Rating : ★ ★ ★ ★ ☆

Tata Mid Cap Growth Fund Direct Plan Growth

Equity

  

Mid Cap Fund

NAV

261.0414-2.7593

(as on 24 Sep, 2021)

RETURNS

25 %

Fund Type

Open Ended

Investment Plan

Growth

Expense Ratio

1%

Asset Size

1409.79 Cr.

(As of 31 Aug, 2021)

Benchmark

IISL Nifty Midcap 100 TR Index TR INR

Riskometer

Investors understand that their principal will be at Very High Risk.

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.

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Fund manager

Rupesh Patel

Exit load

1 %

(If redeemed within 365 days)

Minimum sip

₹150

Minimum investment

₹5000

Top Holdings

This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.

Company

Assets

Navin Fluorine International Ltd

3.81%

PI Industries Ltd

3.61%

Mphasis Ltd

3.40%

Tata Power Co Ltd

3.39%

Sector Allocation

About the Scheme Type

Mid cap funds invest only in mid cap companies – those with a market capitalization of INR 500 – INR 10000 Crores. Mid cap funds can be highly volatile and risky; hence, isn’t recommended for first-time investors as well as investors with low risk appetite. The ideal investment horizon for mid cap funds is 5 -7 years and does offer higher returns than both multi cap and large cap funds. However, the flip side to it is that during economic turmoil and crises, mid cap funds can fall down excessively. So, be careful while picking Mid cap funds.

Ratings

This fund is rated 4 stars by Morning Star Ratings.

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Overview of Tata Asset Management Limited

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