Tata Mid Cap Growth Fund-Regular Plan - IDCW Option

Fund House: Tata Mutual Fund

Category: Equity: Mid Cap

Status: Open Ended Schemes

Launch Date: 31-03-2004

Minimum Investment: 5000.0

Asset Class: Equity

Minimum Topup: 1000.0

Benchmark: NIFTY Midcap 150 TRI

Total Assets: 4331.09 As on (31-03-2025)

Expense Ratio: 1.88% As on (31-03-2025)

Turn over: 81.00% | Exit Load: For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days.

NAV as on 25-04-2025

109.258

-2.2104

CAGR Since Inception

13.54%

NIFTY Midcap 150 TRI 17.52%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Tata Mid Cap Growth Fund-Regular Plan - IDCW Option 2.88 18.54 27.89 14.46 13.54
NIFTY MIDCAP 150 TRI 9.31 21.88 33.94 18.1 17.52
Equity: Mid Cap 7.04 19.19 29.54 15.4 17.69

Funds Manager

Satish Chandra Mishra

RETURNS CALCULATORS for Tata Mid Cap Growth Fund-Regular Plan - IDCW Option

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of Tata Mid Cap Growth Fund-Regular Plan - IDCW Option

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of Tata Mid Cap Growth Fund-Regular Plan - IDCW Option

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Tata Mid Cap Gr Fund Reg IDCW 31-03-2004 2.88 27.25 18.54 27.89 14.46
Invesco India MidCap Gr 19-04-2007 16.43 33.25 22.91 30.42 16.58
Edelweiss MidCap Reg Gr 26-12-2007 14.64 33.38 23.07 33.58 17.38
Motilal Oswal Midcap Fund Reg Gr 02-02-2014 12.98 36.11 26.6 37.24 17.54
Franklin India Prima Fund Gr 01-12-1993 12.87 30.67 21.76 28.33 14.71
Sundaram MidCap Gr 01-07-2002 11.49 31.54 22.21 29.64 14.69
Kotak Emerging Equity Sch Gr 30-03-2007 11.32 25.7 18.7 30.39 16.8
WhiteOak Capital Mid Cap Fund Reg Gr 07-09-2022 11.28 31.87 0.0 0.0 0.0
Nippon India Growth Fund Gr Gr 05-10-1995 11.26 33.24 23.64 33.49 17.33
HDFC Mid-Cap Opportunities Gr 25-06-2007 9.74 31.43 24.78 33.48 17.09

Asset Allocation (%)

Key Performance and Risk Statistics of Tata Mid Cap Growth Fund-Regular Plan - IDCW Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Tata Mid Cap Growth Fund-Regular Plan - IDCW Option 13.05 1.37 1.0 0.88 - -
Equity: Mid Cap - - - - - -