• Mutual Funds
  • TATA Mutual Fund
  • Tata Mid Cap Growth Fund (Growth)

Formerly Tata Growth Gr

TATA Mutual Fund

Tata Mid Cap Growth Fund (Growth)

EquityMid Cap

217.0042

NAV (Jun 27)

11.3%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in mid cap mutual funds.

However, Scripbox does not recommend investing in mid cap mutual funds.

Our analysis of this fundLearn how we rate funds ->

Track Record

28 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

1,510 Cr. Medium within the category

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

Scripbox Recommended Large and Mid Cap Funds

Want the large and mid cap funds that are right for your long term equity investment needs?

Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

217.0042

NAV (Jun 27)

Fund Returns

Last 1Y

0.8%

Last 3Y

15.8%

Last 5Y

11.3%

Last 10Y

18%

Since Inception

11.6%

6 Month CAGR

-10.6%

Scheme Information

Investment Objective

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. The scheme does not assure or guarantee any returns.

Expense Ratio

2.4

Launched (28y ago)

Jul 01, 1994

AUM in Crores

1509.869

ISIN

INF277K01626

Lock-in

No Lock-in

Benchmark

IISL Nifty Midcap 150 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Ennette Fernandes

Fund Manager

Rupesh Patel

Fund Manager

Satish Mishra

Fund Manager

Abhinav Sharma

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2022-06-27

Top Stock Holdings

pi industries ltd

2.6%
2.6%

navin fluorine international ltd

2.6%
2.6%

alkem laboratories ltd

2.5%
2.5%

cummins india ltd

2.5%
2.5%

voltas ltd

2.4%
2.4%
See all holdings

Allocation by Sector

industrials

21.6%
21.6%

basic materials

18.5%
18.5%

consumer cyclical

16.1%
16.1%

financial services

15.6%
15.6%

healthcare

8.2%
8.2%
See all sectors

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,202 cr

5

₹ 13,023 cr

5

₹ 13,023 cr

5

₹ 4,202 cr

5

₹ 4,202 cr

5

About the AMC

Tata Asset Management Limited

Tata Asset Management Private Limited manages assets worth 93,431 crores and was set up on 15 March 1994. It's current offering of mutual fund schemes includes 59 equity,80 debt and 21 hybrid funds.

amc-img

  • 022-66578282
  • service@tataamc.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    25.3%

    18.5%

    25.3%

    18.5%

    25.3%

    18.5%

    12.6%

    12.3%

    22.6%

    19.6%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Tata Mid Cap Growth Fund (G) Review

    Tata Mid Cap Growth Fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 11.6% over a period of 27 years. The fund was previously known as Tata Growth Gr. The fund is managed by Tata Asset Management Private Limited. The fund managers are Abhinav Sharma, Ennette Fernandes, Rupesh Patel, Satish Mishra.

    Nav of Tata Mid Cap Growth Fund (G) as of 6/27/2022 is ₹217.00 with the total AUM as of 6/28/2022 is ₹1509.869. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Mid Cap Growth Fund (G) was launched on Jul 01, 1994. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Tata Mid Cap Growth Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    Tata Mid Cap Growth Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty Midcap 150 TR INR.

    Tata Mid Cap Growth Fund (G) is rated as a 2 fund in Equity and delivered 0.8% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Tata Mid Cap Growth Fund (G).

    Frequently Asked Questions

    What is Tata Mid Cap Growth Fund (G)?

    Tata Mid Cap Growth Fund (G) is a Mid Cap Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in Tata Mid Cap Growth Fund (G)?

    You can invest in Tata Mid Cap Growth Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Tata Mid Cap Growth Fund (G)?

    The minimum sip amount for Tata Mid Cap Growth Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Tata Mid Cap Growth Fund (G) good to invest in?

    As per Scripbox experts, Tata Mid Cap Growth Fund (G) is a Neutral fund. You can investTata Mid Cap Growth Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Tata Mid Cap Growth Fund (G)?

    The expense ratio of the Tata Mid Cap Growth Fund (G) is 2.4% for regular plan.