3 Year return
22.01%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹4494.44 Cr.
Expense Ratio
0.66% (inclusive of GST)
Exit Load
On or before expiry of 365 days from the date 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
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
Tata Mutual Fund Managers
SM
Satish Chandra Mishra
Fund Manager since Jun 2017
Fund House Details
Tata Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
Motilal Oswal Midcap Fund |
36.39% |
4.5 |
Edelweiss Mid Cap Fund |
27.62% |
3 |
Quant Mid Cap Fund |
25.27% |
4 |
Schemes by Tata Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Dynamic Asset Allocation or Balanced Advantage
TATA Balanced Advantage Fund Direct Plan Growth
Hybrid . Dynamic Asset Allocation or Balanced Advantage
TATA Balanced Advantage Fund Direct Plan Payout of IDCW Payout
Hybrid . Arbitrage Fund
TATA Arbitrage Fund Direct Plan Monthly Payout of IDCW Payout
Hybrid . Arbitrage Fund
TATA Arbitrage Fund Direct Plan Monthly Reinvestment of IDCW Reinvestment
Hybrid . Arbitrage Fund
TATA Arbitrage Fund Direct Plan Growth
About TATA Mid Cap Growth Fund Direct Plan-Growth
TATA Mid Cap Growth Fund Direct Plan-Growth is an open-ended equity mutual fund made available by the TATA Mutual Fund. The fund is included in the category of mid-cap funds as it mainly invests in mid-cap company equities. These may be medium-sized businesses that could possibly show growth in the future. The fund also invests in a smaller percentage of large-cap and small-cap stocks. Being an open-ended fund, the investor can buy or sell fund units at any time.
Investment Objective of the Scheme
The investment objective of the TATA Mid Cap Growth Fund Direct Plan-Growth is to reach long-term capital appreciation by equity investment in stocks of mid-cap companies with a strong prospect for growth. The aim of the fund is to select stocks of mid-cap companies that are relevant enough and may perform better than some large-cap companies.
Key Features of The Fund
5-year return | 26.42% |
Expense Ratio | 0.66% |
Fund Manager | Satish Chandra Mishra |
Fund Size | ₹4494.44 Cr |
Risk Profile | Very High |
Is This Scheme Right for Me?
If you are an investor searching for a fair amount of exposure to mid-sized companies with strong growth prospects, you may want to consider the TATA Mid Cap Growth Fund Direct Plan-Growth fund. If you are an investor with a substantial tolerance for risk and willing to bet on mid-cap stocks that may surpass certain established large-caps in the future, this may be a good fund to think about. However, before deciding, ensure that your investments align with your financial requirements and related goals.
AMC Contact Details
Name | Tata Mutual Fund |
Launch Date | March 1994 |
Addresss | Mulla House, Ground Floor, 51, M.G. Road, Near Flora Fountain, Mumbai – 400 001 Maharashtra |
Contact | (022) 6282 7777 |
service@tataamc.com | |
Website | https://www.tatamutualfund.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
Invest Regularly, Achieve Your Goals with SIPs
FAQs
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What is the minimum SIP amount to invest in TATA Mid Cap Growth Fund?
How do I invest in TATA Mid Cap Growth Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in TATA Mid Cap Growth Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in TATA Mid Cap Growth Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in TATA Mid Cap Growth Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.