Tata Mid Cap Growth Fund - Direct Plan Growth

Tata Mid Cap Growth Fund - Direct Plan Growth of Tata Mutual Fund has asset class type as Mid-Small Cap. Oro Wealth rating for the fund is 2.

Basic Details

Riskometer

Moderately High

Expense Ratio (%)

1.72

Age

NA Years

Fund Manager

Rupesh Patel

AuM (Rs Crores)

590.9657

Asset Class

Mid-Small Cap

Net Asset Value:

136.6077

Rating

2

Exit Load

0.01

Benchmark

Nifty Midcap 100 TRI

Fund Type

Mid & Small cap

SEBI Category

Mid Cap Fund

Turnover Ratio(Monthly)

62.34%

Fund Manager Details:

Rupesh Patel Graduate in engineering from Sardar Patel University, Gujarat and holds a masters in business administration from Sardar Patel University, Gujarat. He has more than 14 years of experience spread across listed equity investments, private equity real estate investments, credit risk assessment and evaluation of infrastructure projects.

Objective:

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

Top Holdings:

  • Banks (9.82)
  • Retail (8.1)
  • Leather (6.15)
  • Construction (5.98)
  • Pharmaceuticals (5.76)
  • Gas Distribution (5.26)
  • Diversified (5.5)
  • Castings
  • Forgings & Fastners (4.71)
  • Alcoholic Beverages (4.15)
  • Cement (4.1)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition