Mutual Fund Research

Tata Mid Cap Growth Fund(G)

As on Dec-06-2021 change fund
240.02  up-3.77 (-1.55%)

fund objective

The investment objective of the scheme will be to provide reasonable and regular income along with possible capital appreciation to its unitholder.


Investors understand that their principal will be at very high risk

5-Years History
financial year2016-20172017-20182018-20192019-20202020-2021
NAV in Rs (as on 31-Mar-2021)120.59134.25140.79107.80196.05
Net Assets(Rs Crores) (as on 31-Mar-2021) 586.46 651.54 677.59 632.63 1129.27
Scheme Returns(%)(Absolute)27.3410.303.56-23.5484.30
B'mark Returns(%)(Absolute)NA1.56-2.94-31.11103.75
Category Rank126/312157/353100/261108/23467/218
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
Top 10 holdings
company (%)
Voltas Ltd.3.55 
Tata Power Company Ltd.3.54 
Mphasis Ltd.3.32 
Crompton Greaves Consumer Elec...3.24 
Jindal Steel & Power Ltd.3.14 
Navin Fluorine International L...2.70 
ICICI Bank Ltd.2.58 
Page Industries Ltd.2.58 
PI Industries Ltd.2.57 
ACC Ltd.2.56 


Market Cap Fund

Launch Date


Scheme Benchmark


AUM ( in Cr.)


portfolio price to book value


investing style?

Mid Growth

fund manager?

Satish Chandra Mishra,Abhinav Sharma

inception date (regular plan)


expense ratio (regular plan) %


Top 10 sectors
sectors (%)
IT - Software9.01
Bank - Private8.63
Pharmaceuticals & Drugs4.77
Power Generation/Distribution4.58
Finance - NBFC4.37
Air Conditioners3.55
Auto Ancillary3.29
Consumer Durables - Domestic Appliances3.24
Engineering - Industrial Equipments3.18

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

to go
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • maximum
performance comparision with similar schemes and benchmark
scheme name investment style inception date AUM in Cr. 1Y(%) 3Y(%) 5Y(%) 10Y(%) since inception
Tata Mid Cap Growth Fund(G)Mid-Growth 01-Jul-19941,460.1341.5623.9618.3119.8912.27
PGIM India Midcap Opp Fund-Reg(G)Mid-Growth 02-Dec-20133,388.2762.1534.8121.85NA19.61
Quant Mid Cap Fund(G)Mid-Growth 26-Feb-2001205.2457.9828.9921.3615.9512.53
Baroda Mid-cap Fund(G)Mid-Growth 04-Oct-201084.7154.7627.1018.559.285.07
Axis Midcap Fund-Reg(G)Mid-Growth 18-Feb-201115,987.9941.8226.4322.6821.5719.46
SBI Magnum Midcap Fund-Reg(G)Mid-Growth 29-Mar-20056,425.5955.3826.0915.7621.2317.00
Kotak Emerging Equity Fund(G)Mid-Growth 30-Mar-200716,485.0747.3325.7319.0321.4214.27
Edelweiss Mid Cap Fund-Reg(G)Mid-Growth 26-Dec-20071,749.5652.3225.4719.9221.8812.26
Nippon India Growth Fund(G)Mid-Growth 08-Oct-199511,573.2448.2224.6418.6417.4622.42
BNP Paribas Mid Cap Fund(G)Mid-Growth 02-May-20061,088.7944.6823.9016.8020.2811.75
Motilal Oswal Midcap 30 Fund-Reg(G)Mid-Growth 24-Feb-20142,419.2555.3823.8915.07NA20.98
Invesco India Midcap Fund(G)Mid-Growth 19-Apr-20072,060.5143.7123.6619.1520.5015.89
UTI Mid Cap Fund-Reg(G)Mid-Growth 30-Jul-20056,695.1448.0123.5617.5020.6816.34
Mahindra Manulife Mid Cap Unnati Yojana-Reg(G)Mid-Growth 30-Jan-2018844.5651.3823.25NANA14.56
DSP Midcap Fund-Reg(G)Mid-Growth 14-Nov-200614,190.2228.3020.9816.2319.0615.65
Taurus Discovery (Midcap) Fund-Reg(G)Mid-Growth 05-Sep-199477.8335.1620.5917.2218.857.50
ICICI Pru Midcap Fund(G)Mid-Growth 28-Oct-20043,178.3046.1820.5316.3119.5817.55
HDFC Mid-Cap Opportunities Fund(G)Mid-Growth 25-Jun-200731,628.8640.2820.4515.6519.7416.37
Aditya Birla SL Midcap Fund(G)Mid-Growth 03-Oct-20023,381.8153.1819.2814.1617.2522.16
Franklin India Prima Fund(G)Mid-Growth 01-Dec-19938,083.2933.8318.4415.0419.6219.53
IDBI Midcap Fund(G)Mid-Growth 25-Jan-2017214.1135.8618.03NANA11.54
Sundaram Mid Cap Fund(G)Mid-Growth 19-Jul-20026,916.3440.6516.5112.2617.5824.42
L&T Midcap Fund-Reg(G)Mid-Growth 09-Aug-20046,908.5232.4216.2015.0319.4218.93
Union Midcap Fund-Reg(G)Mid-Growth 23-Mar-2020337.9053.11NANANA80.23
Mirae Asset Midcap Fund-Reg(G)Mid-Growth 29-Jul-20196,736.7450.28NANANA35.37
Principal Midcap Fund-Reg(G)Mid-Growth 30-Dec-2019457.9849.20NANANA33.97
ITI Mid Cap Fund-Reg(G)Mid-Growth 05-Mar-2021373.79NANANANA14.38
HSBC Mid Cap Fund-Reg(G)Mid-Growth 24-Sep-20211,295.93NANANANA-3.07
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