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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.38 | 60.37 | 2.26 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.28 | 58.88 | 1.98 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 500 |
BenchmarkBenchmark |
---|
BSE 150 MidCap - 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 |
---|---|---|---|
WOC Mid Cap Fund(IDCW Payout) | 45.75% | — | 34.75% |
HDFC Mid-Cap Opportunities Fund(IDCW) | 31.56% | 17.39% | 14.35% |
Kotak Emerging Equity Fund(IDCW-Payout) | 43.02% | 22.69% | 17.72% |
Nippon India Growth Fund(IDCW) | 36.22% | 18.26% | 11.44% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Equity
Debt
Others
Holdings
3.10 %
Holdings
2.79 %
Holdings
2.79 %
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
₹ 1,98,448.04 Cr.
Ramesh Mantri
AUM: ₹13,690.43 Cr.
|
Exp: 18yrs
Piyush Baranwal
AUM: ₹14,886.20 Cr.
|
Exp: 6yrs
Trupti Agrawal
AUM: ₹13,027.95 Cr.
|
Exp: 10yrs
Dheeresh Pathak
AUM: ₹14,197.78 Cr.
|
Exp: 16yrs
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%