Can I invest in SIP and Lumpsum in Tata Mid Cap Growth Fund - Direct (G) Direct Growth?

Yes, you can invest both lumpsum and SIP in Tata Mid Cap Growth Fund - Direct (G). Minimum lumpsum investment Tata Mid Cap Growth Fund - Direct (G) is ₹5,000 and minimum SIP amount is ₹100 . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of Tata Mid Cap Growth Fund - Direct (G) Direct Growth?

The latest NAV (Net Asset Value) of Tata Mid Cap Growth Fund - Direct (G) is Tata Mid Cap Growth Fund - Direct (G) is ₹448.51 as on 2025-02-03.

Which are the biggest stock holdings of Tata Mid Cap Growth Fund - Direct (G)?

The 5 biggest stock holdings of Tata Mid Cap Growth Fund - Direct (G) are: Muthoot Finance (3.30%), Max Financial (3.20%), Alkem Lab (3.11%), Aurobindo Pharma (2.95%), Jubilant Food. (2.85%)

What are the top sectors Tata Mid Cap Growth Fund - Direct (G) invests in?

A majority of Tata Mid Cap Growth Fund - Direct (G) 's AUM worth ₹4,529.49 (Cr) is invested in these 3 top sectors: Pharmaceuticals & Biotech : 13.12% Industrial Products : 8.24% Finance : 7.33%

Mutual Funds
Tata Mid Cap Growth Fund - Direct (G)

Tata Mid Cap Growth Fund - Direct (G)

Mid Cap Fund

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NAV
448.51(-1.41%)
Fund Size (CR)
₹4,529.49
Expense Ratio
0.66
Scheme Type
Active Fund
Value Research

Min. investment
₹5,000
Minimum Additional Investment
₹1,000
Minimum SIP Investment
₹100
Minimum Withdrawal
₹1,000
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
0%
Return Since Launch
19.98%

Absolute Return: -6.98%

Annualized Return: 0%

Basic Details

Scheme Manager

Satish Chandra Mishra

Bench Mark

Nifty Midcap 150 TRI

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	27 January 2025	10237.72	2.38%	-	2.16%	53/119
1 Month	3 January 2025	9205.24	-7.95%	-	-9.73%	12/119
3 Month	31 October 2024	9241.77	-7.58%	-	-7.04%	77/119
6 Month	2 August 2024	8982.24	-10.18%	-	-7.70%	97/119
1 Year	2 February 2024	11109.61	11.10%	11.10%	14.28%	96/119
3 Year	3 February 2022	16810.48	68.10%	18.90%	18.59%	47/103
5 Year	3 February 2020	28352.57	183.53%	23.17%	23.64%	48/95
Since Inception	2 January 2013	90592.12	805.92%	19.98%	20.09%	45/119

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	1 March 2024	1,20,000	114892.66	-4.26%	-4.26%
3 Year	2 March 2022	3,60,000	486333.56	35.09%	10.55%
5 Year	3 February 2020	6,10,000	1096474.98	79.75%	12.44%
10 Year	2 March 2015	12,00,000	3244566.17	170.38%	10.46%

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

4.03%

Standard Deviation

0.88%

Beta

1.03%

Sharpe Ratio

0.08%

Treynor's Ratio

0.38%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
Muthoot Finance	3.30%	700000	149.53	Equity	Finance
Max Financial	3.20%	1300000	144.81	Equity	Finance
Alkem Lab	3.11%	250000	140.85	Equity	Pharmaceuticals
Aurobindo Pharma	2.95%	1000000	133.45	Equity	Pharmaceuticals
Jubilant Food.	2.85%	1800000	129.26	Equity	Quick Service Restaurant
Cummins India	2.67%	369694	121.04	Equity	Capital Goods-Non Electrical Equipment
Lupin	2.60%	500000	117.78	Equity	Pharmaceuticals
Oberoi Realty	2.55%	500000	115.58	Equity	Realty
Uno Minda	2.33%	1000000	105.32	Equity	Auto Ancillaries
Mphasis	2.20%	350000	99.65	Equity	IT - Software

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
Tata Mid Cap Growth Fund - Direct (G)	4529.49	-7.95%	-7.58%	-10.18%	11.10%	18.90%
Motilal Oswal Midcap Fund-Dir (G)	26421.09	-14.71%	-5.99%	-2.26%	32.60%	29.20%
Motilal Oswal Midcap Fund-Dir (IDCW)	26421.09	-14.71%	-5.99%	-2.26%	32.60%	29.20%
Invesco India Midcap Fund - Direct (G)	6149.96	-10.25%	-3.25%	0.41%	25.26%	22.44%
Invesco India Midcap Fund - Direct (IDCW)	6149.96	-10.25%	-3.25%	0.40%	25.25%	22.42%
Edelweiss Mid Cap Fund - Direct (IDCW)	8666.49	-10.09%	-5.81%	-2.38%	21.93%	23.45%

