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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.66 | 52.46 | 1.48 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.29 | 59.00 | 1.68 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
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Nifty Midcap 150 - TRI |
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
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Tata Mid Cap Growth Fund(IDCW) | 32.55% | 23.13% | 19.15% |
HDFC Mid-Cap Opportunities Fund(IDCW) | 27.35% | 20.43% | 14.30% |
Kotak Emerging Equity Fund(IDCW-Payout) | 41.16% | 25.24% | 17.73% |
Nippon India Growth Fund(IDCW) | 30.49% | 21.69% | 11.40% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Others
Holdings
3.75 %
Holdings
3.25 %
Holdings
3.14 %
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
74
Total AUM
₹ 1,90,479.14 Cr.
Satish Chandra Mishra
AUM: ₹9,623.67 Cr.
|
Exp: 12yrs
B.Tech IIT (BHU) Varanasi, PGDM (TAPMI)
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.
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
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%