Mutual Fund Research

Tata Mid Cap Growth Fund-Reg(G)

As on Apr-25-2025 change fund
395.84  up-8.01 (-1.98%)

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 year2020-20212021-20222022-20232023-20242024-2025
NAV in Rs (as on 31-Mar-2025)196.05240.81240.51364.64389.31
Net Assets(Rs Crores) (as on 31-Mar-2025) 1129.27 1550.64 1780.71 3348.40 4333.24
Scheme Returns(%)(Absolute)84.3021.75-0.6851.224.59
B'mark Returns(%)(Absolute)NANANANANA
Category Rank67/21893/20412/3112/2926/30
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
2024-202518.775.45-6.65-8.69
2023-202415.5912.0511.554.94
2022-2023-10.0112.741.20-2.72
2021-202211.1910.082.41-2.01
2020-202119.2414.5519.2011.70
Top 10 holdings
company (%)
Max Financial Services Ltd.3.44 
Alkem Laboratories Ltd.3.04 
Lupin Ltd.2.81 
Jubilant FoodWorks Ltd.2.76 
Aurobindo Pharma Ltd.2.68 
Cummins India Ltd.2.60 
ICICI Lombard General Insuranc...2.48 
Muthoot Finance Ltd.2.31 
Indraprastha Gas Ltd.2.11 
AU Small Finance Bank Ltd.2.10 

Category

Mid Cap Fund

Launch Date

01-Jul-94

Scheme Benchmark

NA

AUM ( in Cr.)

4,333.24

portfolio price to book value

6.28

investing style?

Mid Growth

fund manager?

Satish Chandra Mishra

inception date (regular plan)

01-Jul-94

expense ratio (regular plan) %

1.88

Top 10 sectors
sectors (%)
Pharmaceuticals & Drugs12.89
Bank - Private5.24
Auto Ancillary4.69
Construction - Real Estate4.46
IT - Software4.44
Finance - NBFC3.72
Cement & Construction Materials3.63
Finance - Others3.44
Port3.43
Pesticides & Agrochemicals3.15

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-Reg(G)Mid-Growth 01-Jul-19944,333.242.8818.5527.9514.7912.67
Motilal Oswal Midcap Fund-Reg(G)Mid-Growth 24-Feb-201426,028.3412.9826.5737.2417.5322.10
HDFC Mid-Cap Opportunities Fund(G)Mid-Growth 25-Jun-200772,610.089.7424.7533.4817.0917.46
Nippon India Growth Fund(G)Mid-Growth 08-Oct-199533,174.7411.2623.6133.4917.3322.25
Edelweiss Mid Cap Fund-Reg(G)Mid-Growth 26-Dec-20078,633.8514.6423.0433.5817.3813.65
Invesco India Midcap Fund(G)Mid-Growth 19-Apr-20075,779.3216.4322.8930.4216.5916.49
ITI Mid Cap Fund-Reg(G)Mid-Growth 05-Mar-20211,091.642.7522.46NANA17.46
Sundaram Mid Cap Fund-Reg(G)Mid-Growth 19-Jul-200211,332.7111.4922.1929.4914.5923.65
Franklin India Prima Fund(G)Mid-Growth 01-Dec-199311,443.0312.8721.7428.3314.7119.29
Mahindra Manulife Mid Cap Fund-Reg(G)Mid-Growth 30-Jan-20183,397.925.2921.2730.36NA16.74
HSBC Midcap Fund-Reg(G)Mid-Growth 09-Aug-200410,361.744.7819.9126.5315.2218.63
ICICI Pru Midcap Fund(G)Mid-Growth 28-Oct-20045,796.464.0218.9630.5614.4317.26
Quant Mid Cap Fund(G)Mid-Growth 26-Feb-20018,355.95-7.3118.7833.6316.3613.40
Kotak Emerging Equity Fund(G)Mid-Growth 30-Mar-200748,128.7111.3218.6830.3916.8014.71
Baroda BNP Paribas Mid Cap Fund-Reg(G)Mid-Growth 02-May-20061,981.665.7917.4528.0214.9012.48
SBI Magnum Midcap Fund-Reg(G)Mid-Growth 29-Mar-200520,890.267.1217.4031.7814.9216.73
LIC MF Midcap Fund(G)Mid-Growth 25-Jan-2017301.597.9717.3126.26NA12.57
Union Midcap Fund-Reg(G)Mid-Growth 23-Mar-20201,312.886.7316.6430.34NA33.04
Aditya Birla SL Midcap Fund(G)Mid-Growth 03-Oct-20025,502.096.5316.3928.7413.2920.88
Mirae Asset Midcap Fund-Reg(G)Mid-Growth 29-Jul-201914,921.592.5216.2029.77NA22.56
Axis Midcap Fund-Reg(G)Mid-Growth 18-Feb-201128,063.019.1316.0624.4515.3217.83
DSP Midcap Fund-Reg(G)Mid-Growth 14-Nov-200617,203.598.5015.6922.6014.2115.06
UTI Mid Cap Fund-Reg(G)Mid-Growth 30-Jul-200510,649.444.5914.9627.4213.4815.56
Taurus Mid Cap Fund-Reg(G)Mid-Growth 05-Sep-1994114.44-4.5414.9323.8814.328.19
PGIM India Midcap Opp Fund-Reg(G)Mid-Growth 02-Dec-201310,302.077.6012.9130.1514.6016.90
WOC Mid Cap Fund-Reg(G)Mid-Growth 07-Sep-20222,744.5611.28NANANA22.66
Bandhan Midcap Fund-Reg(G)Mid-Growth 18-Aug-20221,491.106.91NANANA18.01
Canara Rob Mid Cap Fund-Reg(G)Mid-Growth 02-Dec-20222,608.376.23NANANA19.02
JM Midcap Fund-Reg(G)Mid-Growth 21-Nov-20221,261.104.65NANANA26.35
Helios Mid Cap Fund-Reg(G)Mid-Growth 13-Mar-202557.09NANANANA5.70
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