Tata Asset Management Limited

Tata Mid Cap Growth Fund Regular Plan- Growth

EquityMid Cap
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return-2%
  • 3 yr return17.2%
  • 5 yr return11.5%
  • Expense Ratio2.27%
  • Lock-in Period--
  • Exit Load1%
  • Fund Size (Cr)Rupees1778
  • NAVRupees239.7

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

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Investment Objective

The Investment Objective Of The Scheme Will Be To Provide Reasonable And Regular Income Along With Possible Capital Appreciation To Its Unitholder.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Riskometer

Top Holdings

  • Companies %
  • INDIAN BANK 3.8
  • RBL BANK LTD 3.5
  • THERMAX LTD 3.2
  • PI INDUSTRIES LTD 3.2
  • IDFC FIRST BANK LTD 3.1
  • FEDERAL BANK LTD 3.1
  • CUMMINS INDIA LTD 2.9
  • EICHER MOTORS LTD 2.9
  • AIA ENGINEERING LTD 2.6
  • ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD 2.5
  • NAVIN FLUORINE INTERNATIONAL LTD 2.4
  • Sectors %
  • Industrial Products14.4
  • Banks13.6
  • Automobiles8.3
  • Electric Equipment6.2
  • Finance6.2

Fund House