Mutual Fund Research

Tata Mid Cap Growth Fund(G)

As on Aug-11-2022 change fund
243.27  up2.51 (1.04%)

fund objective

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

riskometer

Investors understand that their principal will be at very high risk

5-Years History
financial year2017-20182018-20192019-20202020-20212021-2022
NAV in Rs (as on 31-Mar-2022)134.25140.79107.80196.05240.81
Net Assets(Rs Crores) (as on 31-Mar-2022) 651.54 677.59 632.63 1129.27 1550.64
Scheme Returns(%)(Absolute)10.303.56-23.5484.3021.75
B'mark Returns(%)(Absolute)1.56-2.94-31.11103.7521.92
Category Rank157/353100/261108/23467/21893/204
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
2022-2023-10.01NANANA
2021-202211.1910.082.41-2.01
2020-202119.2414.5519.2011.70
2019-20200.02-2.572.96-23.68
2018-2019-5.09-3.027.326.15
Top 10 holdings
company (%)
Cummins India Ltd.2.83 
Thermax Ltd.2.78 
PI Industries Ltd.2.76 
Navin Fluorine International L...2.70 
Alkem Laboratories Ltd.2.38 
Bharat Forge Ltd.2.35 
Max Financial Services Ltd.2.27 
Voltas Ltd.2.22 
ACC Ltd.2.19 
Persistent Systems Ltd.2.18 

Category

Market Cap Fund

Launch Date

01-Jul-94

Scheme Benchmark

NA

AUM ( in Cr.)

1,625.22

portfolio price to book value

7.41

investing style?

Mid Growth

fund manager?

Satish Chandra Mishra,Abhinav Sharma

inception date (regular plan)

01-Jul-94

expense ratio (regular plan) %

2.34

Top 10 sectors
sectors (%)
Engineering - Industrial Equipments5.77
Pharmaceuticals & Drugs4.93
Chemicals4.70
Bank - Private4.17
Pesticides & Agrochemicals4.08
Construction - Real Estate4.06
IT - Software3.88
Consumer Durables - Domestic Appliances3.38
Cement & Construction Materials3.29
Auto Ancillary3.11

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

to go
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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-19941,625.226.4423.1114.1618.8512.01
PGIM India Midcap Opp Fund-Reg(G)Mid-Growth 02-Dec-20136,022.6612.7339.1219.37NA18.55
Quant Mid Cap Fund(G)Mid-Growth 26-Feb-2001621.3118.2135.1519.9315.5212.49
SBI Magnum Midcap Fund-Reg(G)Mid-Growth 29-Mar-20057,471.6117.4630.1914.5420.8016.67
Mirae Asset Midcap Fund-Reg(G)Mid-Growth 29-Jul-20198,114.629.8728.30NANA28.20
Edelweiss Mid Cap Fund-Reg(G)Mid-Growth 26-Dec-20072,107.7010.1427.6416.1620.8711.85
Kotak Emerging Equity Fund(G)Mid-Growth 30-Mar-200720,619.1212.7527.4316.0620.7414.00
UTI Mid Cap Fund-Reg(G)Mid-Growth 30-Jul-20056,891.049.4527.1314.1219.8315.67
Motilal Oswal Midcap 30 Fund-Reg(G)Mid-Growth 24-Feb-20142,919.3228.4326.6214.62NA20.32
Nippon India Growth Fund(G)Mid-Growth 08-Oct-199512,449.5212.3525.9815.5317.3822.04
Mahindra Manulife Mid Cap Unnati Yojana-Reg(G)Mid-Growth 30-Jan-2018965.298.7525.20NANA13.06
Axis Midcap Fund-Reg(G)Mid-Growth 18-Feb-201118,676.627.5424.3718.3620.2318.19
Baroda BNP Paribas Mid Cap Fund-Reg(G)Mid-Growth 02-May-20061,159.495.4524.3612.8218.8411.41
Invesco India Midcap Fund(G)Mid-Growth 19-Apr-20072,392.646.5324.2115.2019.3115.08
HDFC Mid-Cap Opportunities Fund(G)Mid-Growth 25-Jun-200732,451.4813.8324.1813.3419.2516.12
Taurus Discovery (Midcap) Fund-Reg(G)Mid-Growth 05-Sep-199473.975.2423.2113.3017.967.38
ICICI Pru Midcap Fund(G)Mid-Growth 28-Oct-20043,437.497.2221.9012.8018.3516.92
Aditya Birla SL Midcap Fund(G)Mid-Growth 03-Oct-20023,466.1410.1621.349.8416.3421.33
IDBI Midcap Fund(G)Mid-Growth 25-Jan-2017192.973.9320.099.12NA9.96
Sundaram Mid Cap Fund(G)Mid-Growth 19-Jul-20027,156.0911.3819.889.6517.1723.85
DSP Midcap Fund-Reg(G)Mid-Growth 14-Nov-200613,837.800.5719.3611.7517.8214.76
L&T Midcap Fund-Reg(G)Mid-Growth 09-Aug-20046,534.194.5919.299.9418.5118.28
Franklin India Prima Fund(G)Mid-Growth 01-Dec-19937,277.173.9718.1010.9618.5319.02
Union Midcap Fund-Reg(G)Mid-Growth 23-Mar-2020484.7811.22NANANA54.53
ITI Mid Cap Fund-Reg(G)Mid-Growth 05-Mar-2021384.64-0.49NANANA8.66
HSBC Mid Cap Fund-Reg(G)Mid-Growth 24-Sep-20211,103.78NANANANA-7.29
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