Tata Mid Cap Growth Fund Regular Plan Growth

386.80
NAV (Apr 26,2024)

The Tata Mid Cap Growth Fund - Regular Plan - Growth offers investors the opportunity to grow their capital by investing in a diversified portfolio of mid-cap stocks. With an expense ratio of 1.95%, this fund aims to generate long-term capital appreciation. The minimum investment required for this plan is ₹5,000, and there is no lock-in period. The fund was established on July 1, 1994, and currently has an asset under management of ₹3,040.51 crore. The fund's price-to-earnings ratio is 48.76 and its price-to-book ratio is 6.45.

Tata Mid Cap Growth Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Tata Mid Cap Growth Fund Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    48.76
  • P/B Ratio
    UM_URBAN_MONEY

    6.45
  • Alpha
    UM_URBAN_MONEY

    0.00
  • Beta
    UM_URBAN_MONEY

    0.91
  • Sharpe
    UM_URBAN_MONEY

    0.22
  • Sortino
    UM_URBAN_MONEY

    0.34

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.95%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

3040.51 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹5000.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Apr 28, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

11,001.47 (10.01%)12,926.97 (29.27%)15,806.59 (58.07%)19,780.31 (97.80%)27,970.42 (179.70%)
33,004.41 (10.01%)38,780.91 (29.27%)47,419.77 (58.07%)59,340.93 (97.80%)83,911.26 (179.70%)
55,007.35 (10.01%)64,634.85 (29.27%)79,032.95 (58.07%)98,901.55 (97.80%)1,39,852.1 (179.70%)
88,011.76 (10.01%)1,03,415.76 (29.27%)1,26,452.72 (58.07%)1,58,242.48 (97.80%)2,23,763.36 (179.70%)
1,10,014.7 (10.01%)1,29,269.7 (29.27%)1,58,065.9 (58.07%)1,97,803.1 (97.80%)2,79,704.2 (179.70%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • AUROBINDO PHARMA LTD3.57%
  • THERMAX LTD3.36%
  • IDFC FIRST BANK LTD3.21%
  • CUMMINS INDIA LTD2.91%
  • CREDITACCESS GRAMEEN LTD2.89%
  • BHARAT HEAVY ELECTRICALS LTD2.67%
  • AIA ENGINEERING LTD2.65%
  • KAJARIA CERAMICS LTD2.60%
  • PI INDUSTRIES LTD2.60%
  • AAVAS FINANCIERS LTD2.52%
  • BIRLASOFT LTD2.47%
  • UNO MINDA LTD2.24%
  • BANDHAN BANK LTD2.22%
  • LUPIN LTD2.18%
  • BHARAT ELECTRONICS LTD2.12%
  • GODREJ CONSUMER PRODUCTS LTD2.11%
  • THE RAMCO CEMENTS LTD2.01%
  • JSW INFRASTRUCTURE LTD1.88%
  • MAX FINANCIAL SERVICES LTD1.79%
  • APL APOLLO TUBES LTD1.75%
  • PERSISTENT SYSTEMS LTD1.72%
  • FEDERAL BANK LTD1.69%
  • POWER FINANCE CORPORATION LTD1.69%
  • LIC HOUSING FINANCE LTD1.68%
  • OBEROI REALTY LTD1.66%
  • RBL BANK LTD1.65%
  • KEC INTERNATIONAL LTD1.65%
  • BRIGADE ENTERPRISES LTD1.59%
  • CARBORUNDUM UNIVERSAL LTD1.52%
  • ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD1.52%
  • ACC LTD1.51%
  • BIOCON LTD1.48%
  • ALKEM LABORATORIES LTD1.37%
  • SOBHA LTD1.35%
  • NAVIN FLUORINE INTERNATIONAL LTD1.33%
  • K P R MILL LTD1.30%
  • INDIAN BANK1.25%
  • M INDIA LTD1.23%
  • ASHOK LEYLAND LTD1.19%
  • VOLTAS LTD1.16%
  • PIRAMAL PHARMA LTD1.14%
  • VESUVIUS INDIA LTD1.13%
  • JUBILANT FOODWORKS LTD1.12%
  • THE PHOENIX MILLS LTD1.11%
  • ZEE ENTERTAINMENT ENTERPRISES LTD1.08%
  • BOSCH LTD1.08%
  • INDUS TOWERS LTD1.06%
  • CROMPTON GREAVES CONSUMER ELECTRICALS LTD1.02%
  • G R INFRAPROJECTS LTD1.02%
  • MAHINDRA LOGISTICS LTD0.96%
  • ASTRAL LTD ERSTWHILE ASTRAL POLY TECHNIK LTD0.94%
  • LINDE INDIA LTD0.93%
  • PIRAMAL ENTERPRISES LTD0.91%
  • HEALTHCARE GLOBAL ENTERPRISES LTD0.90%
  • PAGE INDUSTRIES LTD0.89%
  • SKF INDIA LTD0.87%
  • CASH NET CURRENT ASSET0.84%
  • TEAMLEASE SERVICES LTD0.79%
  • SHOPPERS STOP LTD0.69%
  • HERO MOTOCORP LTD0.68%
  • SCHAEFFLER I LTD0.63%
  • TRENT LTD0.50%
  • A REPO0.42%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

ITI Mid Cap Fund - Regular Plan - GrowthITI Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

35.18%

Mahindra Manulife Mid Cap Fund - Regular Plan - GrowthMahindra Manulife Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

30.82%

Edelweiss Mid Cap Fund - Regular Plan - GrowthEdelweiss Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

27.06%

Motilal Oswal Midcap Fund - Regular Plan - GrowthMotilal Oswal Midcap Fund - Regular Plan - Growth

