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Average performance in the category

The scheme is ranked 3 in Small & Mid Cap category by Crisil. If you are already invested in this scheme, you may consider switching to a better performing scheme.
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Benchmark Index:

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# Moneycontrol Rank within 48 Small & Mid Cap Schemes.

Year	Qtr 1	Qtr 2	Qtr 3	Qtr 4	Annual
2012	20.9	-	-	-	-
2011	-10.1	2.4	-6.9	-10.4	-23.0
2010	0.7	7.4	8.8	-4.1	15.7
2009	-7.0	58.3	19.0	-0.2	93.7
2008	-28.7	-13.6	-9.7	-27.4	-60.9
2007	-3.2	22.8	8.7	28.3	64.3

* Returns over 1 year are Annualised

Fund returns v/s Category average (Small & Mid Cap)

* Returns over 1 year are Annualised

	1 mth (%)	3 mth (%)	6 mth (%)	1 yr (%)	2 yr (%)	3 yr (%)	5yr (%)
Fund Returns	-3.1	-1.2	4.1	-3.3	0.9	12.2	3.1
Category avg	-4.2	-0.2	5.5	-3.2	1.7	13.3	3.4
Difference of Fund returns and Category returns	1.1	-1.0	-1.4	-0.1	-0.8	-1.1	-0.3
Best of category	-2.6	5.2	13.2	13.2	15.0	26.8	15.9
Worst of category	-8.0	-5.9	0.6	-18.5	-13.1	4.6	-5.6
Benchmark returns #	-6.9	-6.0	4.8	-10.9	-3.3	9.9	4.4
Difference of Fund returns and Benchmark returns	3.8	4.8	-0.7	7.6	4.2	2.3	-1.3

# Benchmark Index: CNX Midcap

Investment Objective

The investment objective of the scheme is To provide income distribution and / or medium to long term capital gains.

Fund Type	Open-Ended
Investment Plan	Bonus
Launch date	Jun 15, 1994
Benchmark	CNX Midcap
Asset Size (Rs cr)	102.95 (Mar-31-2012)
Minimum Investment	Rs.5000
Last Dividend	N.A. View Dividend History
Bonus	N.A.
Fund Manager	Atul Bhole View performance of schemes managed by the Fund Manager
Notes	(The scheme became open ended from March 31, 2004)

Entry Load	N.A
Exit Load	1.00%
Load Comments	Exit load - 1% if redeemed/switched out on or before expiry of 365 days from the date of allotment.

Regd. Office	Mulla House, 4th Floor, 51 M.G. Road, Flora Fountain, Mumbai , 400001
Tel. No.	022 66315191/92/93
Fax No.	022 66315194
Email	kiran@tataamc.com
Website	http://www.tatamutualfund.com

Small & Mid Cap	Crisil Rank	Assets (Rs.cr)
Small & Mid Cap	Crisil Rank	Assets (Rs.cr)	3mth (%)	6mth (%)	1yr (%)	3yr (%)	5yr (%)
DSP-BR Small & Mid Cap -RP (G)	Rank 3	1,179.73	-0.6	4.4	-3.8	19.4	7.8
Franklin India Prima Fund (G)	Rank 3	726.18	-1.1	4.3	-4.1	15.8	3.7
DSP-BR Micro Cap Fund - RP (G)	Rank 2	436.31	3.1	6.7	-0.5	22.7	8.1
Franklin (I) Smaller Cos (G)	Rank 3	335.32	0.0	6.0	-6.7	13.9	2.6
Kotak Mid-Cap Fund (G)	Rank 3	264.50	0.1	5.8	-3.9	15.1	1.3
* Returns over 1 year are Annualised	More »

Equity	Sector	Value (Rs cr)	Asset %
Divis Labs	Pharmaceuticals	8.56	4.12
GlaxoSmith Con	Food & Beverage	8.42	4.06
Page Industries	Manufacturing	8.42	4.06
Yes Bank	Banking/Finance	7.88	3.80
Strides Arcolab	Pharmaceuticals	7.28	3.50
Cummins	Engineering	6.37	3.07
Lupin	Pharmaceuticals	6.35	3.06
IDFC	Banking/Finance	6.03	2.90
Amara Raja Batt	Automotive	5.89	2.84
Madras Cements	Cement	5.61	2.70