Tata Mid Cap Fund Generate 14% CAGR Return in 3 Years

Mutual Fund

Tata Mid Cap Fund Generate 14% CAGR Return in 3 Years

By Rajendra

Apr 3, 2023

image source -Unsplash

Scheme Analysis

Category

Mid Cap

Inception

Jul 01, 1994

Benchmark

Nifty Midcap 150

AUM - 1,759 Cr

Fund Manager

Satish Chandra Mishra & Abhinav Sharma

Tat Mid Cap Growth Fund

Growth- Companies with fundamental strength & long runway for growth

Top 5 Holding

Thermax

AIA Engg.

Indian Bank

RBL Bank

Cummins

3.63

3.39

3.19

3.07

3.03

Total - 16.31

Low Churn- Buy & hold approach, staying invested as the stock realizes value

Compounding – Businesses with compounding characteristics

Capital Goods

Financial Service

Chemical

Top 5 Sector 25.70

18.52

9.62

7.14

5.97

Healthcare

Automobile

Market Leader – The fund seeks to invest in leaders of the segment, sector or market

Market Cap Exposure Large Cap

Mid Cap

16.27%

68.95%

Tata Mid Cap Growth Fund

Small Cap

14.78%

Across sectors stock picking remains defined by strong balance sheet, resilient business model, compounding growth opportunities

SIP Performance Exit Load upto 12 month - 1%

As on 28 Feb. 2023

1 Year

3 Year

5 Year

Period

Value

11,839

44,350

86,618

Returns

-2.48%

14.06%

14.69%

Monthly SIP of 1,000

Scheme Performance Exit Load Upto 1 Year - 1.00%

As on 28 Feb. 2023

1 Year

3 Year

5 Year

Period

Returns

4.00%

18.01%

11.43%