EQUITY

Very High

25.03%

WhiteOak Capital Mid Cap Fund - Regular Plan - GrowthWhiteOak Capital Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

24.28%

Invesco India Midcap Fund - GrowthInvesco India Midcap Fund - Growth

EQUITY

Very High

22.39%

Mirae Asset Midcap Fund - Regular Plan - GrowthMirae Asset Midcap Fund - Regular Plan - Growth

EQUITY

Very High

22.18%

HDFC Mid-Cap Opportunities Fund - GrowthHDFC Mid-Cap Opportunities Fund - Growth

EQUITY

Very High

21.83%

DSP Midcap Fund - Regular Plan - GrowthDSP Midcap Fund - Regular Plan - Growth

EQUITY

Very High

19.28%

SBI Magnum Midcap Fund - Regular Plan - GrowthSBI Magnum Midcap Fund - Regular Plan - Growth

EQUITY

Very High

14.03%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Mid Cap Fund - GrowthQuant Mid Cap Fund - Growth

EQUITY

Very High

68.55%

JM Midcap Fund - Regular Plan - GrowthJM Midcap Fund - Regular Plan - Growth

EQUITY

Very High

60.05%

HDFC Mid-Cap Opportunities Fund - GrowthHDFC Mid-Cap Opportunities Fund - Growth

EQUITY

Very High

55.75%

ICICI Prudential Midcap Fund - GrowthICICI Prudential Midcap Fund - Growth

EQUITY

Very High

53.96%

Taurus Mid Cap Fund - Regular Plan - GrowthTaurus Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

50.94%

LIC MF Midcap Fund - GrowthLIC MF Midcap Fund - Growth

EQUITY

Very High

42.96%

Union Midcap Fund - Regular Plan - GrowthUnion Midcap Fund - Regular Plan - Growth

EQUITY

Very High

41.49%

UTI Mid Cap Fund - Regular Plan - IDCWUTI Mid Cap Fund - Regular Plan - IDCW

EQUITY

Very High

36.78%

Kotak Emerging Equity Fund - GrowthKotak Emerging Equity Fund - Growth

EQUITY

Very High

34.85%

PGIM India Midcap Opportunities Fund - Regular Plan - GrowthPGIM India Midcap Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

31.74%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Nippon India Growth Fund - Growth OptionNippon India Growth Fund - Growth Option

EQUITY

Very High

30.15%

Union Midcap Fund - Regular Plan - GrowthUnion Midcap Fund - Regular Plan - Growth

EQUITY

Very High

25.87%

Baroda BNP Paribas Mid Cap Fund - Regular Plan - GrowthBaroda BNP Paribas Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

25.70%

Mirae Asset Midcap Fund - Regular Plan - GrowthMirae Asset Midcap Fund - Regular Plan - Growth

EQUITY

Very High

25.60%

Aditya Birla Sun Life Midcap Fund - GrowthAditya Birla Sun Life Midcap Fund - Growth

EQUITY

Very High

25.06%

SBI Magnum Midcap Fund - Regular Plan - GrowthSBI Magnum Midcap Fund - Regular Plan - Growth

EQUITY

Very High

24.54%

HSBC Midcap Fund - Regular Plan - GrowthHSBC Midcap Fund - Regular Plan - Growth

EQUITY

Very High

23.03%

Franklin India Prima Fund - GrowthFranklin India Prima Fund - Growth

EQUITY

Very High

21.47%

PGIM India Midcap Opportunities Fund - Regular Plan - GrowthPGIM India Midcap Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

20.74%

Axis Midcap Fund - Regular Plan - GrowthAxis Midcap Fund - Regular Plan - Growth

EQUITY

Very High

19.70%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

PGIM India Midcap Opportunities Fund - Regular Plan - GrowthPGIM India Midcap Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

24.96%

HDFC Mid-Cap Opportunities Fund - GrowthHDFC Mid-Cap Opportunities Fund - Growth

EQUITY

Very High

23.73%

Kotak Emerging Equity Fund - GrowthKotak Emerging Equity Fund - Growth

EQUITY

Very High

22.97%

Taurus Mid Cap Fund - Regular Plan - GrowthTaurus Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

22.57%

UTI Mid Cap Fund - Regular Plan - IDCWUTI Mid Cap Fund - Regular Plan - IDCW

EQUITY

Very High

21.34%

ICICI Prudential Midcap Fund - GrowthICICI Prudential Midcap Fund - Growth

EQUITY

Very High

20.97%

Axis Midcap Fund - Regular Plan - GrowthAxis Midcap Fund - Regular Plan - Growth

EQUITY

Very High

20.75%

Sundaram Mid Cap Fund - Regular Plan - GrowthSundaram Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

19.52%

Franklin India Prima Fund - GrowthFranklin India Prima Fund - Growth

EQUITY

Very High

18.64%

LIC MF Midcap Fund - GrowthLIC MF Midcap Fund - Growth

EQUITY

Very High

17.79%

Fund Managers

SM

Mr. Satish Chandra MishraAssistant Fund Manager

Since July 2017 with Tata Asset Management Ltd. Reporting to Chief Investment Officer Equities.Responsibilities held: Assistant Fund Manager & Research Analyst.From May 2012 to July 2017 with HDFC Securities Ltd as AVP, tracking Oil & Gas and Chemicals.Reporting to Head of Research.From June 2008 to May 2012 with PINC Research as Research Analyst, tracking Oil & Gas, Fertilisers and Engineering sectors.Reporting to Head of Research.He has also worked as an Assistant Engineer at Indian Farmers Fertilizer Cooperative Ltd. (IFFCO) for more than 2 years.

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