AS
Abhinav SharmaFund Manager Since 30 Jun 2021
EquityMid-Cap
Tata Mid Cap Growth Fund Regular Growth
3Y Annualised
18.16%
0.65% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
6.36%
0.65% 1D
Benchmark
HDFC NIFTY 500 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
4 years 2 months
NIFTY 50
6 years
FD
9 years 7 months
Fund info
Fund size
₹3954.92 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹5000
Exit load
0.01%
On or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment-NIL. On or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investment-1%. Redemption after expiry of 365 days from the date of allotment-NIL.
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
Fund Managers
SM
Satish MishraFund Manager Since 30 Jun 2021
About Tata Mid Cap Growth Fund Regular Growth
Tata Mid Cap Growth Fund Regular Growth is a Equity mutual fund scheme from Tata Asset Management Limited. This fund has been in existence for 30 years, having been launched on 1994-07-01. Tata Mid Cap Growth Fund Regular Growth has ₹3954.92 Cr worth of assets under management (AUM) as of Fri Mar 28 2025. The latest Net Asset Value (NAV) of Tata Mid Cap Growth Fund Regular Growth as of Fri Mar 28 2025 is ₹389.3412. The fund has an expense ratio of 1.9%, which is medium comparable to most other Equity funds.
Tata Mid Cap Growth Fund Regular Growth returns for the last 1 year are 8.01%. Since launch, it has delivered 12.67% average annual returns.
The Tata Mid Cap Growth Fund Regular Growth has the majority of its money invested in Financial Services, Healthcare, Consumer Cyclical, Industrials, Utilities sectors.
Top 5 Holdings of Tata Mid Cap Growth Fund Regular Growth.
- Max Financial Services Ltd: 3.28%
- Muthoot Finance Ltd: 3.03%
- Alkem Laboratories Ltd: 2.94%
- Lupin Ltd: 2.89%
- Jubilant Foodworks Ltd: 2.85%
AMC Information
| Name | Tata Asset Management Limited |
|---|---|
| Founding Date | 1994-07-01 |
| kiran@tataamc.com | |
| Phone | +91 22 6657 8282 |
| Website | www.tatamutualfund.com |
| Address | Tata Asset Management Private Limited,Mafatlal Centre, 9th Floor,,Nariman Point,,India |
Tax Implications of Tata Mid Cap Growth Fund Regular Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
Similar Funds from Tata Asset Management Limited
Tata Large & Mid Cap Fund Regular Growth
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3Y CAGR
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expense ratio
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fund size
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Tata Short Term Bond Fund Regular Growth
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expense ratio
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fund size
₹2642.43 Cr
Tata Equity Savings Regular Growth
AllocationEquity Savings
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expense ratio
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Tata Mid Cap Growth Fund Regular Growth
EquityMid-Cap
3Y CAGR
18.16%
expense ratio
1.90%
fund size
₹3954.92 Cr
Tata Equity P/E Fund Regular Growth
EquityValue
3Y CAGR
19.00%
expense ratio
1.82%
fund size
₹7468.42 Cr
FAQs
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