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 MFDirect · Growth

Tata Mid Cap Growth Fund - Bonus - Direct Plan

Mid Cap FundEquity - Mid Cap FundBenchmark: Nifty Midcap 100
NAV · 27 Oct 2017₹130.42+0.18%
AUM₹6.2k Crfrom this fund's primary plan
Expense Ratio1.87%
CAGR—
Exit Load1% on or before 365D, Nil after 365D
Min SIP₹100from this fund's primary plan
Launched2014

Investment Objective

"The investment objective of the scheme will be to provide reasonable and regular income along with possible capital appreciation to its unitholder.

Fund Mandate

Debt65%–100%
MMI0%–35%
Others0%–35%
Fund Managers
RP
Rupesh Patel
Fund Manager
Key Information
1.87%
₹100from this fund's primary plan
₹5,000
1% on or before 365D, Nil after 365D
Nil
Inception12 Aug 2014
AMCTata MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

On This Page
NAV growthTop holdings
Similar Funds
TRUSTMF Small Cap Fund - Growth - Direct PlanTrust MF+28.42%TRUSTMF Small Cap Fund - IDCW - Direct PlanTrust MF+28.42%Kotak Healthcare Fund - Growth - Direct PlanKotak MF+26.51%Kotak Healthcare Fund - IDCW - Direct PlanKotak MF+26.50%Kotak Healthcare Fund - IDCW Payout - Direct PlanKotak MF+26.50%
Compare With

TRUSTMF Small Cap Fund - Growth - Direct Plan and 4 more peers in this category.

Build comparison
Trailing Returns
PeriodReturns
1 Day+0.18%
Risk Metrics

Risk metrics are not available for this fund.

Fees
1.87%
1% on or before 365D, Nil after 365D
Nil
₹100from 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