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

Formerly Tata Growth Gr

TATA Mutual Fund

Tata Mid Cap Growth Fund (Growth)

EquityMid Cap

255.4018

NAV (Dec 02)

12.1%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in mid cap mutual funds.

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).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Neutral

The performance of the fund on a Fund Size metric has been Neutral

Outperformance Consistency

Good

The performance of the fund on a Outperformance Consistency metric has been Good

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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

255.4018

NAV (Dec 2)

Fund Returns

Last 1Y

4.6%

Last 3Y

21.5%

Last 5Y

12.1%

Last 10Y

18%

Since Inception

12.1%

6 Month CAGR

11.2%

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

2.29

Launched (28y ago)

Jul 01, 1994

AUM in Crores

1752.198

ISIN

INF277K01626

Lock-in

No Lock-in

Benchmark

IISL Nifty Midcap 150 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

23

Standard Deviation (5yr)

21.4

Beta (3yr)

0.87

Beta (5yr)

0.9

Sharpe Ratio (3yr)

0.782

Sharpe Ratio (5yr)

0.4

YTM

0

Fund Managers

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 2022-12-02

Top Stock Holdings

cummins india ltd

3.5%
3.5%

thermax ltd

3.3%
3.3%

pi industries ltd

3.2%
3.2%

idfc first bank ltd

3.1%
3.1%

acc ltd

2.9%
2.9%
See all holdings

Allocation by Sector

industrials

30.7%
30.7%

consumer cyclical

19.8%
19.8%

financial services

15.4%
15.4%

basic materials

12.4%
12.4%

technology

5.3%
5.3%
See all sectors

Compare Tata Mid Cap Growth Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,865 cr

₹ 10,427 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

Tata Asset Management Limited

Tata Asset Management Limited manages assets worth 99,745 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

    25.5%

    16.8%

    21.6%

    16.3%

    24.1%

    14%

    25.6%

    16.7%

    24.1%

    14%

    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 12.1% over a period of 28 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 12/2/2022 is ₹255.40 with the total AUM as of 12/3/2022 is ₹1752.198. 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 4.6% 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 2.29% for regular plan.