+
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

fund_logo
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.
Calculate returns
One-time
Monthly SIP
0
0
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
CUSTOM CSS
* Returns are calculated as per lifetime average per annum returns of the fund.
Calculate returns
Monthly SIP
One-time
60,00,000
2
Yrs
Total returns will be
60,00,000
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Start investing
iphone_13_animation_vance

Begin your investing journey today. Get Vance.