Fund Regular Plan- Growth Option is a scheme launched by Tata Mutual Fund on March 31, 2004, and falls under the Mid Cap fund category. It currently manages an AUM of Rs 4,945.93 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 5000. It charges an expense ratio of 1.87% for managing the portfolio.

• Investing Strategy:

  To provide income distribution and / or medium to long term capital gains. Investments would be focused towards mid-cap stocks. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.

• Performance:

  Tata Mid Cap Fund Regular Plan- Growth Option trailing returns over different times are -4.58% (1 year), 19.36% (3 year) and 23.74% (5 year). The average annual return of this fund stands at 1.69%.