INF277K01626

CASPeR Ranking #99

Tata Mid Cap Growth Fund Regular Growth

Very High Risk Mid-Cap Equity

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

100K+Downloads

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 8282

Email Address

kiran@tataamc.com

Corporate Office Address

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

Overall AUM

₹4529.49 Cr


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