INF277K01626

CASPeR Ranking #81

Tata Mid Cap Growth Fund Regular Growth

Very High Risk Mid-Cap Equity

NAV (Fri Oct 04 2024)

₹444

Returns (Since Inception)

22.34%

Category Average

22.90%

Rating

3

Allocation and Holdings

Asset class

Weightage

Healthcare

9.38%

Industrials

7.40%

Financial Services

5.81%

Consumer Cyclical

2.60%

Basic Materials

2.49%

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Overall rating

100K+Downloads

Scheme Information

Fund name

Tata Mid Cap Growth Fund Regular Growth


Minimum SIP

100


Risk Level

Very High Risk


AUM

₹4514.03 Cr


ISIN

INF277K01626


Inception Date

Jul 01 1994


Standard Deviation

13.344


Beta

0.87


Sharpe Ratio

1.259


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. 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.

Fund Managers

Abhinav Sharma

Satish Mishra

About the AMC

Tata Asset Management Limited


Phone Number

+91 22 6657 8282

Email Address

kiran@tataamc.com

Corporate Office Address

Tata Asset Management Private Limited,Mafatlal Centre, 9th Floor,,Nariman Point,,India

Overall AUM

₹4514.03 Cr


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