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Tata Mid Cap Growth Fund - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
146.894 0.27 (0.18%)

NAV as on 20 Apr, 2018

CRISIL MF RANK

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : Tata Mutual Fund FUND CLASS : Small & Mid Cap
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ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Small & Mid Cap category by Crisil (for quarter ended Dec 2017) rank unchanged from last quarter. 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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Returns (NAV as on 20 Apr, 2018)

Period Returns (%) Rank #
1 mth 5.4 90
3 mth -5.5 93
6 mth 4.4 100
1 year 12.9 88
2 year 20.7 88
3 year 12.1 90
5 year 27.4 41

# Moneycontrol Rank within 145 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 17.5 3.4 4.9 14.8 49.5
2016 -9.4 8.2 8.3 -10.2 -2.1
2015 8.6 -3.4 0.8 0.7 10.7
2014 7.5 33.5 10.6 13.5 81.0
2013 -12.3 2.0 -2.0 16.6 6.0

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

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 5.4 -5.5 4.4 12.9 20.7 12.1 27.4
Category avg 5.8 -4.4 5.8 15.4 19.8 10.8 14.4
Difference of Fund returns and Category returns -0.4 -1.1 -1.4 -2.5 0.9 1.3 13.0
Best of category 9.4 0.5 13.9 37.8 39.6 25.9 38.4
Worst of category -1.9 -9.3 -3.0 1.3 13.1 7.9 16.8
Benchmark returns # 5.7 -7.4 5.6 11.9 22.2 15.4 20.7
Difference of Fund returns and Benchmark returns -0.3 1.9 -1.2 1.0 -1.5 -3.3 6.7
Tata Mid Cap Growth Fund - Direct Plan (G) Review by Crisil - Rating: 3 (Rank 3 out of 5)
# Benchmark Index: NIFTY MIDCAP 100

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 01, 2013
Benchmark NIFTY MIDCAP 100
Asset Size (Rs cr) 34.05 (Mar-31-2018)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Gopal Agrawal / Danesh Mistry
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

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.

Contact Details

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 service@tataamc.com
Website http://www.tatamutualfund.com

Peer Comparison

Small & Mid Cap Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC MidCap Opportunities (G) Rank 3
17,638.27 -1.8 7.7 16.5 16.6 27.7
Sundaram Select Midcap -RP (G) Rank 3
5,742.78 -3.3 5.0 13.3 16.3 27.7
Sundaram Select Midcap -IP (D) Not Ranked
0.22 -3.1 5.4 14.1 16.9 28.2
Sundaram Select Midcap -Direct (G) Rank 3
534.18 -3.1 5.4 14.1 16.9 28.4
Franklin (I) Smaller Cos (G) Rank 3
5,748.37 -4.5 5.1 14.6 16.7 31.2
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 18)

Equity Sector Value
(Rs cr)
Asset %
Future Retail Retail & Real Estate 1.30 3.81
KNR Construct Cement 1.14 3.35
Yes Bank Banking/Finance 1.03 3.02
Sadbhav Engg Engineering 1.02 3.01
Interglobe Avi Services 0.94 2.76
Future Consumer Banking/Finance 0.94 2.76
NCC Cement 0.86 2.53
Shree Cements Cement 0.84 2.48
Dalmia Bharat Cement 0.81 2.38
Blue Star Cons Durable 0.71 2.08

Full Portfolio

Sector Allocation (Mar 31, 18)

Sector %

1-Year

HighLow

Cement 16.51 0.00 0.00
Chemicals 12.56 0.00 0.00
Engineering 12.28 0.00 0.00
Banking/Finance 11.88 0.00 0.00
Retail & Real Estate 6.75 0.00 0.00
Oil & Gas 6.47 0.00 0.00

View All Sectors

Asset Allocation (%)(Mar 31, 18)

Equity 98.26
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.76

View All

Concentration

Holdings (%)
Top 5 15.95
Top 10 28.18
Sector (%)
Top 3 41.35

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