- Mutual Funds
- Tata Mutual Fund
- Tata Midcap Growth Fund Direct Growth
Tata Midcap Growth Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment9,67,629
Wealth Gained17,00,241
Total Corpus Created (₹)
With CAGR of 31.865 % in 5 yearsHistorical NAV
₹ 440.4967
NAV (Mar 26)
Fund Returns
Last 1Y | 10.7% |
Last 3Y | 19.5% |
Last 5Y | 31.9% |
Last 10Y | 15.7% |
Since Inception | 19.6% |
6 Month CAGR | -14.3% |
Scheme Information
The scheme seeks to provide income distribution and / or medium to long term capital gains. Investment would be focussed towards mid cap stocks.
Expense Ratio | 0.69 % |
Launched 12Y ago | 2013-01-01 |
AUM in Crores | 3954.9 |
ISIN | INF277K01PY2 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Midcap 150 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 15.7 |
Beta | 0.9 |
Sharpe Ratio | 0.7 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Tata Midcap Growth Fund Direct (G) | 17,00,241 | 9,67,629 | 31.9% | |
| 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
Aurobindo Pharma Ltd.
3.21%Cummins India Ltd.
3.19%Alkem Laboratories Ltd.
2.97%Muthoot Finance Ltd.
2.57%Max Financial Services Ltd.
2.49%
Allocation by Sector
Financial
18.34%Healthcare
14.61%Services
8.89%Capital Goods
7.4%Automobile
7.38%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 46,114 cr | ||
₹ 88,004 cr | ||
₹ 60,177 cr | ||
₹ 14,981 cr | ||
₹ 21,526 cr |
About the AMC
Tata Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
7.2% | 6.7% | ||
6.3% | 5.1% | ||
6.8% | 7% | ||
24% | 24.8% | ||
15.3% | 17.7% |
Tata Midcap Growth Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment9,67,629
Wealth Gained17,00,241
Total Corpus Created (₹)
With CAGR of 31.865 % in 5 yearsFrequently Asked Questions
What is the expense ratio for Tata Midcap Growth Fund Direct Plan Growth?
What is the current AUM of Tata Midcap Growth Fund Direct Growth?
What is the latest NAV of Tata Midcap Growth Fund Direct Growth?
What is the Riskometer rating for Tata Midcap Growth Fund Direct Plan Growth?
Which are the top sector holdings in Tata Midcap Growth Fund Direct Plan?
Which are the top stock holdings in Tata Midcap Growth Fund Direct Plan?
What is the asset allocation of Tata Midcap Growth Fund Direct Plan Growth?
What has been the performance of Tata Midcap Growth Fund Direct Growth returns?
Does Tata Midcap Growth Fund Direct Growth have a lock-in period?
Can I invest in both SIP and lump sum options in Tata Midcap Growth Fund Direct Plan Growth?
How to invest in Tata Midcap Growth Fund Direct Growth?
How can I redeem my investment in Tata Midcap Growth Fund Direct Plan?