- Mutual Funds
- TATA Mutual Fund
- Tata Mid Cap Growth Fund (Growth)
Formerly Tata Growth Gr
Mid cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 311.5163
NAV (Sep 29)
Fund Returns
Last 1Y | 29.8% |
Last 3Y | 29.7% |
Last 5Y | 20% |
Last 10Y | 21.5% |
Since Inception | 12.5% |
6 Month CAGR | 33.1% |
Scheme Information
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 | 2.02 |
Launched (29y ago) | Jul 01, 1994 |
AUM in Crores | 2449.128 |
ISIN | INF277K01626 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty Midcap 150 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 14.1 |
Standard Deviation (5yr) | 20.8 |
Beta (3yr) | 0.83 |
Beta (5yr) | 0.88 |
Sharpe Ratio (3yr) | 1.577 |
Sharpe Ratio (5yr) | 0.619 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Tata Mid Cap Growth Fund (Growth) | 12,16,721 | 4,84,109 | 20% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
idfc first bank ltd
4.2%thermax ltd
3.7%aurobindo pharma ltd
3.1%pi industries ltd
3%aia engineering ltd
3%Allocation by Sector
industrials
30.3%financial services
19.3%basic materials
13.7%consumer cyclical
10.8%healthcare
9.8%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,630 cr | ||
₹ 11,197 cr | ||
₹ 11,862 cr | ||
₹ 10,089 cr | ||
₹ 9,392 cr |
About the AMC
Tata Asset Management Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
14.5% | 11.8% | ||
26.9% | 16.4% | ||
23.5% | 16.3% | ||
40% | 14.6% | ||
26.8% | 16.4% |
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 12.5% over a period of 29 years. The fund was previously known as Tata Growth Gr. The fund is managed by Tata Asset Management Limited. The fund managers are Abhinav Sharma, Satish Mishra.
Nav of Tata Mid Cap Growth Fund (G) as of 9/29/2023 is ₹311.52 with the total AUM as of 9/30/2023 is ₹2449.128. 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 29.8% 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)?
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 2.02% for regular plan.