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CASPeR Ranking #66
Tata Mid Cap Growth Fund Regular Growth
NAV (Fri Jul 26 2024)
₹447
Returns (Since Inception)
24.75%
Category Average
24.83%
Rating
3
Allocation and Holdings
Asset class
Weightage
Industrials
16.09%
Healthcare
5.85%
Consumer Cyclical
2.60%
Consumer Defensive
2.39%
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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
₹4193.89 Cr
ISIN
INF277K01626
Inception Date
Jan 01 1970
Standard Deviation
13.303
Beta
0.84
Sharpe Ratio
1.392
Benchmark
IISL Nifty Midcap 150 TR INR
Expense Ratio
1.880%
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 8282Email Address
kiran@tataamc.comCorporate Office Address
Tata Asset Management Private Limited,Mafatlal Centre, 9th Floor,,Nariman Point,,IndiaOverall AUM
₹4193.89 Cr
Website
www.tatamutualfund.comPopular Equity funds
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frequently asked questions
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What is the current NAV of Tata Mid Cap Growth Fund Regular Growth?
The NAV of Tata Mid Cap Growth Fund Regular Growth is ₹447 as of Fri Jul 26 2024.
Net asset value, or NAV for short, is a mutual fund's cost per unit. Consider it the share price of a stock, but one that represents the total worth of all the investments made by the fund. This value affects how much you pay to invest or receive when redeeming units, and it changes every day based on changes in the market. Gaining insight into NAV enables you to evaluate a fund's performance and make wise investment choices.
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Who is the fund manager of Tata Mid Cap Growth Fund Regular Growth?
Abhinav Sharma is the current fund manager of Tata Mid Cap Growth Fund Regular Growth as on Sat Jul 27 2024. A fund manager's performance history, investment style and strategy, approach to risk management, tenure and experience, fees and charges, and alignment with investor goals all have an impact on the fund performance.
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What is the expense ratio of Tata Mid Cap Growth Fund Regular Growth?
The Expense Ratio of Tata Mid Cap Growth Fund Regular Growth is 188.00% as of Sat Jul 27 2024 which means if you earn ₹50,000 worth returns on an investment in this fund then 188.00% of those returns will be retained by the AMC.
The annual fees you pay the mutual fund firm to manage your investments in that fund are known as the Expense Ratio. The Expense Ratio is deducted from the returns that the fund generates and expressed as a percentage of Assets Under Management (AUM).
Because a smaller portion of the gains will be retained, a fund with a lower expense ratio is always preferable because it will result in larger returns for you.
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What is the minimum SIP amount of Tata Mid Cap Growth Fund Regular Growth?
The minimum Systematic Investment Plan (SIP) amount required for Tata Mid Cap Growth Fund Regular Growth is ₹100. A Systematic Investment Plan (SIP) is an investment approach in mutual funds where an investor selects a mutual fund scheme and invests a fixed amount at regular intervals. The SIP investment strategy involves investing a small amount consistently over time, as opposed to investing a large sum in a single instance. This method aims to potentially yield higher returns over the long term by leveraging the benefits of rupee cost averaging and compounding.
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What is the minimum lump sum amount required to invest in Tata Mid Cap Growth Fund Regular Growth?
To initiate a lump sum investment in Tata Mid Cap Growth Fund Regular Growth, a minimum initial amount of ₹5,000 is necessary. This means that to participate in this investment option, investors must commit a starting sum of at least INR 5000. A lumpsum investment is a common approach to investing money in financial instruments such as mutual funds. This method involves investing a substantial sum of money in a financial instrument in a single transaction, as opposed to making multiple smaller payments over time.
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What is risk category of the Tata Mid Cap Growth Fund Regular Growth?
In accordance with SEBI regulations, mutual funds are required to disclose the risk associated with investing, categorized into five levels: (a) Low: Low risk to principal, (b) Moderately Low: Moderately low risk to principal, (c) Moderate: Moderate risk to principal, (d) Moderately High: Moderately high risk to principal, (e) High: High risk to principal. The risk category of Tata Mid Cap Growth Fund Regular Growth is classified as Very High Risk.
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What is the category of Tata Mid Cap Growth Fund Regular Growth?
The category of the Tata Mid Cap Growth Fund Regular Growth is Equity.
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