- Mutual Funds
- TATA Mutual Fund
- Tata Mid Cap Growth Fund of (PIDCW-A)
Formerly Tata Mid Cap Growth Reg DP
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).
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 103.5007
NAV (Apr 19)
Fund Returns
Last 1Y | 53% |
Last 3Y | 24.3% |
Last 5Y | 21.8% |
Last 10Y | 19.6% |
Since Inception | 18.2% |
6 Month CAGR | 19.9% |
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 | 1.93 |
Launched (20y ago) | Mar 31, 2004 |
AUM in Crores | 3348.397 |
ISIN | INF277K01DS0 |
Lock-in | No Lock-in |
Benchmark | Nifty Midcap 150 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 12.8 |
Standard Deviation (5yr) | 19.6 |
Beta (3yr) | 0.82 |
Beta (5yr) | 0.86 |
Sharpe Ratio (3yr) | 1.281 |
Sharpe Ratio (5yr) | 0.819 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Tata Mid Cap Growth Fund of (PIDCW-A) | 12,78,090 | 5,45,478 | 21.8% | |
| 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
thermax ltd
3.7%cummins india ltd
3.4%aurobindo pharma ltd
3.3%bharat heavy electricals ltd
3.1%pi industries ltd
2.9%Allocation by Sector
industrials
35.3%financial services
16.3%healthcare
10.6%basic materials
9.9%consumer cyclical
9.1%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
Tata Asset Management Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
12.6% | 12.7% | ||
31.1% | 25.4% | ||
5.8% | 6.7% | ||
20.2% | 18.3% | ||
5.1% | 4.7% |
Tata Mid Cap Growth Fund of (PIDCW-A) Review
Tata Mid Cap Growth Fund of (PIDCW-A) is a Mid Cap Equity fund and has delivered an annualised return of 18.2% over a period of 20 years. The fund was previously known as Tata Mid Cap Growth Reg DP. The fund is managed by Tata Asset Management Limited. The fund manager’s name is Satish Mishra.
Nav of Tata Mid Cap Growth Fund of (PIDCW-A) as of 4/19/2024 is ₹103.50 with the total AUM as of 4/19/2024 is ₹3348.397. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Mid Cap Growth Fund of (PIDCW-A) was launched on Mar 31, 2004. The category risk of the fund is Very High Risk.
The minimum SIP amount for Tata Mid Cap Growth Fund of (PIDCW-A) 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 of (PIDCW-A) 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 Nifty Midcap 150 TR INR.
Tata Mid Cap Growth Fund of (PIDCW-A) is rated as a 2 fund in Equity and delivered 53% 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 of (PIDCW-A).
Frequently Asked Questions
What is Tata Mid Cap Growth Fund of (PIDCW-A)?
How to invest in Tata Mid Cap Growth Fund of (PIDCW-A)?
You can invest in Tata Mid Cap Growth Fund of (PIDCW-A) 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 of (PIDCW-A)?
The minimum sip amount for Tata Mid Cap Growth Fund of (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Tata Mid Cap Growth Fund of (PIDCW-A) good to invest in?
As per Scripbox experts, Tata Mid Cap Growth Fund of (PIDCW-A) is a Neutral fund. You can investTata Mid Cap Growth Fund of (PIDCW-A) 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 of (PIDCW-A)?
The expense ratio of the Tata Mid Cap Growth Fund of (PIDCW-A) is 1.93% for regular plan.