FAQ : Tata Mid Cap Growth Fund - Regular Plan - Growth

Tata Mid Cap Growth Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 49.23 23.33 22.84 15.21
Average Rolling Returns(%) 22.12 20.17 17.45 16.61

The Current NAV of Tata Mid Cap Growth Fund - Regular Plan - Growth is ₹362.49.

You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark Nifty Midcap 100 returns, as Funds portfolio is significantly different.

Tata Mid Cap Growth Fund - Regular Plan - Growth fund’s expense ratio is 1.93%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Tata Mid Cap Growth Fund - Regular Plan - Growth is currently ₹3,293 Crores.

The Top three stocks are Thermax, Cummins India and Aurobindo Pharma and account for 10% of its portfolio. Top 5 and 10 stocks of fund account for 15% and 28% of fund’s portfolio respectively.

Top three sectors of Tata Mid Cap Growth Fund - Regular Plan - Growth fund are BFSI, Construction & Infrastructure and Auto accounting for 46% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Mid Cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Tata Mid Cap Growth Fund - Regular Plan - Growth Fund is Equity - Mid Cap Fund.

Satish Chandra Mishra manages the Tata Mid Cap Growth Fund - Regular Plan - Growth Fund.

Tata Mid Cap Growth Fund - Regular Plan - Growth current PE ratio is 45.57 and PB ratio is 6.26

The asset allocation of Tata Mid Cap Growth Fund - Regular Plan - Growth is Stocks : 98.57%, Debt : 1.44% and Gold : 0%

The minimum SIP amount for Tata Mid Cap Growth Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹5000.00

The exit load for Tata Mid Cap Growth Fund - Regular Plan - Growth is Nil upto 12% of investments and 1% for remaining investments on or before 365 days, Nil after 365 days

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