Tata Mid Cap Growth Fund Regular Growth
Medium
Risk
Equity
Mid Cap Fund
+
22.71
%
22.71
%
3Y annualised
+
0.38
%
0.38
%
1D
1M
6M
1Y
3Y
All
Fund size
3293
NAV:
Mar 7, 2024
364.612
Sector
Tech
Type
Equity
Launched
Jul 1994
Min Investment
5000
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
Thermax Ltd
3.28
%
Cummins India Ltd
3.16
%
Aurobindo Pharma Ltd
3.12
%
Bharat Heavy Electricals Ltd
2.9
%
PI Industries Ltd
2.79
%
CreditAccess Grameen Ltd Ordinary Shares
2.68
%
Kajaria Ceramics Ltd
2.6
%
Bharat Electronics Ltd
2.49
%
Lupin Ltd
2.46
%
Birlasoft Ltd
2.45
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 365.0 Days, 0.0 % if redeemed after 365.0 Days.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Tata Mid Cap Growth Fund Regular Growth
More details
Investment objective
To provide income distribution and / or medium to long
term capital gains. Investments would be focused towards
mid-cap stocks. However, there is no assurance or
guarantee that the investment objective of the Scheme will
be achieved. The scheme does not assure or guarantee
any returns.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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* Returns are calculated as per lifetime average per annum returns of the fund.
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