Mutual Fund

tata Mid cap growth fund

By Rajendra

Sep 22, 2022

image source -Unsplash

Scheme Analysis

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Tata Mid Cap Growth Fund

Category 

Mid Cap

Inception

Jul 01, 1994

Benchmark

Nifty MidCap 150

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AUM  - 1,720 Cr

Fund Manager

Satish Chandra Mishra

Growth-Companies with fundamental strength & long runway for growth

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

Compounding – Businesses with compounding characteristics

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

Top 5 Holding

Thermax

Cummins

PI Inds.

Navin Fluorine

Crisil

3.23

3.12

2.90

2.48

2.36

Total  -14.09

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

Capital Goods

Financial Service

Auto

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Top 5 Sector -60.64%

21.35

15.36

8.27

7.93

7.73

Healthcare

Chemical

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SIP Performance

Exit Load

upto 1 year - 1%

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As on 30 Aug. 2022

1 Year

3 Year

58 Month

Period

Value

12,574

51,952

96,733

Returns

9.04%

25.40%

19.20%

Monthly SIP of 1,000

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Scheme Performance

Exit Load

upto 1 year - 1%

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As on 30 Aug. 2022

1 Year

3 Year

5 Year

Period

Returns

5.06%

24.16%

15.09%