CASPeR Ranking #99
Tata Mid Cap Growth Fund Regular Growth
NAV (Wed Jan 22 2025)
₹399
Returns (Since Inception)
17.96%
Category Average
19.05%
Rating
3
Allocation and Holdings
Asset class
Weightage
Financial Services
6.50%
Healthcare
8.66%
Consumer Cyclical
5.18%
Industrials
2.67%
Real Estate
2.55%
Technology
2.20%
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Overall rating
Scheme Information
Fund name
Tata Mid Cap Growth Fund Regular Growth
Minimum SIP
100
Risk Level
Very High Risk
AUM
₹4529.49 Cr
ISIN
INF277K01626
Inception Date
Jul 01 1994
Standard Deviation
14.049
Beta
0.88
Sharpe Ratio
0.954
Benchmark
IISL Nifty Midcap 150 TR INR
Expense Ratio
1.870%
Exit Load
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
Very High Risk
Investment Objective
To provide income distribution and / or medium to long term capital gains. Investments would be focused towards mid-cap stocks.
Fund Managers
Abhinav Sharma
Satish Mishra
About the AMC
Tata Asset Management Limited
Phone Number
+91 22 6657 8282Email Address
kiran@tataamc.comCorporate Office Address
Tata Asset Management Private Limited,Mafatlal Centre, 9th Floor,,Nariman Point,,IndiaOverall AUM
₹4529.49 Cr
Website
www.tatamutualfund.comPopular Equity funds
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