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  • Tata Mid Cap Growth Fund (RIDCW-A)

Formerly Tata Mid Cap Growth Reg DR

TATA Mutual Fund

Tata Mid Cap Growth Fund (RIDCW-A)

EquityMid Cap

119.0519

NAV (Jun 14)

25.4%
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).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

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

Neutral

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

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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

120.1678

NAV (Jun 18)

Fund Returns

Last 1Y
56.5%
Last 3Y
26.9%
Last 5Y
25.9%
Last 10Y
19.7%
Since Inception
13.9%
6 Month CAGR
25.8%

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
1.89
Launched (20y ago)
Mar 31, 2004
AUM in Crores
3823.840
ISIN
INF277K01642
Lock-in
No Lock-in
Benchmark
Nifty Midcap 150 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
13.1
Standard Deviation (5yr)
19.6
Beta (3yr)
0.84
Beta (5yr)
0.87
Sharpe Ratio (3yr)
1.36
Sharpe Ratio (5yr)
0.926
YTM
0
Fund Managers

Satish Mishra

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Tata Mid Cap Growth Fund (RIDCW-A)70%14,12,660 6,80,04825.4%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-06-14

Top Stock Holdings

cummins india ltd

3.4%
3.4%

thermax ltd

3.1%
3.1%

bharat heavy electricals ltd

3.1%
3.1%

aurobindo pharma ltd

3.1%
3.1%

bharat electronics ltd

3.1%
3.1%
See all holdings

Allocation by Sector

industrials

34%
34%

financial services

17.3%
17.3%

healthcare

10.7%
10.7%

consumer cyclical

8.9%
8.9%

basic materials

8.4%
8.4%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 15,161 cr

₹ 19,454 cr

₹ 22,620 cr

₹ 55,459 cr

₹ 42,669 cr

amc-img

About the AMC

Tata Asset Management Limited

Tata Asset Management Limited manages assets worth 155,710 crores and was set up on 15 March 1994. It's current offering of mutual fund schemes includes 71 equity,114 debt and 17 hybrid funds.amc-img
phone-img022-66578282
Fund NameScripbox Opinion
Till Date CAGR

12.7%

13.3%

27.4%

27.1%

18.6%

19.1%

5.9%

6.7%

5.3%

4.7%

Tata Mid Cap Growth Fund (RIDCW-A) Review

Tata Mid Cap Growth Fund (RIDCW-A) is a Mid Cap Equity fund and has delivered an annualised return of 18.8% over a period of 20 years. The fund was previously known as Tata Mid Cap Growth Reg DR. The fund is managed by Tata Asset Management Limited. The fund manager’s name is Satish Mishra.

Nav of Tata Mid Cap Growth Fund (RIDCW-A) as of 6/14/2024 is ₹119.05 with the total AUM as of 6/19/2024 is ₹3823.84. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Mid Cap Growth Fund (RIDCW-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 (RIDCW-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 (RIDCW-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 (RIDCW-A) is rated as a 2 fund in Equity and delivered 56.9% 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 (RIDCW-A).

Frequently Asked Questions

What is Tata Mid Cap Growth Fund (RIDCW-A)?

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

How to invest in Tata Mid Cap Growth Fund (RIDCW-A)?

You can invest in Tata Mid Cap Growth Fund (RIDCW-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 (RIDCW-A)?

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

Is Tata Mid Cap Growth Fund (RIDCW-A) good to invest in?

As per Scripbox experts, Tata Mid Cap Growth Fund (RIDCW-A) is a Neutral fund. You can investTata Mid Cap Growth Fund (RIDCW-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 (RIDCW-A)?

The expense ratio of the Tata Mid Cap Growth Fund (RIDCW-A) is 1.89% for regular plan.