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Tata Mid Cap Growth Fund(IDCW)

IDCW
EquityMid Cap Fund
Mid-size FundAssets Under Mgmt: ₹ 4,443 Cr
Very High RiskPrinciple investment will be at very high risk
159.750.76% (+1.21)

Price Chart

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Returns
0.00%
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EquityMid Cap Fund
Mid-size FundAssets Under Mgmt: ₹ 4,443 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.6652.461.48
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.2959.001.68

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
IDCW0 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
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife 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%

Price Comparison

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

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Oct 2024

ACTUAL
RightsCash & EquivalentsEquity0.08%4.66%95.27%

Mar 2024

Jun 2024

Sep 2024

Oct 2024

Tickertape Separator

Sector Distribution

+28 moreIT Services & ConsultingAuto PartsConstruction & EngineeringSpecialized FinancePharmaceuticals62.24 %5.23 %6.18 %6.44 %6.79 %13.12 %

Mar 2024

Jun 2024

Sep 2024

Oct 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Oct 249.09%9.73%10.59%11.53%13.49%13.12%
Pharmaceuticals as a % of total holdings for last six quarters
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Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • Max Financial Services Ltd
    MFSL
    3M change : 1.26 %

    Holdings

    3.75 %

    1.26 %
  • Alkem Laboratories Ltd
    ALKEM
    3M change : 0.28 %

    Holdings

    3.25 %

    0.28 %
  • Aurobindo Pharma Ltd
    AUROPHARMA
    3M change : -0.07 %

    Holdings

    3.14 %

    -0.07 %

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

    74

  • Total AUM

    ₹ 1,90,479.14 Cr.

Fund Manager Profile

Satish Chandra Mishra

AUM:  ₹9,623.67 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.

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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