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Partner With Us NRI

Mar 31, 2023


Category

Equity

AUM (Cr.)

1,759.67

Exit Load (%)

0.00

Min Inv Lumpsum

5,000

Expense Ratio

0.00

Sharpe Ratio

0.46

Beta Ratio

0.00

Fund Manager

Satish Chandra Mishra

Inception Date

Feb 27, 2002

Risk Level

Very High

Investment Objective

The investment objective of the scheme will be to provide reasonable and regular income along with possible capital appreciation to its unitholder.

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Return Calculator

Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Tata Mid Cap Growth Fund - (G) 0.09 -1.56 -0.12 30.67 12.36 14.47
Benchmark - Nifty Free Float Midcap 100 12.7 -0.57 9.91 -1.3 5.67 0
Category Average - BEST EQUITY PERFORMERS -0.95 -3.68 0.75 32.75 11.61 13.41
Category Rank 10/4 10/4 6/4 3/4 4/4 4/4
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
IDBI Midcap Fund (G) 15.7900 1.67 -3.01 26.99 6.62 176.01 0.00 5,000.00 invest
Quant Mid Cap Fund (G) 127.4388 1.44 0.30 43.36 18.03 1,550.74 2.68 5,000.00 invest
Canara Robeco Mid Cap Fund - Regular (G) 9.6700 1.36 0.00 0.00 0.00 971.62 0.00 5,000.00 invest
Canara Robeco Mid Cap Fund - Regular (IDCW) 9.6700 1.36 0.00 0.00 0.00 971.62 0.00 5,000.00 invest
Nippon India Growth Fund - (IDCW) 72.0084 -96.35 3.24 35.69 13.20 13,409.61 1.83 100.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Equity-Thermax Feb 28, 2023 63.90 3.63 11.84
Equity-AIA Engineering Feb 28, 2023 59.59 3.39 -3.52
Equity-Indian Bank Feb 28, 2023 56.14 3.19 -23.98
Equity-RBL Bank Feb 28, 2023 54.00 3.07 0.06
Equity-Cummins India Feb 28, 2023 53.38 3.03 -0.85
Equity-IDFC First Bank Feb 28, 2023 52.90 3.01 -5.24
Equity-Federal Bank Feb 28, 2023 51.66 2.94 -3.94
Equity-P I Industries Feb 28, 2023 51.58 2.93 3.41
Equity-Eicher Motors Feb 28, 2023 49.69 2.82 -4.82
Equity-Navin Fluo.Intl. Feb 28, 2023 43.35 2.46 4.61

latest news

Tata MF Announces change in benchmark index under its schemes

Tata Mutual Fund has announced change the benchmark index for the following...

Mar 29, 2023 10:39

Tata MF Announces Income Distribution cum capital withdrawal (IDCW) under two schemes

Tata Mutual Fund has announced 06 March 2023 as the record date for declara...

Mar 02, 2023 09:56

Tata MF Announces Income Distribution cum capital withdrawal (IDCW)

Tata Mutual Fund has announced 01 March 2023 as the record date for declara...

Feb 28, 2023 10:00

Tata MF Announces Income Distribution cum capital withdrawal (IDCW) under two schemes

Tata Mutual Fund has announced 03 February 2023 as the record date for decl...

Feb 01, 2023 10:10

Tata Mutual Fund Announces Change in Designation of Key Personnel

Tata Mutual Fund has announced that Ms. Shailly Kedia, is designated as key...

Jan 23, 2023 11:31

Tata Mutual Fund Announces Resignation of Key Personnel

Tata Mutual Fund has announced that Mr. Hormuz A. Bulsara has resigned from...

Jan 14, 2023 14:40

SCHEME DETAILS

AMC Name : Tata Mutual Fund
Fund Name : Tata Mid Cap Growth Fund - (G)
Contact Persone : Satish Chandra Mishra
Registered Address : 1903, B-Wing, Parinee Crescenzo,G-Block, Bandra Kurla Complex,Bandra East Mumbai - 400051
Telephone No : 6657 8282.
Fax No. : 2261 3782.
Email : service:tataamc.com
Website : www.tatamutualfund.com