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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: 2.02% As on (31-08-2023)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 2,449.13 Cr As on (31-08-2023)
Turn over: 66.87
NAV as on 27-09-2023

311.9409

3.18 (1.0202%)

CAGR Since Inception

14.38%

NIFTY Midcap 150 TRI 17.27%

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

Scheme Performance (%) Data as on - 27-09-2023

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Tata Mid Cap Growth Fund Regular Plan- Growth Option 29.83 29.71 19.95 21.51 14.38
NIFTY MIDCAP 150 TRI 32.93 35.04 20.5 22.38 17.27
Equity: Mid Cap 24.69 30.18 18.44 21.06 18.65

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 14.12 1.6 0.51 0.87 - -
Equity: Mid Cap - - - - - -

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

Compare SIP Compare Lumpsum
Period
Data as on - 27-09-2023
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 29.83 14.24 29.71 19.95 21.51
HDFC Mid-Cap Opportunities Fund - Growth Plan 05-06-2007 36.17 20.24 35.44 20.11 22.87
Taurus Discovery (Midcap) Fund - Regular Plan - Growth 05-09-1994 34.99 15.22 27.78 18.09 20.91
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth 05-01-2018 32.7 16.05 32.77 19.76 0.0
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 31.96 16.24 34.49 21.77 20.64
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 28.41 0.0 0.0 0.0 0.0
Quant Mid Cap Fund - Growth Option - Regular Plan 26-02-2001 28.32 20.53 38.59 23.9 17.92
Invesco India Midcap Fund - Growth Option 19-04-2007 26.48 12.31 27.25 17.98 21.73
Mirae Asset Midcap Fund - Regular Plan-Growth Option 01-07-2019 25.84 13.48 33.64 0.0 0.0
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 25.71 14.15 29.63 15.25 19.78

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

Asset Allocation (%)