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Tata Mid Cap Growth Fund Regular Plan- Growth Option

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Category: Equity: Mid Cap
Launch Date: 01-07-1994
Asset Class: Equity
Benchmark: NIFTY Midcap 150 TRI
Expense Ratio: 2.16% As on (28-02-2023)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,759.67 Cr As on (28-02-2023)
Turn over: 71.27
NAV as on 24-03-2023

235.1457

-2.71 (-1.1526%)

CAGR Since Inception

12.94%

NIFTY Midcap 150 TRI 15.86%

PERFORMANCE of Tata Mid Cap Growth Fund Regular Plan- Growth Option

Scheme Performance (%) Data as on - 24-03-2023

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Tata Mid Cap Growth Fund Regular Plan- Growth Option -1.45 32.58 12.3 18.52 12.94
NIFTY MIDCAP 150 TRI 4.34 40.62 12.81 18.28 15.86
Equity: Mid Cap 0.27 34.71 11.57 17.7 12.33

Yearly Performance (%)

Nav Movement

Fund Managers

Abhinav Sharma, Satish Chandra Mishra

Investment Objective

The scheme is due for redemption in 2004. The scheme will have investments of up to 90 per cent in equities, while it can take up to 40 per cent exposure in debt instruments. Liquidity is provided by listing in BSE and MSE.

RETURNS CALCULATOR for Tata Mid Cap Growth Fund Regular Plan- Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

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

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Tata Mid Cap Growth Fund Regular Plan- Growth Option 22.86 0.69 -3.07 0.91 - -
Equity: Mid Cap - - - - - -

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

Compare SIP Compare Lumpsum
Period
Data as on - 24-03-2023
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
Tata Mid Cap Growth Fund Regular Plan- Growth Option 01-07-1994 -1.45 10.69 32.58 12.3 18.52
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 24-02-2014 10.5 23.6 38.56 14.84 0.0
HDFC Mid-Cap Opportunities Fund - Growth Plan 05-06-2007 8.77 16.73 38.55 12.34 19.15
SBI Magnum Midcap Fund - Regular Plan - Growth 29-03-2005 4.62 15.38 41.54 12.49 19.11
Kotak Emerging Equity Scheme - Growth 30-03-2007 4.47 14.27 37.82 13.91 19.99
Franklin India Prima Fund-Growth 01-12-1993 2.77 8.47 30.58 9.11 16.93
ITI Mid Cap Fund - Regular Plan - Growth Option 05-03-2021 2.49 4.65 0.0 0.0 0.0
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 2.02 15.05 36.02 13.88 16.64
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 1.84 11.47 31.95 7.61 16.6
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 1.84 13.6 38.35 12.33 19.7

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

Asset Allocation (%)