CLOSED
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 MFGrowth

Tata Mid Cap Fund - Growth

Mid Cap FundEquity - Mid Cap FundBenchmark: Nifty Midcap 100
NAV · 24 Feb 2012₹16.23-0.23%
AUM₹70 Cr
Expense Ratio2.50%
CAGR—
Exit Load1% on or before 365D
Min SIP₹500
Launched2005

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%
Fund Managers
PG
Pradeep Gokhale
Fund Manager
Key Information
2.50%
₹500
₹5,000
1% on or before 365D
Nil
Inception29 Jun 2005
AMCTata MF
Top Holdings
1Cash, Others12.86%
2Bank Of BarodaBanks3.99%
3Strides Arcolab LtdPharmaceuticals3.78%
4Indraprastha Gas Ltd.Gas3.59%
5Gujarat Mineral Dev Corp Ltd.Minerals/ Mining3.48%
6Polaris Financial Technology Ltd.Software2.77%
7Amara Raja Batteries LtdAuto Ancillaries2.75%
8Cummins India LtdIndustrial Products2.72%
9Pfizer LtdPharmaceuticals2.69%
10Opto Circuits (India) LtdPharmaceuticals2.46%
Sector Allocation
Other12.9%
Pharmaceuticals11.1%
Gas5.8%
Auto Ancillaries5.0%
Finance4.7%
Consumer Non Durable4.6%
Banks4.0%
Minerals/ Mining3.5%
Software2.8%
Industrial Products2.7%
Ferrous Metals2.5%
Oil2.5%
Petroleum Products2.3%
On This Page
NAV growthAsset allocationTop holdings
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Trailing Returns
PeriodReturns
1 Day-0.23%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.50%
1% on or before 365D
Nil
₹500
₹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