News

Tata MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes
Tata Mutual Fund has announced 05 February 2025 as the record date for declaration of Income Distribution cum capital withdrawal (IDCW) under the monthly IDCW option and under the Periodic IDCW Periodic-Payout/Reinvestment) of following schemes. The amount of IDCW (Rs per unit) on the face value of Rs 10 per unit will be:
Tata Hybrid Equity Fund ' Regular Plan & Direct Plan: 0.36 each.
Tata Equity Savings Fund ' Regular Plan & Direct Plan: 0.057 each.
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Tata MF announces change in Fund Manager of the following scheme

Tata Mutual Fund has announced change in Fund Manager of the following scheme with effect from: 27th January, 2025

Change in Fund Manager of the Scheme:

Scheme Name	Existing Fund Manager	New Fund Manager(s)
Tata Multicap Fund	1. Rahul Singh 2. Murthy Nagarajan 3. Tejas Gutka 4. Kapil Malhotra	1. Meeta Shetty 2. Murthy Nagarajan 3. Kapil Malhotra

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Tata MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes
Tata Mutual Fund has announced 01 January 2025 as the record date for declaration of Income Distribution cum capital withdrawal (IDCW) under the monthly IDCW option and under the Periodic IDCW Periodic-Payout/Reinvestment) of following schemes. The amount of IDCW (Rs per unit) on the face value of Rs 10 per unit will be:
Tata Hybrid Equity Fund ' Regular Plan & Direct Plan: 0.37 each.
Tata Equity Savings Fund ' Regular Plan & Direct Plan: 0.057 each.
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Fund House Details & Investment Objective

Date of Incorporation

1 January 2013

Total AUM (Cr)

₹4529.49

Tata Mid Cap Growth Fund - Direct (G) is an Mid Cap Fund-oriented fund from the renowned AMC, Tata Mutual Fund. Launched in 1 January 2013, this fund is managed by Satish Chandra Mishra. With assets under management (AUM) worth ₹4,529.49 (Cr), as of 3 February 2025, Tata Mid Cap Growth Fund - Direct (G) is categorized as a Mid Cap Fund within its segment. The fund has generated a return of 19.98% since its launch.
The current NAV of Tata Mid Cap Growth Fund - Direct (G) is ₹448.51, as on 3 February 2025. The fund's benchmark index is Nifty Midcap 150 TRI. You can invest in Tata Mid Cap Growth Fund - Direct (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹5,000.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
On or before expiry of 365 days from the date allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment: Nil On or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investment: 1% Redemption after expiry of 365 days from the date of allotment: Nil The fund has generated 18.90% and 23.17% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 94.91% in Equity, 4.41% in Debt and 0.68% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 13.12% in Pharmaceuticals & Biotech, 8.24% in Industrial Products, 7.33% in Finance, 5.51% in Banks, 5.50% in Auto Components

FAQs

How to Invest in Tata Mid Cap Growth Fund - Direct (G) Direct Growth?

Tata Mid Cap Growth Fund - Direct (G) is a popular fund in the Mid Cap Fund segment. The fund has generated a return of 19.98% since inception. Looking to invest in Tata Mid Cap Growth Fund - Direct (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in Tata Mid Cap Growth Fund - Direct (G) is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, Tata Mid Cap Growth Fund - Direct (G)
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in Tata Mid Cap Growth Fund - Direct (G) today and reap the benefits of this Mid Cap Fund fund!

How much returns has Tata Mid Cap Growth Fund - Direct (G) Direct Growth generated?

In the short term, i.e., 1 year, Tata Mid Cap Growth Fund - Direct (G) has generated annualised return of 11.10%. In the long-term, the fund has generated 18.90% and 23.17% in 3 and 5 years respectively. Since its inception, the fund has generated 19.98% returns.

What is the expense ratio of Tata Mid Cap Growth Fund - Direct (G) Direct Growth?

The expense ratio of Tata Mid Cap Growth Fund - Direct (G) Direct Growth is 0.66%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of Tata Mid Cap Growth Fund - Direct (G) Fund Direct Growth?

The Assets Under Management (AUM) of Tata Mid Cap Growth Fund - Direct (G) is ₹4,529.49 (Cr) as of 2025-02-03 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from Tata Mid Cap Growth Fund - Direct (G) Direct Growth?

Redeeming or selling units of Tata Mid Cap Growth Fund - Direct (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from Tata Mid Cap Growth Fund - Direct (G):

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case Tata Mid Cap Growth Fund - Direct (G)).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).