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NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%
TATata MFDirect · Growth

Tata Mid Cap Fund - Growth- Direct Plan

Mid Cap FundEquity - Mid Cap FundBenchmark: Nifty Midcap 100
NAV · 01 Feb 2013₹47.88-0.06%
AUM₹70 Crfrom this fund's primary plan
Expense Ratio2.14%
CAGR—
Min SIP₹500from this fund's primary plan
Launched—

Investment Objective

To provide income distribution and/or medium to long term capital gains by investing predominantly in equity / equity related instruments of mid cap companies.

Fund Mandate

Debt0%–35%
Equity65%–100%
MMI0%–35%
Others0%–35%
Asset Allocation
Domestic Equity87.1%
Cash & Equivalents12.9%
Stock Holdings (44) As of 31 Jan 2012 · disclosed on this fund's primary plan
44 stocks · ₹ 61 Cr
Allocation
Bank Of Baroda
3.99%
₹ 2.78
Bank
Strides Pharma Science Ltd.
3.78%
₹ 2.63
Healthcare
Indraprastha Gas Ltd.
3.59%
₹ 2.50
Gas Transmission
Gujarat Mineral Development Corporation Ltd.
3.48%
₹ 2.42
Mining
Polaris Consulting & Services Ltd.
2.77%
₹ 1.93
IT
Amara Raja Energy & Mobility Ltd.
2.75%
₹ 1.91
Automobile & Ancillaries
Cummins India Ltd.
2.72%
₹ 1.89
Automobile & Ancillaries
Pfizer Ltd.
2.69%
₹ 1.87
Healthcare
Opto Circuits (India) Ltd.
2.46%
₹ 1.71
Healthcare
APL Apollo Tubes Ltd.
2.46%
₹ 1.71
Iron & Steel
Sector Allocation
Others12.9%
Healthcare12.3%
Bank9.6%
Automobile & Ancillaries9.0%
Gas Transmission5.8%
Finance5.5%
FMCG5.4%
Crude Oil4.7%
IT4.2%
Agri4.0%
Construction Materials3.8%
Chemicals3.5%
Mining3.5%
Media & Entertainment3.3%
Iron & Steel2.5%
Capital Goods2.3%
Power2.1%
Hospitality1.7%
Consumer Durables1.6%
Diamond & Jewellery1.2%
Infrastructure1.2%
On This Page
NAV growthAsset allocationStock holdings
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Fund Managers
PG
Pradeep Gokhale
Fund Manager
Key Information
2.14%
₹500from this fund's primary plan
₹5,000
—
Nil
Inception—
AMCTata MF
Trailing Returns
PeriodReturns
1 Day-0.06%
Return calculator

This fund doesn't have enough return history yet to project an investment.

Risk Metrics

Risk metrics are not available for this fund.

Fees
2.14%
—
Nil
₹500from this fund's primary plan
₹5,000
Capital Gains Tax, general rules

This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):

Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.

Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme