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Tata Mid Cap Growth Fund

Growth
500.100.89% (+4.39)
Investment Checklist

Returns

Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Fund has been able to generate better returns compared to other funds in the same category

Expense Ratio

Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Less expense ratio implies better returns over the long term

Return vs FD Rates

If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Fund has been able to generate better price return than bank FD

Red Flags

We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Total holdings with red flags is insignificant

Tata Mid Cap Growth Fund

Growth
EquityMid Cap Fund
Mid-size FundAssets Under Mgmt: ₹ 4,636 Cr
Very High RiskPrinciple investment will be at very high risk
500.100.89% (+4.39)

Price Chart

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Returns
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1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP
Investment Checklist

Returns

Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Fund has been able to generate better returns compared to other funds in the same category

Expense Ratio

Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Less expense ratio implies better returns over the long term

Return vs FD Rates

If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Fund has been able to generate better price return than bank FD

Red Flags

We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Total holdings with red flags is insignificant

EquityMid Cap Fund
Mid-size FundAssets Under Mgmt: ₹ 4,636 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.7350.742.13
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.2859.312.36

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
Nil upto 12% of investments and 1% for remaining investments on or before 365D Nil after 365D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 5,000
Initial: ₹ 5,000 Incremental: ₹ 1,000
BenchmarkBenchmark
Nifty Midcap 150 - TRI

About Mid Cap Fund

Mid Cap funds invest in stocks of the companies ranking from 101-250 in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of mid cap companies. These funds are less riskier than small-cap funds

Peers & Comparison

Comparing 3 mutual funds from 
EquityMid Cap Fund

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Tata Mid Cap Growth Fund46.33%22.92%21.74%
HDFC Mid-Cap Opportunities Fund48.38%27.72%22.80%
Kotak Emerging Equity Fund50.67%24.12%22.68%
Nippon India Growth Fund55.17%26.46%20.55%

Price Comparison

Compare Tata Mid Cap Growth Fund with any MF, ETF, stock or index
Compare Tata Mid Cap Growth Fund with any MF, ETF, stock or index
Tata Mid Cap Growth Fund
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Asset Allocation

Actual

Target

Dec 2023

Mar 2024

Jun 2024

Aug 2024

ACTUAL
RightsCash & EquivalentsEquity0.09%2.23%97.69%

Dec 2023

Mar 2024

Jun 2024

Aug 2024

Tickertape Separator

Sector Distribution

+27 moreLogisticsConstruction & EngineeringAuto PartsSpecialized FinancePharmaceuticals61.53 %5.45 %5.64 %6.50 %7.43 %13.44 %

Dec 2023

Mar 2024

Jun 2024

Aug 2024

Tickertape Separator

Sector Weightage

Jun 23Sep 23Dec 23Mar 24Jun 24Aug 246.45%9.09%9.73%10.59%11.53%13.44%
Pharmaceuticals as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • Aurobindo Pharma Ltd
    AUROPHARMA
    3M change : 0.60 %

    Holdings

    3.48 %

    0.60 %
  • Alkem Laboratories Ltd
    ALKEM
    3M change : 0.44 %

    Holdings

    3.42 %

    0.44 %
  • Cummins India Ltd
    CUMMINSIND
    3M change : -0.43 %

    Holdings

    3.07 %

    -0.43 %

AMC Profile

Established in 1994, Tata Asset Management Private Limited has a track record of more than 25 years in investment management. Tata Asset Management Private Limited manages investments of Tata Mutual Fund.

  • No.of Schemes

    71

  • Total AUM

    ₹ 1,88,784.79 Cr.

Fund Manager Profile

Satish Chandra Mishra

AUM:  ₹10,011.30 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 12yrs

Qualification

B.Tech IIT (BHU) Varanasi, PGDM (TAPMI)

Past Experience

Since July 2017 with Tata Asset Management Ltd. Reporting to Chief Investment Officer Equities.Responsibilities held: Assistant Fund Manager & Research Analyst.From May 2012 to July 2017 with HDFC Securities Ltd as AVP, tracking Oil & Gas and Chemicals.Reporting to Head of Research.From June 2008 to May 2012 with PINC Research as Research Analyst, tracking Oil & Gas, Fertilisers and Engineering sectors.Reporting to Head of Research.He has also worked as an Assistant Engineer at Indian Farmers Fertilizer Cooperative Ltd. (IFFCO) for more than 2 years.

Funds Managed (6)

Manager Performance (0)

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Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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Opinions and Fund Reviews

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Tata Midcap Growth Fund Review: Why is this fund not more popular?!

4 years ago•freefincal - Prudent DIY Investing