Tata Mid Cap Growth Fund Regular Plan- Growth

Category: Equity: Mid Cap
Launch Date: 01-07-1994
Asset Class: Equity
Benchmark: Nifty Midcap 100 TRI
Expense Ratio: 2.56% As on ( 31-10-2018)
Status: Open Ended Schemes(Equity Scheme - Mid Cap Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 614.17 Cr As on ( 30-11-2018)
Turn over: 59.59
NAV as on 12-12-2018

128.7429

2.64 ( 2.0515% )

CAGR Since Inception

12.23%

Nifty Midcap 100 TRI 21.17%

PERFORMANCE of Tata Mid Cap Growth Fund Regular Plan- Growth

Scheme Performance (%) Data as on - 11-12-2018

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Tata Mid Cap Growth Fund Regular Plan- Growth -10.99 9.19 20.99 20.41 12.23
NIFTY MIDCAP 100 TRI -15.79 10.23 17.78 18.76 21.17
Equity: Mid Cap -12.81 9.41 19.24 21.48 13.45

Yearly Performance (%)

Fund Managers

Mr. Danesh Mistry,Mr. Rupesh Patel

Mr. Mistry is a B.Com and also holds a Post Graduate Diploma in Business Administration. Prior to joining Tata AMC he was associated with HDFC Limited (Jun 2002-Jan 2007) as Assistant Manager - Operations and ENAM Securities Limited (Feb 2007-Sep 2009) as Analyst in the Investment Banking Division.

Investment Objective

The scheme is due for redemption in 2004. The scheme will have investments of up to 90 per cent in equities, while it can take up to 40 per cent exposure in debt instruments. Liquidity is provided by listing in BSE and MSE.

RETURNS CALCULATOR for Tata Mid Cap Growth Fund Regular Plan- Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Key Performance and Risk Statistics of Tata Mid Cap Growth Fund Regular Plan- Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Tata Mid Cap Growth Fund Regular Plan- Growth 16.79 0.98 1.15 1.07
Equity: Mid Cap - - - - - -

PEER COMPARISION of Tata Mid Cap Growth Fund Regular Plan- Growth

Period
Data as on - 11-12-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Tata Mid Cap Growth Fund Regular Plan- Growth 01-07-1994 -10.99 11.49 9.19 20.99 20.41
Axis Midcap Fund - Dividend 18-02-2011 1.35 16.49 11.29 19.53 0.0
Axis Midcap Fund - Growth 18-02-2011 1.35 16.98 11.88 20.19 0.0
Mahindra Unnati Emerging Business Yojana - Regular Plan - Dividend 22-01-2018 0.0 0.0 0.0 0.0 0.0
Mahindra Unnati Emerging Business Yojana - Regular Plan - Growth 05-01-2018 0.0 0.0 0.0 0.0 0.0
Invesco India Midcap Fund - Growth Option 19-04-2007 -4.49 13.14 12.13 21.38 24.02
Taurus Discovery (Midcap) Fund - Regular Plan - Divided Option 01-01-2009 -4.66 13.09 12.39 19.76 0.0
Taurus Discovery (Midcap) Fund - Regular Plan - Growth Option 05-09-1994 -4.67 13.74 12.83 20.04 18.92
Invesco India Midcap Fund - Dividend Option 19-04-2007 -5.82 11.77 10.72 20.21 23.07
Franklin India Prima Fund-Growth 01-12-1993 -6.25 10.94 12.05 21.21 23.21

PORTFOLIO ANALYSIS of Tata Mid Cap Growth Fund Regular Plan- Growth

Asset Allocation (%)

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