Tata Mid Cap Growth Fund Regular Growth | Mutual Fund Performance | Mint
Active Stocks
Mon Feb 26 2024 15:59:59
  1. Tata Steel share price
  2. 142.60 -1.99%
  1. Power Grid Corporation Of India share price
  2. 287.75 1.97%
  1. HDFC Bank share price
  2. 1,422.25 0.10%
  1. ITC share price
  2. 409.20 -0.58%
  1. State Bank Of India share price
  2. 759.00 -0.05%
Business News/Market/Market Stats/    Tata Mid Cap Growth Fund Regular Growth

Tata Mid Cap Growth Fund Regular Growth

+
  • Equity
  • Mid-Cap
  • Rating 3
  • Plan
365.61 +2.51 (0.69%) NAV as on 23 Feb, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)3223.96
  • CAGR 50.11%
  • Exit Load1.00%
  • Expense ratio1.94%
  • CategoryEquity
  • Min Investment5000
  • Min SIP100
  • Launch Date1994-07-01

Morning Star Rating 3

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 27 February 2024

  • Name
  • Value (Cr)
  • Holding %
View More

Risk & Volitility

  • Alpha 5.36%
  • Beta 0.85
  • Sharpe Ratio1.51
  • Std Deviation 13.56%
  • Tracking Error 6.65%

About Fund

To provide income distribution and / or medium to long term capital gains. Investments would be focused towards mid-cap stocks. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.

 

The Tata Mid Cap Growth Fund Regular Growth has an AUM of 3223.96 crores & has delivered CAGR of 23.37% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.94%. The minimum investment in Tata Mid Cap Growth Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 100.

 

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

 

The top holdings of the fund include Aurobindo Pharma, Thermax, Cummins India & Bharat Heavy Electricals.

 

The major sectors where the fund is invested are Misc. Capital Goods, Construction Services, Consumer Financial Services & Regional Banks.

 

Some of the similar funds are Quant Mid Cap Fund Growth, Mahindra Manulife Mid Cap Fund Regular Growth, Edelweiss Mid Cap Fund Growth, Tata Mid Cap Growth Fund Regular Growth, Canara Robeco Mid Cap Fund Regular Growth. Tata Mid Cap Growth Fund Regular Growth has a sharpe ratio of 1.51 & a standard deviation of 13.56%.

FAQs about Tata Mid Cap Growth Fund Regular Growth

According to the morning star rating Tata Mid Cap Growth Fund Regular Growth has a Moderate risk & Exceptional return.
Tata Mid Cap Growth Fund Regular Growth is managed by Satish Mishra.
The expense ratio of Tata Mid Cap Growth Fund Regular Growth is 1.94%.
The 5 year annualized return on Tata Mid Cap Growth Fund Regular Growth is 23.37% & it has generated 50.11% in the last 1 year.
The minimum investment in Tata Mid Cap Growth Fund Regular Growth is 5000 Rs.
Tata Mid Cap Growth Fund Regular Growth has an AUM of 3223.96 crores.
Recommended For You