- Mutual Funds
- Tata Mutual Fund
- Tata Midcap Growth Fund (G)
Mid Cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 447.9209
NAV (Oct 15)
Fund Returns
Last 1Y | 41.9% |
Last 3Y | 20.2% |
Last 5Y | 27.1% |
Last 10Y | 18.3% |
Since Inception | 13.8% |
6 Month CAGR | 17.2% |
Scheme Information
The scheme seeks to provide income distribution and / or medium to long term capital gains. Investment would be focussed towards mid cap stocks.
Expense Ratio | 1.88 |
Launched (0y ago) | 1.88 |
AUM in Crores | 4636.7 |
ISIN | INF277K01626 |
Lock-in | - |
Benchmark | NIFTY Midcap 150 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 13.3 |
Beta | 0.9 |
Sharpe Ratio | 1.4 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Tata Midcap Growth Fund (G) | 14,82,779 | 7,50,167 | 27.1% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Aurobindo Pharma Ltd.
3.2%Cummins India Ltd.
3.2%Alkem Laboratories Ltd.
3%Muthoot Finance Ltd.
2.6%Max Financial Services Ltd.
2.5%Allocation by Sector
Financial
17.6%Healthcare
12.2%Capital Goods
11.5%Services
9.3%Automobile
7.4%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
About the AMC
Tata Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
14% | 18.8% | ||
14.3% | 16.7% | ||
28.5% | 16.2% | ||
6.4% | 6.7% | ||
11.4% | 13.2% |
Tata Midcap Growth Fund (G) Review
Tata Midcap Growth Fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 13.806% over a period of 30 years. The fund is managed by Tata Mutual Fund. The fund manager’s name is Satish Chandra Mishra.
Nav of Tata Midcap Growth Fund (G) as of 10/15/2024 is ₹447.92 with the total AUM as of 10/16/2024 is ₹4636.684772. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Midcap Growth Fund (G) was launched on 1994-07-01. The category risk of the fund is Below Average.
The minimum SIP amount for Tata Midcap Growth Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Tata Midcap Growth Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY Midcap 150 Total Return Index.
It is rated as a 2 fund in Equity and delivered 41.881% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Tata Midcap Growth Fund (G).
Frequently Asked Questions
What is Tata Midcap Growth Fund (G)?
How to invest in Tata Midcap Growth Fund (G)?
You can invest in Tata Midcap Growth Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Tata Midcap Growth Fund (G)?
The minimum sip amount for Tata Midcap Growth Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Tata Midcap Growth Fund (G) good to invest in?
As per Scripbox experts, it is a 2 fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Tata Midcap Growth Fund (G)?
The expense ratio of the Tata Midcap Growth Fund (G) is 1.88% for regular plan.
What is the NAV of Tata Midcap Growth Fund (G)?
Today's Tata Midcap Growth Fund (G) NAV is ₹447.92.